Financial Clarity, Smarter Decisions, and Reliable Support for Your Business

Accurate Books, Strategic Guidance, and More Time for What Matters

Solving Bookkeeping Headaches, One Business at a Time

We offer three thoughtfully designed service packages to meet you where you are and grow with you. Whether you're looking for essential bookkeeping support or advanced financial guidance, our structured packages provide the right level of service at every stage of your business journey. With clear pricing and no guesswork, you'll find a reliable fit that evolves alongside your needs. Details on each package are just below.

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Essential Package

Solopreneurs, early-stage startups, and lean teams with big plans. You’re wearing multiple hats, juggling priorities, and trying to build something great. You understand the value of clean financials but don’t have time -or interest - to do it yourself. You need a trusted expert who can step in, stay consistent, and give you peace of mind.
You meant to stay on top of your books, but between client work, marketing, and day-to-day operations, it kept getting pushed down the list. Now tax deadlines are looming, and the fear of missing something or getting hit with unexpected costs is setting in.
That’s where we come in. We keep your books updated monthly, ensure you're prepared for tax season, and help prevent costly surprises. You’ll move forward with clarity and confidence, knowing your finances are under control—and your time is better spent building your business.

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Enhanced Package (our most popular)

Established business owners with growing responsibilities and more moving parts. You’ve built momentum and are now juggling team management, rising expenses, and bigger decisions. As things scale, so does the complexity and you know it’s time to bring in expert financial support that matches the level you’re operating at.
You’ve worked hard to get here, but growth brings new challenges. Are you charging enough? Can you afford to hire? Are you leaving money on the table? Without clear financials, it’s hard to know.
We turn your numbers into a decision-making tool (accurate, timely, and easy to understand) so you can navigate growth strategically, identify opportunities, and stay focused on building the business you’ve envisioned.

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Elite Package

Business owners with established operations, growing teams, and more complex financial needs. You’ve moved past the early hustle and are focused on making smart decisions to keep things running smoothly and support growth. You don’t need to be in the weeds, but you do want to understand the numbers and have someone you can trust help you.
Things have gotten more complex - bigger payrolls, more responsibilities, and decisions that affect more than just you. But without clear, up-to-date financials, it’s tough to plan ahead or catch problems before they snowball. It’s not about doing more. It’s about having the right info at the right time.
We help keep your books clean, your systems running smoothly, and your financial picture easy to understand so you can lead your business with less stress and more confidence.

I'm Ready!

Decision Support and Insights

Understanding your numbers shouldn’t be overwhelming—it should help you make better decisions.

That’s why every package includes built-in support. You get a set number of check-ins each year, and how you use them is up to you. Whether you’re just getting started or leading a growing team, we’re here when you need a second opinion, help sorting through your numbers, or just someone to talk things through.

We can help you keep an eye on what matters, make a plan for your money, and offer clear advice that fits your goals. Our focus is on keeping things simple, making your financial info easy to understand and actually useful.

With the right tools and someone in your corner, you can make decisions with more confidence and keep your business moving forward.

Take the First Step

Laying the Groundwork Together

Every client we work with goes through a thoughtful onboarding process. Whether you’re starting fresh or bringing years of tangled books, we meet you where you are. We begin by making sure your books are set up correctly, cleaning up any past issues, training your team if needed, and then moving into ongoing bookkeeping and advisory support. These foundational steps help ensure accuracy, clarity, and confidence moving forward.

Foundations First: Build Confidence in Your Numbers*

Start with a solid financial foundation, so you can manage your business with clarity and ease.
What You’ll Gain:
• Clear, Organized Finances – A customized chart of accounts and properly linked bank accounts, ensuring accuracy from day one.
• Faster, Smarter Invoicing – An efficient setup for sending invoices, tracking payments, and staying on top of cash flow.
• Reliable Financial Reports – Proper mapping for clear, accurate insights that help you make informed decisions.
• Confidence & Control – Two hours of hands-on training to help you feel comfortable navigating your books.
• Peace of Mind – 30 days of email support to answer questions and ensure a smooth transition.

With Foundations First, your books will work for you, not against you. We handle the setup and ongoing bookkeeping so you can focus on growing with confidence.
Neaten Up Your Numbers: Catch Up / Clean Up Services*

Bring order to your books and regain confidence in your finances. We’ll clean up the past, correct errors, and ensure your records are accurate moving forward.
What You’ll Gain:
• Clarity & Accuracy – We identify and fix mistakes so your numbers make sense.
• Reliable Reports – Financial statements that reflect the true health of your business.
• Peace of Mind – Reconciled accounts mean no more second-guessing.
• Informed Decisions – A full review to ensure everything is right and makes sense to you.
• A Fresh Start – A clean slate so you can move forward with confidence.
Once your books are cleaned up, our Bookkeeping Bootcamp helps you keep them that way so you never have to repeat this process!
Bookkeeping Bootcamp: Take Control of Your Finances*

Gain the skills and confidence to manage your books with ease. This personalized training helps you focus on what matters most so you can stop guessing and start feeling in control.
What You’ll Gain:
• Confidence & Clarity – Understand QuickBooks without the overwhelm.
• Hands-On Guidance – We tailor the training to your specific struggles.
• Better Financial Management – Master invoicing, payments, bills, and reports.
• Less Stress, More Control – Know your numbers to make smarter business decisions.
• A Lasting Resource – Get a recording of our session to revisit anytime.

This isn’t just training; it’s a smarter way to manage your business finances with less stress and more control.
Monthly Magic: Stress-Free Bookkeeping & Advisory Support Month After Month

Let go of bookkeeping headaches and focus on what you do best. We handle the numbers so you can enjoy financial clarity and peace of mind.
What You’ll Gain:
• Peace of Mind – Accurate, up-to-date, and tax-ready books, always.
• Financial Clarity – Reliable reports to help you make informed decisions.
• More Time & Less Stress – We handle transactions, reconciliations, and payroll integration for you.
• No Tax Surprises – B&O returns and 1099s handled on time, every time.
• A Trusted Partner – Ongoing support to keep your business moving forward.
Breathe Easy - We've Got This
With Monthly Magic, you can stop stressing over your books and feel confident knowing your finances are in expert hands.

*Financial success isn’t just about setting up, fixing, or learning. It’s about having the right support moving forward. That’s why these services are only available as part of our long-term partnership.

Let’s Get Started