Monthly Bookkeeping

We offer hands-on monthly bookkeeping that ensures every transaction is tracked, categorized, and reconciled with intention. This isn’t just about compliance. It’s about clarity.

How it helps: You’ll always know where you stand. Financial decisions get easier when the numbers are clean, current, and accurate.

Why we're different: We don’t just do the books. We help you understand them. You get thoughtful notes, proactive insights, and real communication (not canned emails).

  • Monthly reconciliations and categorization
  • Financial snapshot and custom insights
  • Catch-up questions and review options
  • Slack or email support
  • Optional monthly calls

Because clean books are sexy.

Cleanup

Behind on bookkeeping? We’ll get you caught up cleanly and confidently. From a few months to a few years, we sort the mess so you don’t have to.

How it helps: Sleep better knowing your books are clean and your CPA won’t panic at year-end. Whether it's a tax deadline or just peace of mind, we’ve got it handled.

Why we're different: Judgment-free support. Precision cleanup without the lecture. You’ll know exactly what we fixed and why it matters.

  • Historical import, coding, and reconciliation
  • Fixes to duplications and miscategorization
  • Refreshed chart of accounts
  • Reports ready for tax prep

Let’s never speak of that spreadsheet again.

Payroll

Whether you’re solo or scaling, payroll shouldn’t be stressful. We manage it all. From setup to filings. So your people get paid on time, and your books stay tight.

How it helps: Smooth payroll means no missed payments, no IRS letters, and no frustration when it’s time to prep taxes.

Why we're different: You won’t have to guess what got filed or when. We walk you through each step and set it up right from the beginning.

  • Payroll system setup and integration
  • W-2s, 1099s, and tax filing handled
  • Direct deposit and custom pay cycles
  • Support for onboarding and offboarding

Consistent paydays. Zero stress.

Strategy

We go beyond reports. Our strategy service gives you real insights so you can grow, pay yourself, and plan for what’s next.

How it helps: Make smarter decisions with real data. We translate your numbers into clarity. Not confusion.

Why we're different: Custom visuals. Relatable insights. And recommendations you’ll actually use. No jargon, no fluff.

  • Strategic reporting (monthly or quarterly)
  • Owner pay reviews and forecasting
  • High-level expense and revenue tracking
  • Visual dashboards and financial coaching

We speak fluent creative business.

Monthly Bookkeeping
Cleanup
Payroll
Strategy
The Ledger Files
Can I write off coffee meetings?›
Yup — as long as it's with a client, vendor, or team member and business was discussed. Just don’t deduct your solo latte runs.
Is my website a business expense?›
Absolutely. Hosting, templates, branding — it all counts if it supports your business presence.
What if I pay myself irregularly?›
That’s common. We help track draws or distributions properly and offer strategy to clean it up if needed.
Can you fix what my last bookkeeper messed up?›
Yes, and we won’t make it awkward. We specialize in non-judgy cleanups that get your books and confidence back on track.
Do you file taxes?›
Nope — we don’t file. But we make sure your books are so clean your CPA will cry tears of joy. We’ll coordinate with your tax pro if you want us to.
How do I get started?›
Start with a free Discovery Call. If it’s a fit, we’ll kick things off with a Diagnostic Review to evaluate your books, give you a quote, and map out your path forward. Clean, simple, personalized.

Discovery Call

We start by understanding your needs and goals to determine if we’re a fit. We’ll walk through where you’re at, where you’re stuck, and what’s not working so we can recommend next steps.

Diagnostic Review

We audit your books, identify cleanup needs, and give you a video report of what’s going wrong, what’s missing, and how to fix it. It’s the map before the mission.

Setup & Strategy

We organize your systems, connect your accounts, clean up your old data, and put a strategy in place to keep things from unraveling again.

Monthly Service

We handle the day-to-day bookkeeping, reports, check-ins, and advisory so you can stay focused. Your books are always ready — no chaos, no scrambling.

Is this a write-off?



1. Is this a write-off?



2. How about this?



3. And this one?



Guide Write-Off Guide
Template Download Template
Meme Financial Meme
Call Book a Call
Guide Write-Off Guide
A quick-reference PDF for knowing what counts and what doesn’t. Helpful for creators, agents, and your inner rebel.
Template Download Template
A customizable Notion or spreadsheet template you can use to track your monthly expenses and reimbursements.
Meme Financial Meme
A little comic relief for your tax season. Because sarcasm is deductible… right?
Call Book a Call
Want to stop white-knuckling your books? Schedule a free call and let’s talk strategy.

Podcast Pro

Before: 3 platforms, zero systems.
After: Streamlined income tracking and quarterly planning. Less spreadsheet, more mic drop.

Luxury Travel Planner

Before: Bookings galore, books a mess.
After: Clean categorizations, dreamy dashboards. Like first-class bookkeeping.

Multi-6-Figure Optometrist

Before: Outdated QuickBooks and no clarity.
After: Modern systems, simple reports, and peace of mind—even during tax season.

The DIY Boss

Before: Guessing games and Venmo receipts.
After: Clear SOPs and a real team. Books you don’t have to babysit.

Podcast Pro

Before: 3 platforms, zero systems.
After: Streamlined income tracking and quarterly planning. Less spreadsheet, more mic drop.

Luxury Travel Planner

Before: Bookings galore, books a mess.
After: Clean categorizations, dreamy dashboards. Like first-class bookkeeping.

Multi-6-Figure Optometrist

Before: Outdated QuickBooks and no clarity.
After: Modern systems, simple reports, and peace of mind—even during tax season.

The DIY Boss

Before: Guessing games and Venmo receipts.
After: Clear SOPs and a real team. Books you don’t have to babysit.