our services
Advisory
Without the Fluff
Perfect for the CEO who is done with playing small. You want to grow. You want clarity. And you want someone on your side who will cut through the noise, call out the BS, and give you a real plan that works. No finance-bro jargon. No pastel-colored Pinterest advice. Just straight strategy tailored to your business
We start with clean bookkeeping because you cannot build strategy on shaky numbers. From there, everything is customized to your goals, your offers, and the way you actually work. Bring us your chaos, your big dreams, your “is this even possible” ideas. We will turn it into a plan that makes sense and keeps you moving forward.
What We Can
Help You With
When you are ready to stop winging it and start leading with confidence, we are here to be the partner who makes your business make sense.
• Setting a financial strategy that does not collect dust in a binder
• Planning and analysis so you are never caught off guard
• Cash flow systems that keep you in control instead of scrambling
• Reports you will actually read (and use)
• Finding hidden profit so your business stops leaking money
• Spotting risks before they bite you
• Building growth plans that are bold and doable
All About the Books
Perfect for the CEO who wants clean, accurate numbers without the extra noise. You know bookkeeping is the backbone of your business, and you want it done right. No cutting corners. No scrambling at tax time. Just reliable data you and your money team can actually trust
We tailor your bookkeeping to the way you work. Venmo, Cash App, PayPal, Stripe, or a pile of receipts living in your camera roll — we can handle it. Every transaction is tracked, every account reconciled, every detail organized in a way that makes sense. This is the foundation you cannot skip if you want to grow without chaos.
What We Can
Help You With
When you are ready for books that are not just “done,” but done right, we are here to give you the clarity you need to move forward.
• Consistent, accurate bookkeeping that keeps your numbers clean
• Reconciliations so nothing slips through the cracks
• Organized records that make tax time painless
• Reports that are simple, clear, and always up to date
• A trusted liaison between you and your CPA or financial advisor
• Systems that bend with your business instead of forcing you into one box
Tidy Books Club (Clean Up)
For the business owner who knows things have gotten messy and wants their numbers back in order before it snowballs into bigger problems. We take disorganized, outdated books and get them back to clean, accurate, and current. No side-eye. No shame. Just the solid financials you need to finally see where you stand and make smart moves going forward. Strong businesses are built on reliable numbers. Without them, you are stuck guessing. With them, you get the clarity to make decisions, plan growth, and actually feel in control.
When you are ready for a clean slate and the clarity to move forward, we are here to get your books in order and your business back on track.
Add-On Services
Not every business needs the same extras, but when you do, we’ve got you covered. These services can be added to your ongoing bookkeeping package for extra clarity and peace of mind.
These add-ons are designed to bend with your business. Pick what you need, skip what you don’t. We’ll layer them seamlessly into your existing bookkeeping so you get clarity without complication.
Paying your team doesn’t have to be a headache. We’ll get payroll set up, keep it accurate, and make sure your employees and contractors are paid on time — without you stressing over the details.
Why it matters: Consistent, compliant payroll keeps your business running smoothly and your team happy.
Contractors are part of the game, but keeping track of who needs a 1099 can be messy. We’ll track, prep, and file your 1099s so you don’t have to scramble in January.
Why it matters: You stay compliant, avoid penalties, and keep your contractors squared away without lifting a finger.
Sometimes you need more than reports — you need a plan. We’ll help you build a realistic budget that fits your business and your goals, and we’ll track your progress along the way.
Why it matters: A clear budget helps you stop guessing, start planning, and actually hit your goals without overspending.
Why Work With Us
There are a million bookkeepers out there, but here’s the difference. We don’t just crunch numbers. We translate them into stories, strategy, and confidence so you can actually use them. We meet you where you are, whether that’s messy receipts in your camera roll or a million-dollar business looking for clarity.
You get a team that is sharp, thoughtful, and genuinely invested in your success. We are not here for surface-level advice or cookie-cutter systems. We are here to help you build something sustainable, profitable, and actually enjoyable to run.
