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 your executive team?

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

Services

Shoreline

setting out

$500/mo

*base starting price

  • Monthly bookkeeping in QuickBooks Online

  • Bank and credit card reconciliations

  • Accurate categorization and controls

  • Monthly P&L and balance sheet

  • Year-end close support (tax handoff only)

  • Email support for basic questions

Anchor

secure your position

$1,250/mo

*base starting price

  • Everything in previos tier

  • Payroll processing and payroll filings

  • Business tax return preparation

  • Monthly financial review (recorded)

  • Cash flow and profitability tracking

  • Direct coordination between books, payroll, and taxes

Deep Waters

envision the future

$2,500/mo

*base starting price

  • Previous Tier
  • Budgeting and rolling forecasts
  • Cash flow planning and scenario modeling
  • Decision support for hiring, pricing, and growth
  • Quarterly strategy calls
  • Direct access for high-impact decisions

💬 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