THE DIAGNOSTIC - $400 MINIMUM
Clarity begins with a proper financial assessment.
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Not sure what's working—and what’s not—when it comes to your books? The Diagnostic gives you a clear-eyed look at the health of your QuickBooks setup and a personalized action plan to move forward with confidence.
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What’s Included:
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A focused 2-hour discovery session to review your financial workflows
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Comprehensive QuickBooks Online review to identify inconsistencies or problem areas
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A customized step-by-step guide to help you correct errors and improve your accounting foundation
Perfect for:
Business owners who want a second set of eyes and expert insight into their financial systems but aren't ready to outsource their bookkeeping. If your books feel “off” but you’re not sure why, this is the clarity you need.
THE ESSENTIALS - $400/ MONTH
Solid books. Zero stress.
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Stay on top of your finances without the late nights. Our small business bookkeeping services handle the core tasks so you always know exactly where your money is going.
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What’s Included:
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Weekly data entry to keep your books accurate and up to date
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Bank and credit card reconciliations
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Monthly QuickBooks reports (with a friendly 5-minute Loom video to explain them)
Perfect for:
Small businesses looking for reliable, accurate bookkeeping without payroll or complex systems.
THE
BLUEPRINT - $2,000/PROJECT
Because a better bottom line starts with better systems.
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You’ve outgrown spreadsheets and "figure it out as we go." It’s time for a smarter, streamlined small business accounting system that actually supports your growth. The Blueprint is more than just an accounting system overhaul—it’s your roadmap to more efficient operations and less stress, and better insights for decision-making.
What’s Included:
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Deep-dive discovery to understand your business model and workflow
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Full diagnostic of your current accounting systems including QuickBooks setup, payroll, Accounts Payable/Accounts Receivable and more.
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Process mapping and gap analysis
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Tech audit with smarter, simpler tools and bookkeeping automation.
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Custom accounting operations manual with roles, SOPs, timelines, and recommended tools.
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Setup or cleanup of your systems and integrations for smoother financial management.
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Easy-to-follow tutorials to get your team up and running.
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Perfect for:
Fast-growing, service-based businesses that are ready to scale without flying blind. If you're tired of duct-tape processes, manual bookkeeping headaches, and app overload, this is your operations glow-up.
THE CONTROLLER PLAN - $950/ MONTH
Outsourced Accounting Support for Small Businesses
When your business starts growing, you need more than clean books. You need financial insight, reliable systems, and someone who can make sure your team stays aligned. That’s where the Controller Lite comes in.
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What’s Included
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Month-End Oversight: Review and reconcile your books for accuracy and consistency
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Management Reporting: Clear, custom reports that show the numbers that matter
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Cash Flow Tracking: Simple forecasts to stay ahead of surprises
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Budgeting & Planning: Build a practical budget to guide smart decisions
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Systems & Process Optimization: Streamline invoicing, bill pay, and workflows
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Team Training & Review: Support your bookkeeper or admin to keep processes consistent
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Regular Check-Ins: Regular calls to review financials and identify improvement opportunities
Who It’s For
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This service is ideal for small business owners who:
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Have outgrown basic bookkeeping but don’t need a full-time controller
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Want reliable financial data and clear monthly insights
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Prefer hands-on support and collaborative communication