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 one-time help with a specific project?
Or do you need ongoing support to get your financial life in order?

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

Our Services

  • A person standing on a small boat, wearing a wide-brimmed hat and blue shirt, fishing on a lake with calm water and green mountains in the background.

    One-Time Projects

    When you just need someone to step in and fix it — fast.

    Examples of one-time projects:


    -Bookkeeping clean-up
    -Software conversion
    -Startup setupFinancial project tracking

    Investment: Starting at $500

  • Close-up of a metal shackle attached to a rope on a boat, with additional ropes in the background.

    Ongoing Packages

    For business owners ready for steady, strategic support.

    Perfect for:

    -Those who want to make sure they’re doing things right
    -Those who are tired of doing it all themselves
    -Those ready to take back their life — and leave their finances to someone they trust

    Investment: Monthly packages range from $300 – $1,200+

💬 How it Works

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

  • Project quote – I scope it with a flat or range-based 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.