Monthly Service Options

Choose the level of support that fits your needs best. Each package is designed to meet you where you are and walk with you to greater clarity, freedom, and peace.

Our Services

  • Scenic landscape with a river or lake, surrounding green hills, and mountain range in the background under a cloudy sky.

    Uncertain

    Uncertain (starting $300/mo)

    · Business & personal tax filing

    · Quarterly financial check-ins

    · Strategy sessions (quarterly or as needed)

    · Reliable support for tax and financial questions

  • A modern house with wooden exterior walls and a stone foundation is situated on rolling green hills, with snow-capped mountains in the background under a cloudy sky.

    Overwhelmed (starting $600/mo)

    · Everything in Uncertain, plus:

    · Monthly bookkeeping

    · Monthly financial reviews

    · Payroll processing

    · 1099 preparation and filing

    · Proactive tax planning

  • A modern building with wooden and white siding, large glass window, set against a mountainous landscape with dry grass and small trees in the foreground.

    Bound (starting $1,200+/mo)

    · Everything in Overwhelmed, plus:

    · Budgeting and forecasting

    · Cash flow management

    · Owner compensation strategy

    · KPI tracking and visual dashboards

    · Pricing and profitability analysis

    · Financial system design and automation

    · Entity structure optimization

    · Ongoing strategic consulting and advisory

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One-Time Project Options

Need help with something specific? We’ll step in, clean it up, set it straight, and get you moving again. These one-time services are scoped based on your unique needs and typically fall within the following categories:

Our Services

  • Scenic landscape with a large body of turquoise water surrounded by rolling hills and rugged mountains under a cloudy sky.

    Small Fix ($500–$1,000+)

    · Bookkeeping cleanup (1–2 months)

    · IRS/state letter response

    · Basic tool setup (e.g., QuickBooks Online)

  • A small building situated on a hilly landscape with snow-capped mountains in the background under a cloudy sky.

    Mid-Sized Setup ($1,000–$2,000+)

    · Startup formation and setup

    · Chart of accounts buildout

    · Multi-month bookkeeping cleanup

    · Software conversion and training

  • Modern wooden building with large glass window in a mountainous landscape with dry grass and small trees.

    Large Engagement ($2,000+)

    · Historical financial rebuild

    · Cash flow system setup and triage

    · Strategic planning sessions (half or full day)

    · Custom financial project tracking

    · Pricing and profitability overhaul

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Frequently Asked Questions

  • The difference is based on how I can best serve your business. There’s no need to pay for more than you require — each package is designed to give you just the right level of support.

    These packages are also just starting points. We can customize them based on your unique situation. For example, maybe you choose the Uncertain package for help with taxes, but also need assistance tracking vendors and sending out 1099s. No problem — we’ll build a custom version together and adjust the pricing accordingly.

  • The best way? Just reach out. I’ll walk you through the options.

    The second-best way is to ask: What part of your finances is causing the most stress right now? Start with the package that directly addresses that pain point.

  • Everything needed to solve the issue at hand. If your books are a mess, I’ll come in, get them cleaned up, and leave them organized and ready to go. We’ll talk through all the details and expectations ahead of time so you know exactly what’s included and what the result will be.

  • Absolutely. That happens all the time.

  • Yes — I don’t hand you off. I believe in building relationships, not just managing numbers.

  • I serve a wide variety of small businesses, but I especially enjoy working with people who are looking for simplicity, peace of mind, and someone who actually explains what’s going on.