Interested in working together ?
We would be honored. It's a big deal to support your business, you, and your family.
To make sure we're a good fit, grab some time to speak with our owner, Kim.
Or simply send us a message. Ask us anything, we're here to help.
We're committed to great communication. Here's some things to know about getting started.
We are a boutique bookkeeping firm specializing in serving service-based solo businesses and small teams. We work closely with Therapists, Creatives, and professional service providers, who fit well with both our simple done-for-you process and culture-led team. (We do serve clients in many service industries, just ask).
We support service based business LLCs, S-Corps, and sole proprietors.
We do not work with : businesses with multiple owners, C Corps, Nonprofits, Retail, eCommerce, Real Estate Investors, Trucking, Full Service Restaurants & Bars or 280e businesses.
We offer 3 affordable packages at low fixed monthly fees. Each package lists all services included, ranging from the basic compliance to financial reviews and check-ins. There are no hidden charges,surprises, and no contracts.
Every month we categorize all transactions, work with you on questions, reconcile your bank accounts, close your books, and deliver reports to your secure client dashboard. At year-end we provide completed tax ready reports for your tax preparer.
We also include unlimited support and use our own accounting software.
Most clients are up and running within one week of signing up.
Our streamlined onboarding process connects your bank accounts securely to our system, and we handle any catch-up work needed to get your books organized. You'll receive your first professional reports within 7-10 business days.
No! It doesnt matter whether you currently use QuickBooks or not. Your days of struggling with - and paying for - QuickBooks are over. We do all the work for you, behind the scenes using our own software. You can access all of your business financials on a beautiful sleek interactive Dashboard inside your custom client portal - no bookkeeping required.
Yes, your tax preparer can easily be added to your client portal if you like. This eliminates back-and-forth emails and ensures your tax preparer has direct access to your business financials for tax planning.
We offer a 20% discount on Catch-up months to help eliminate your stress.
Don't let messy books keep you from getting the help you need. Most catch-up work is completed within a week of onboarding.
Yes, we work in virtually every state (the only exception is Colorado).
We serve clients nationwide, your location doesn't matter. We use highly secure, modern cloud-based systems to access your financial information and deliver reports through your client portal. Our clients love that they never have to schedule in-person meetings or drop off paperwork.
You get unlimited online support with all of our packages. Our commitment is to respond within 48 business hours, so you’re never left on your own.
Your client portal isn't just for viewing reports - it's also your direct line to our team. Ask questions, request clarification, or get help understanding your financial information. We pride ourselves on responding quickly and explaining things in simple terms, not accounting jargon.
Yes! Each January we provide a year-end tax prep package ready to deliver to your tax preparer. You can even choose to have us coordinate directly with them. Truly making tax seasons a breeze.
Your tax preparer will love receiving properly categorized books instead of a shoebox of receipts.