Bookkeeping Services

  • 🌸 Quarterly Tranquility Package

    Investment Details - $500 Quarterly

    Perfect for startups or newly formed businesses with low transaction volume.

    You don’t need monthly bookkeeping (yet), but you do want to stay on top of your numbers. The Quarterly Tranquility Package gives you peace of mind with clean, organized books—without the overwhelm.

    We’ll track and categorize your income and expenses each quarter, reconcile your accounts, and deliver tax-ready financials so you’re never scrambling at year-end. It’s clarity, consistency, and confidence—delivered every 3 months.

    Additional fee for add ons such as sales tax filings and 1099 filings.

  • 🌿 Clarity Package

    Investment Details - Starting at $250/month

    Perfect for solopreneurs or side hustlers who want a solid financial foundation.

    You’re building something great—now it’s time to get your numbers in order. The Clarity Package gives you consistent, month-to-month bookkeeping so you always know where you stand.

    We’ll handle your income and expense tracking, reconcile your accounts, and deliver easy-to-read financial reports you can actually use. Plus, you get unlimited support for those “is this deductible?” moments.

    With up to 100 transactions per month, this package is ideal for early-stage entrepreneurs who are ready to treat their business like a business.

  • 🧘‍♀️ Balance Package

    Investment Details - starting at $400/month

    A step up for growing businesses ready to stay centered and consistent.

    As your business grows, so does the need for more comprehensive support. The Balance Package is designed for entrepreneurs who are scaling and want to stay organized, compliant, and in control.

    You’ll get everything from the Clarity Package—plus sales tax tracking and filing, 1099 vendor management, and deeper financial reporting to guide your decisions. With support for up to 300 transactions per month, this package keeps your financials flowing smoothly, so you can focus on running your business.

    Stay grounded. Stay balanced. We’ve got your books.

  • 💫 Alignment Package

    Investment Details - starting at $600/month

    Best for established businesses ready to align every dollar with intention.

    You’re not just running a business—you’re building something with purpose. The Alignment Package is built for entrepreneurs who are ready to fully step into the CEO role and make strategic, data-backed decisions.

    This premium package includes everything in the Balance Package, plus payroll reconciliation, support for up to 500 transactions per month, and custom reporting dashboards tailored to your business goals.

    It’s high-touch, high-clarity bookkeeping that empowers you to lead with confidence—knowing your numbers are not just up to date, but working for you.

Monthly Bookkeeping

No matter where you are on your journey, we’ve got you covered.

Whether you’re just getting started or scaling to six figures and beyond, we offer flexible, mindful bookkeeping support tailored to your business. Our monthly packages are designed to meet you where you are—and grow with you.

Not sure which plan fits best? We’ll help you find (or build) the one that aligns with your needs.

Quickbooks Set Up

New to QuickBooks? We’ve got you.

We work exclusively with clients on QuickBooks Online (QBO) to keep things organized, efficient, and easy to manage. If you're not on QBO yet, no worries—we’re happy to get you set up the right way from the start.

From account configuration to chart of accounts and bank connections, we’ll lay the foundation so you can stay organized and stress-free as your business grows.

Payroll Set Up

Running an S Corp? Let’s get your payroll in place.

If you’re an S Corporation, paying yourself through payroll isn’t just recommended—it’s required. We’ll help you get set up with our preferred provider, Gusto, to ensure everything is compliant, streamlined, and stress-free.

From onboarding to direct deposit and tax filings, we’ll guide you every step of the way so you can pay yourself properly and stay on the IRS’s good side.

Tax Prep

Stress-free tax season starts with clean books.

Our services are designed to deliver tax-ready financials that make filing seamless and accurate. We also collaborate directly with your tax preparer to ensure they have everything they need—on time and organized.

No more last-minute scrambles or missing info—just smooth handoffs and peace of mind.