Bookkeeping & Accounting
Monthly financial clarity so nothing catches you off guard
Steady
For sole proprietors and single-income freelancers who want clean books and zero money stress
$300+
This tier is for those managing a focused practice who want assurance that their finances are organized.
Each month, I categorize your transactions, reconcile your accounts, and ensure all records are accurate and current.
Each quarter, I calculate your estimated tax payments and send reminders with the amount and due date, helping you avoid last-minute issues.
At year-end, your records will be organized and ready for tax preparation, which is even more efficient if we are already working together on tax services.
Growing
For LLCs and practices with multiple income streams or growing complexity.
$500+
Includes the same solid foundation as Steady, plus a monthly profit and loss report so you can see how your business is performing. This provides insight into what the numbers mean for you, not just that your books are accurate.
We also connect once each quarter for a check-in call to review your current situation and discuss any topics you wish to address.
This tier is a good fit if your finances have become more complex and you want greater visibility and more frequent check-ins.
Anchored
Tailored for established businesses seeking comprehensive support and proactive advice.
$700+
Anchored includes all Growing features, plus monthly advisory calls, annual financial review, payroll coordination, and priority response times. This tier is ideal if your business has employees, more complex financial needs, or if you value ongoing strategic guidance.
