Our Service Packages
Starting at $300/month
Root
Create on a solid foundation.
Organized bookkeeping and tax-ready records that bring structure to your finances and peace of mind to your business.
What's included:
Monthly transaction categorization
Bank and credit card reconciliations
Organized, tax-ready books
Monthly financial statements
Email support for bookkeeping questions
You'll gain:
Confidence that your books are accurate
A clear picture of your business finances
Less time spent sorting receipts and transactions
Peace of mind when tax season arrives
Starting at $300/month
Grow
See the progress behind your passion.
Clear financial reports and consistent bookkeeping that help you understand where your business stands and where it's headed.
Everything in Root, plus:
Monthly financial review
Customized financial insights
Profit and expense trend tracking
Quarterly check-in meetings
Priority email support
You'll gain:
Greater visibility into your business performance
Confidence making pricing and spending decisions
A better understanding of your profitability
Support as your business continues to grow
Starting at $400/month
Flourish
Focus on your craft. I'll handle the numbers.
Intentional bookkeeping and ongoing financial support that give you the freedom to create with confidence.
Everything in Grow, plus:
Monthly strategy calls
Cash flow monitoring
Budget and goal tracking
Project or service profitability analysis
Priority support throughout the month
Collaboration with your accountant during tax season
You'll gain:
Complete confidence in your financial systems
Clear insight into business growth opportunities
More time and energy to focus on your clients and creative work
A trusted partner invested in your success
Starting at $500/month