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Simple, friendly, stress-free numbers that you can actually trust.

Our Services

Whether you're catching up, starting fresh, or ready to get your systems dialed in, we’re here to make your bookkeeping easy.

What We Offer

Monthly Bookkeeping

Ongoing support to keep your books organized, accurate, and always up to date.

Cleanup & Catch-Up

Behind on your books? A little messy? We’ll clean it up and get you back on track.

Consulting & Advisory

Personalized support including budgeting, reporting, QBO training, and financial insights.

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Monthly Bookkeeping

Your books should be clear, current, and something you never have to stress about. Our monthly bookkeeping packages keep you organized year-round so you can focus on what you actually love doing.

What’s included:

  • Transaction categorization

  • Monthly account reconciliations

  • Financial statements without the bookkeeper-ese (available in select packages)

  • Sales & 1099-K reconciliation

  • Support with questions along the way

  • Tax-time readiness

  • Light advisory or insights based on trends in your numbers (available in select packages)

Messy books happen. Life gets busy, businesses grow, and bookkeeping doesn’t always stay on top of the priority list. That’s where we come in.

We sort through the chaos, clean everything up, and get your books fully accurate so you can move forward with confidence.

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Cleanup & Catchup

What we handle:

  • Backlogged transactions

  • Reconciliations for past months

  • Correcting errors or miscategorized items

  • Fixing beginning balances

  • Bringing your financials up to date

  • Preparing everything for monthly bookkeeping (if you choose to continue)

Bookkeeping Consulting & Advisory

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We can help you use your bookkeeping for clarity, confidence, and smarter decisions, without the overwhelm or jargon. Perfect for business owners who want more than tidy books: real guidance, training, and meaningful financial insights that support the way you work.

What we can do for you:

  • Budgeting, forecasting, and cash flow projections

  • Benchmarking and other custom reporting

  • 1099 preparation and compliance

  • High-level management reports

  • QuickBooks Online setup, training, and optimization

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Packages Built for You

Every business is unique, which is why we don’t squeeze anyone into cookie-cutter plans.

After your discovery call, you’ll receive three fully personalized package options for each service type tailored to your needs, goals, and the complexity of your books.

  • Your essential bookkeeping foundation.

    • Monthly bookkeeping basics

    • Essential reconciliations

    • Email support

    • Optional add-on: standard reporting

  • More support, more insights, and hands-on collaboration.

    • Everything in Package 1

    • Additional support from our team

    • More detailed reporting

    • Ongoing communication + advisory

  • Premium, all-inclusive support for complex or high-volume businesses.

    • Everything in Package 1 & 2

    • Advanced cleanup or additional accounts

    • Extra reporting or custom requests

    • High-touch collaboration and check-ins

Not sure which one you need?
No worries! Your bookkeeping besties will walk you through everything on your call.

FAQ’s

How do I know which package is right?

We’ll talk through everything on your discovery call and build three personalized options for you to choose from.

Can you help if my books are really behind or are on the hot mess express?

Absolutely! That’s what the cleanup process is for. You won’t get judgment from us, ever.

Who do you work with?

Creative businesses are our specialty (art studios, Etsy sellers, pottery studios, and more), but we work with clients in any industry who want clean, confident books.

Ready for stress-free books? You deserve clarity, confidence, and support you can count on.

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