Bookkeeping and Full Service Accounting
You’re serious about growth.
We’re serious about helping you make it happen.
You can admit it: Your bank balance has become the CEO.
And frankly...it's underqualified.
Because cash in the bank? It’s only one metric.
So is revenue.
And neither tells you whether your business is actually becoming more profitable, your pricing is working, or you can confidently hire, invest, or pay yourself more.
That's what your financials (and the right financial team) are for.
Because financial clarity?
It changes everything.
No seriously. We’ll take that to the grave.
No more guesswork. You’ll confidently know the answers to questions like:
Is our marketing actually generating profitable growth or just more revenue?
Is our pricing supporting healthy margins?
Are we overpaying our team?
Can we afford our next hire?
Where are we overspending without realizing it?
Where is all of the cash in our business going?
How much should I be paying myself?
How much do we need to set aside for taxes?
Your financials can paint that full picture. And you can have a team to support you in handling all of it. (Spoiler: It’s us. We’re that team.)
Our Bookkeeping Packages
Note: All packages are customizable to your specific business needs.
Clarity Package
For founders building momentum.
Your business is no longer a side hustle that accidentally got out of hand, and now you need financial support that grows with it.
We handle the financial details, ensure tax compliance, and provide strategic guidance so you can stay focused on leading your business with confidence.
01.
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Monthly Bookkeeping + Financial Reports
Monthly Owner’s Pay + Tax Savings Allocation
Facilitation of Quarterly Tax Estimates (Safe Harbor)
Annual 1099 Filings
Quarterly Strategy & Advisory Call
Access to Client-Only Masterclasses
Dedicated Client Account Manager
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Starting at $500/mo.
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Service-based businesses generating $250k - $500k in annual revenue with a small team and an owner who wants to ensure all the bases are covered.
Concierge Package
Your complete outsourced finance department.
You’ve outgrown the “I’ll handle it myself” phase, and managing payroll, payables, invoicing, and financial oversight shouldn't be on your to-do list.
We own all of those functions while also maintaining compliance and providing strategic financial + tax guidance so you can lead with confidence and focus on continued growth.
02.
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Everything in the Clarity Package, plus:
Custom Quarterly Tax Estimates Calculations (based on actual, year-to-date results)
Payroll Management
Vendor Bill Payment
Client Invoicing
Outstanding Invoice Management
Annual Projections/Goal Planning + Monthly Tracking
SOP Creation
Monthly Strategy & Advisory Call
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Starting at $1,500/mo.
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Service-based businesses generating $500k - $1M in annual revenue who are ready to dial in on maximizing profit & strategically growing the business
Fractional CFO
Running a seven-figure business and need more hands-on strategic guidance? Learn more about our fractional CFO.
03.
Ready to hand off more than your books?
Somewhere along the way, your business outgrew DIY. Maybe it's time your financial support did, too.
You deserve a team that understands where you're headed, helps you make smarter financial decisions, and makes running the financial side of your business feel refreshingly uncomplicated.
Let's build something that's more profitable today and more valuable tomorrow.
FAQs
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If you're relying on your bank balance to make decisions, wondering how much you can pay yourself, unsure how much to set aside for taxes, or spending hours each month managing your finances, you've likely outgrown DIY bookkeeping.
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Most of our clients come to us when they're generating at least $250,000 annually and need more financial clarity, consistency, and support than software alone can provide.
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That can depend on your specific needs. The first hire for most founders is a bookkeeper to help bring clarity to how the business is actually performing. When you start to grow & scale, both in revenue and staff, many hire an accountant to manage the entire financial arm of the business. Founders hitting seven-figures typically hire a CFO to go more in-depth with the strategy, helping them grow, scale, and eventually sell. With each of our packages, we are offering a mix financial, tax, and strategic support, just at different levels.
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We have CPAs on staff, so we can also handle all of your tax needs. However, if you already have a CPA who does your taxes, we are happy to work in partnership with them.
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Our monthly packages include tax compliance support, tax savings guidance, and quarterly estimate facilitation. While we provide strategic tax insights related to your business throughout the year as part of these services, in-depth tax strategy is a separate service (which can be added on for any of our clients).
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Yes, and it should. When you have accurate financials, it should tell you a story of how your business is doing. Things like which revenue stream is really performing, if you’re overpaying your staff, and which expense category you need to scale back. It can also help you determine how much to consistently pay yourself each month, save for taxes, etc.
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These are all great questions and the answers depend on your business structure, profitability, cash flow, and growth goals. We help clients create a sustainable strategy for owner’s compensation, tax savings, and business funding that supports both the business and personal financial goals.
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Our Concierge Package, which offers this service, goes beyond bookkeeping to support payroll, vendor payments, client invoicing, accounts receivable follow-up, financial reporting, forecasting, and ongoing strategic guidance.
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Our goal is to take as many tedious tasks off your plate as possible while still keeping you informed. After onboarding, you shouldn’t expect much time being spent on financial tasks at all.
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That's more common than you might think. During our discovery process, we'll assess your current situation and recommend any cleanup work needed before moving into ongoing services. No judgment, we swear 😉