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 accounting 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 correct errors and improve your accounting foundation
Perfect for:
Business owners who want expert insight into their financial systems before diving into a bigger solution. If your books feel “off” but you’re not sure why, this is the clarity you need.
THE ESSENTIALS - $500/ MONTH
Solid books. Zero stress.
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Stay on top of your numbers without staying up late. We handle the core stuff, so you always know where your money’s going.
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What’s Included:
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Weekly data entry
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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 that need accurate, timely books but aren’t dealing with 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 accounting operation that actually supports your growth. The Blueprint is more than just a system overhaul—it’s your roadmap to more efficient operations and less stress.
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 (QuickBooks, payroll, AP/AR, the works)
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Process mapping and gap analysis
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Tech audit with smarter, simpler tool recommendations
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Custom accounting operations manual (with roles, SOPs, timelines, and tools)
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Setup or cleanup of your systems and integrations
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Easy-to-follow tutorials
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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 and app overload, this is your operations glow-up.