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Efficient Accounting Solutions
Elevated Financial Management for Growing Businesses

Elevated Financial Management for Growing Businesses
You don't have to be a large business to operate like one. Strategic financial management isn't reserved for large companies. Establishing clean, accurate books early allows you to operate with clarity, confidence, and intention - no matter your size. Thoughtful bookkeeping is an investment in the longevity and success of your business.

Starting at $200/month
Designed for solo business owners with very low transaction volume and straightforward bookkeeping needs.
Includes:
• Monthly transaction categorization
• One bank account reconciliation
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Requirements:
• Minimal monthly transaction volume
• On
Starting at $200/month
Designed for solo business owners with very low transaction volume and straightforward bookkeeping needs.
Includes:
• Monthly transaction categorization
• One bank account reconciliation
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Requirements:
• Minimal monthly transaction volume
• One bank account
• No payroll
• No inventory
• No job costing
• Limited support needs
Best for freelancers, consultants, creators, and very small service-based businesses.

Starting at $300/month
Includes:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
Best for business owners who need a
Starting at $300/month
Includes:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
Best for business owners who need accurate, reliable financials without ongoing financial consulting.

Starting at $500/month
Includes everything in Monthly Bookkeeping plus:
• Financial review meetings
• Cash flow discussions
• Profitability analysis
• Priority support
• More frequent reporting and guidance as needed
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the busi
Starting at $500/month
Includes everything in Monthly Bookkeeping plus:
• Financial review meetings
• Cash flow discussions
• Profitability analysis
• Priority support
• More frequent reporting and guidance as needed
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
• Frequency of reporting requested
• Level of ongoing support needed
Best for business owners who want help understanding their numbers and making informed business decisions.

$75/month + $10 per employee
Includes:
• Payroll processing oversight
• Payroll reporting integration
• Coordination with payroll provider
Payroll software subscription fees are billed separately.

Starting at $150/month
Includes:
• Job profitability tracking
• Cost allocation by project
• Job cost reporting
• Review of project performance
Pricing is based on:
• Number of active jobs
• Reporting requirements
• Complexity of tracking
Can be added to either bookkeeping package.

$75/hour
Behind on your bookkeeping? Whether you're months or years behind, we'll help get your financial records organized and up to date.
This service may include:
• Reviewing and correcting past transactions
• Reconciling bank and credit card accounts
• Cleaning up account balances
• Organizing historical financial data
• Preparing book
$75/hour
Behind on your bookkeeping? Whether you're months or years behind, we'll help get your financial records organized and up to date.
This service may include:
• Reviewing and correcting past transactions
• Reconciling bank and credit card accounts
• Cleaning up account balances
• Organizing historical financial data
• Preparing books for tax filing or ongoing bookkeeping services
Each project is unique, so time requirements and pricing will vary based on the condition and volume of the records.

Starting at $150/month
Stay on top of incoming and outgoing payments without adding administrative burden to your day.
Includes:
• Vendor bill entry
• Customer invoice creation
• Bill payment scheduling
• Accounts receivable monitoring
Pricing is based on transaction volume and complexity.
As both an experienced accounting professional and a small business owner, I bring a well-rounded and practical approach to financial management. I am a wife and mother, and also co-own a pottery studio, giving me a unique perspective on the day-today realities of running a business.
With over a decade of accounting experience, I specialize in providing refined, reliable bookkeeping services designed to support growing businesses. I understand the importance of accuracy, consistency, and clear financial insight. Not just for compliance, but for long-term success.
I work with clients who value professionalism, organization, and a thoughtful approach to their finances.

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