•  We are a boutique bookkeeping firm, providing 100% customized bookkeeping solutions + financial consulting for our clients.
  • We streamline your bookkeeping systems and procedures, reducing stress and creating clarity.
  • We use secure banking connection technology to retrieve your newest statements when they become available, you’ll automatically get all your transactions categorized and reconciled within your cloud-accounting software.
  • We utilize automation to maximize your deductions – so you keep more of what you make 🙂
  • After the initial set-up, our service repeats every month without you having to do anything.



  • Every month you’ll receive three simple reports (balance sheet, income statement and statement of cash flows) via email, then we’ll hop on the phone and help you understand your reports so you can make smart business decisions.
  • We utilize our custom Financial Intelligence Package to create a plan for increased profitability and growth in your biz!
  • We advise you how to legally lower your taxes, increase profits and manage your cash flow.
  • No more IRS anxiety! You’ll know your numbers – clarity is a beautiful thing.



  • Fixed and predictable pricing.
  • Reports automatically sent monthly, no delays.
  • In between, you’ll have the support of your dedicated bookkeeper – we are available to answer any questions that pop up and to review your month end reports.
  • No more tax time stress, everything’s in order and complete, saving you on year-end CPA fees.
  • We’re happy to provide Year-End Financial Reports to your CPA/Tax Preparer on your behalf.
  • Our fees are tax deductible.

We take away your bookkeeping stress and free up your valuable time so you can do more of what you LOVE 🙂


Find out more about our monthly packages

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