Services and pricing
Clear packages for monthly bookkeeping, plus tax, advisory and one-time services you can add when you need them.
Monthly bookkeeping packages
Every package includes a dedicated bookkeeper in QuickBooks Online. Pick the level of insight your business needs today and move up as you grow.
For solo practitioners, new wellness entrepreneurs and small studios who need help staying organized month to month.
- Weekly categorization of transactions
- Monthly reconciliation of bank, credit card and loan accounts
- Monthly financial reports (P&L and balance sheet)
- Annual review and strategy call
- Sales tax tracking (if applicable)
- W-9 tracking for 1099 preparation
For growing wellness brands and multi-practitioner studios that need deeper insight and consistent financial oversight.
- Everything in The Foundation
- Accrual-based accounting (optional)
- Quarterly review and strategy call
- Budget creation and performance review
- Tracking for 2-3 key performance indicators
For established businesses ready to scale, with proactive financial guidance and strategic insight from an outsourced CFO.
- Everything in The Growth Plan
- Cash flow forecasting and monitoring
- Monthly review and strategy call
- Profit margin analysis and pricing support
Add-on services
Layer these onto any monthly package.
Accounts Payable
We manage your bills and payments so vendor invoices and recurring expenses are tracked and paid on time. No late fees, happy vendors, smooth cash flow.
Accounts Receivable
We track outstanding invoices, send reminders and make sure your business collects what it's owed, so you can stay focused on growth.
Budgeting
A customized budget aligned with your goals that monitors income and expenses and supports proactive, informed decisions.
Cash-Flow Management
Ongoing forecasting and insight so you're never caught off guard, with the liquidity to cover expenses and invest in growth.
Tax services
Filing is the minimum. We keep you compliant and look for savings all year, so tax season is smooth and predictable.
Individual Tax Returns
Personalized, accurate, stress-freeSolo practitioner, W-2 employee with a side hustle or multiple income streams: we handle your personal taxes with care and clarity.
Business Tax Returns
Smart filings for small businesses and S CorpsTax prep for service-based businesses where your books and filings work hand in hand. Wellness studios, holistic coaches, chiropractors.
Sales Tax Compliance
Stay compliant, avoid surprisesWe manage your sales tax filings so you avoid penalties, whether you sell products, workshops or online services across state lines.
1099 Filing
Get your contractors squared awayHiring help in your business? We issue year-end 1099s accurately and on time so you stay compliant and your team stays happy.
One-time services
Focused, fixed-price projects when you need a specific answer or a fresh start.
S Corp Reasonable Compensation Analysis
If you're an S Corp owner, setting "reasonable compensation" isn't optional, the IRS requires it. This analysis sets a fair, defensible salary aligned with industry standards, reduces audit risk and keeps your tax savings intact.
50-Minute Strategy Call
Expert guidance on your specific questions, no fluff. Wondering if you're overpaying in taxes, considering an S Corp election, need a QuickBooks check-up or want clarity on retirement planning or owner's pay? We tackle what matters most.
One-Time QuickBooks Online Clean Up
For overwhelmed entrepreneurs who need a fresh financial start. If your QBO file is a mess or a mystery, we organize the chaos and get your financials in order.
- Review and clean-up of up to 12 months of transactions
- Reconciliation of bank and credit card accounts
- Proper categorization of income and expenses
- Fixing misapplied payments and duplicate entries
- A summary of what was done
- Recommendations to keep things tidy
Not sure which package fits?
Start with a free 30-minute intro call. We'll look at where your books stand and recommend the right level of support.