Your finances should never feel like a guessing game. We take care of the details so you always have accurate, up-to-date records and financial clarity.

What’s Included:

• Seamless Bookkeeping in your preferred accounting platform to keep your finances in check

• Receipt Management powered by Hubdoc, your digital filing cabinet

• Business Checking & Credit Card Reconciliations—we’ll make sure every dollar is accounted for

• Books Closed by the 10th of the following month with a Profit & Loss statement delivered right to your inbox

Pricing is 3% of your annual revenue (divide that number by 12 to get your monthly price).

You’ve done the work and delivered the results. Getting paid should be the easiest part. Let us handle invoice tracking, follow-ups, and payment reminders so you can focus on growth—not collections.

What’s Included:

• Invoice creation, tracking, and reconciliation

• Professional follow-ups to keep cash flowing

• Late payment reminders—without the awkwardness

• Custom reporting so you know what’s outstanding

Invoice Support Plans:

• Essential – 10 hours/mo → $750

• Growth – 20 hours/mo → $1,300

• Scale – 40 hours/mo → $2,400

A strong business isn’t just about making money—it’s about managing it wisely. We help you build a financial roadmap so you can set goals, plan expenses, and scale sustainably.

What’s Included:

• Custom budgeting strategy tailored to your business

• Cash flow forecasting & expense planning

• Financial insights to avoid surprises & plan for growth

• Ongoing support to adjust and refine as your business evolves

Custom pricing based on your business needs.