Our Services
Simple, friendly, stress-free numbers that you can actually trust.
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.
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.
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
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
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.
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Your essential bookkeeping foundation.
Monthly bookkeeping basics
Essential reconciliations
Email support
Optional add-on: standard reporting
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More support, more insights, and hands-on collaboration.
Everything in Package 1
Additional support from our team
More detailed reporting
Ongoing communication + advisory
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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.
