Bookkeeping isn’t a budget. It's the foundation for one.

Start with one-time support to clean things up, get clarity, or map your next step.

These sessions are built around what you need—whether that’s strategy, cleanup, or a fresh start.

Here's How to Get Started

Fill Out our Form

Tell us about your business, tools, and goals—so we can spend our time together focused on what matters most.

Book a Quick Call

We’ll hop on a short call to confirm what support fits your goals and map your immediate next steps.

Sign and Schedule

Once we’ve got a plan, you’ll get a clear proposal and onboarding checklist. Then we lock in your session and get to work.

Running a business is hard work. Understanding your numbers doesn't have to be.

Clarity for Your Books + Dashboard for Insights = Confidence in Your Business

Step 1. Setting Up

How we start depends on where you are.

If you...

Are already using Quickbooks (QBO)

QBO Health Report

Try our ✨Clean Books Challenge✨

$850

Ready to put your books to the test?

We’ll begin with a QBO Health Report: a detailed review that scores your books for structure, accuracy, and tax readiness.

No work session needed until you score.

✓ Health Report + Clean Books Score ✓ Becomes your cleanup roadmap—whether you work with us or not ✓ Score high? You’ll earn up to $850 in credit toward monthly support

Reliable numbers are the foundation of impactful strategy. Let’s make sure yours are accurate, dependable, and ready to support your next move.

Want to start with a new QBO account

QBO Setup Session

Books aligned to goals, not just tax

$500 - $1000

Let’s build you a solid, clean foundation.

We’ll use your first session to set up a clean, customized QuickBooks Online account—built around your business model and goals. The scope of your setup depends on your needs, so we’ll guide you on whether a single or double session makes the most sense.

Note: Software subscription not included.

Limited by time, not scope. We can: ✓ Build Chart of Accounts ✓ Import past data ✓ Classify transactions ✓ Reconcile accounts ✓ Review ledgers & reports

We also offer a Lite version of QBO with limited features—for $250/year. Offer only available for accounts we set up.

Want to map out your goals and strategy

Strategy Session

Support your vision, not just tax

$500 - $1000

Let's turn your data into insights & action plan.

We’ll use your session for coaching, dashboards, or business strategy—whatever will unlock your next phase of growth. Whether we start with a single or double session depends on your goals and how deep we want to dive into your business.

Limited by time, not scope. You can use your session for: ✓ Workflow tweaks to make your systems more efficient & less chaotic ✓ Business coaching to align your numbers with your vision ✓ Dashboard setup to visualize your budgets, cash flow, and targets

Messy workflows and missing budgets don’t just waste time—they waste money.

Use this session to pivot with purpose and build a system that actually works for you.

What Comes Next

We offer monthly support—but only once your foundation is solid.

Since we’ll already be in conversation by this point, we’ll guide you toward the option that best aligns with your goals.

Here's how that works:

• QBO Work Sessions may be required before we can begin current month accounting

• Strategy Sessions are required before you can receive Money Map Dashboard insights. → We’ll use this time to define your goals, build your budget, and calibrate your dashboard around what matters most to you.