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Our Services

Boutique financial guidance and operational support tailored to the unique roots of your small business. We ensure your foundation is solid and your growth is sustainable through meticulous bookkeeping and strategic insight.

Solo Launch PAckage

The solo launch package is a one‑time, flat‑fee engagement designed to give solo business owners a clean, compliant, and organized financial foundation from day one. We build the infrastructure so you can focus on delivering your service, finding clients, and growing your business. This isn’t a generic startup checklist — it’s a tailored, hands‑on buildout of your financial back office, delivered by someone who has helped many owners launch with clarity and confidence.

Launch ready package

The launch ready package is a one-time flat-fee engagement designed to give new business owners a clean, compliant, and organized foundation from day one. We build the infrastructure so you can focus on building your business. This isn’t a generic setup checklist,  it’s a tailored, hands-on buildout of your HR and financial back office, delivered by someone who has done it many times before and knows exactly what a new business needs to get it right from the start.

Monthly Add - on options

 

  • Payroll Processing

  • Benefits Administration

  • HR Support (Admin)

  • Job Costing 

  • AP/AR Management

  • Reporting Package 

  • KPI Dashboard

  • Vendor Management

  • Document Management

Project based options

  • Cleanup/Catch‑Up

  • HRIS Implementation

  • Compensation Strategy & Structure

  • Performance Management set-up

  • Job Analysis & Architecture

  • Custom Reporting

  • Workflow Design

  • Dashboard Build Out

  • Systems Consulting (i.e. accounting, HR, payroll, etc.)

Retainer PAckages

Essential Support

Starting AT $450/Mo

  • Includes:

  • Monthly bookkeeping

  • Reconciliations

  • Basic AP/AR

  • Monthly financial statements

  • Email support

  • Light workflow setup

Standard Operations

Starting At $900/ mo

  • Includes:

  • Everything in Essential

  • Job costing

  • AP/AR management

  • Payroll processing

  • Vendor management

  • Reporting package

  • Document management

  • Enhanced workflows

Advanced Operations & Advisory

  • Includes:

  • Everything in Standard

  • Benefits administration

  • HR support (administrative)

  • Custom reporting

  • KPI dashboards

  • Analytics

  • Budgeting support

  • Monthly advisory meeting

Starting at $2000/mo

Frequently Asked Questions

What financial reports will I receive monthly?

Each month, you will receive a comprehensive package including a Balance Sheet, Profit & Loss Statement, and Cash Flow Statement, all tailored to your specific business needs.

How do we handle document submission?

We utilize a secure, cloud-based portal where you can easily upload receipts and invoices. This ensures real-time tracking and maximum financial transparency.

Do you provide tax filing services?

While we specialize in bookkeeping and operational support, we provide tax-ready financial statements and work closely with your CPA to ensure a seamless filing season.

Can you help clean up my existing books?

Absolutely. We offer historical cleanup and catch-up services to bring your bookkeeping up to date and correct any past inconsistencies before regular monthly service begins.

How often do we communicate?

We offer monthly review calls to discuss your reports, though our team is available via our portal for quick questions whenever they arise during business hours.

Is there a contract or commitment?

We believe in building long-term partnerships through quality work. Most of our boutique packages are month-to-month, requiring only a 30-day notice for cancellation.

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