Numbers, made simple.
Tailored financial clarity for entrepreneurs and individuals who value growth and peace of mind.
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3+ Years of Financial Expertise
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Managing Accounts Worth Millions
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100% Client-Focused Service
Starter Package
Ideal for solopreneurs or side-hustlers who already have an accounting system in place and simply need professional, ongoing bookkeeping support.
Includes:
Monthly bank & credit card reconciliation
Categorization of income & expenses
Monthly Profit & Loss and Balance Sheet reports
Email support for financial questions
End-of-year tax-ready financials
$400/month
Signature Package
Perfect for service-based businesses,consultants, or boutique brands scaling their team or revenue. Takes you beyond basic bookkeeping into structured systems and professional financial management.
Includes everything in the Starter Package plus:
Payroll processing for employees or contractors
Customized Chart of Accounts setup
Tax-ready reporting & quarterly summaries
Monthly check-in email with insights
Priority email support
$600/month
Elite Package
This is the VIP tier - for businesses who want a financial partner,not just a bookkeeper. Perfect for entrepreneurs ready to refine profits, plan ahead, and build a lasting financial legacy.
Includes everything in the Signature Package plus:
Budget creation & monthly review
Cash flow tracking and projections
Quarterly Strategic Planning Call (1 hour)
Profit margin analysis
Pricing evaluation & recommendations
Support with estimated tax planning
$1,000/month
ONE-TIME SERVICES
Bookkeeping Clean-Up
$500-$1500/project
Payroll Setup - $300
ADD-ON SERVICES
Business Credit & Loan Guidance -$200-$250
Capital Access Program - $400
HOURLY CONSULTING
Tailored guidance, billed by the hour.
$75/hour
CUSTOM FINANCIAL STATEGY SESSION
Perfect for individuals, families, or entrepreneurs who want tailored guidance without committing to a monthly package.
$150
*Note: The Signature and Elite packages require a 2-month minimum commitment to ensure enough time for us to organize your books, implement processes, and deliver measurable results.(payment plans available). After initial terms, plans continue month-to-month.
Knowledge is power, and the best time to build it is young. The Kid’s Money Workbook introduces children to the basics of money in a fun, approachable way, helping them create a healthy relationship with saving and spending from the start.
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