Choose Your Own Adventure

Every business has different needs — and different knots. That’s why I offer flexible, honest options to meet you where you are.

Are you looking for someone to help keep you update to date and organized, or someone to come along side of you on this journey and be a trusted member of you executive team?

Either way, I’m here to untangle the mess and bring peace to your process.

Services

Shoreline

setting out

$750/mo

*base starting price

  • Advisory
  • Monthly bookkeeping
  • Business tax return
  • Personal tax return
  • Tax planning

Anchor

secure your position

$1,250/mo

*base starting price

  • Previous tier
  • Monthly financial statements
  • Monthly video review
  • Systems and controls review
  • Audit support

Deep Waters

envision the future

$2,500/mo

*base starting price

  • Previous tiers
  • Executive level support
  • Cash flow tracking
  • Budgeting
  • Strategy sessions

💬 How it Works

  • Discovery call – You tell me what's going on

  • Project quote – I scope it with a tailored price

  • I get to work – You breathe easier

Ready to Untangle Your Finances?

You’ve done the hard part — now let’s build a plan.

Start Untangling