Monthly Recurring Investment
Service providers starting at $600/month
Product sellers starting at $750/month
This is for you if you're ready to take the accounting tasks off your plate but still want to understand the numbers in your business.
Level up your decision-making and scale your business.
This package includes full monthly bookkeeping (bank, credit card, payroll, and additional balance sheet reconciliations, monitoring of A/R, A/P), financial statement analysis and unlimited email support (We're in your corner for anything you need when it comes to the money side of things).
One-Time Investment $350
You have questions, I have answers.
This is for you if you have a list of questions or things you're struggling with when it comes to the financial side of your business.
This session is a 1-hour intensive where you will leave with clarity and confidence about the numbers in your business. Your questions will set the agenda, but we can discuss financial goal setting, a review of your Quickbooks Online account, review current financials, discuss process improvements, deductions you may be missing, how & when to pay yourself, business & tax savings, and so much more! I will follow up the call with a summary of what we discussed along with any resources that will be helpful based on our discussion.