Aiming for your First $100K in revenue? You're in the Bootstrap Phase of your business.
This is the hardest stage—and the most ignored. We built our system to support it.
You’re juggling everything.
But what if it didn’t have to feel so hard?
Imagine your business finances making sense.
Your numbers organized. Your time freed up.
Your vision finally grounded in clarity.
This is why you started—to build something that gave you more life, not less.
Let’s make that possible.
Your First $100K: Bootstrap Phase
You’re doing everything—and it shows.
Clients. Marketing. Admin. Family. Bills. Dreams. All of it.
You’re running this business on personal grit and limited resources.
No outside capital. No big cushion. Just your time, energy, and whatever’s in the bank.
And sure—you can do it without structure.
But that path is longer, riskier, and more expensive in the end.
Because every missed insight costs you time. Every late decision costs you money.
And every month you don’t pay yourself chips away at the reason you started this in the first place.
This phase requires clarity—because you don’t have room for trial and error.
You’re building something real, but if you’re not careful, you’ll burn out before you ever get to enjoy it.
You don’t need perfection.
You need a clear path forward.
Let’s build it together.
This Is the Hardest Phase to Navigate—And the Most Overlooked
There’s so much to juggle: inconsistent income, unclear pricing, messy systems, and the pressure to get it right without burning out.
Most accountants skip over this phase—not because it’s unimportant, but because it’s messy, nuanced, and underserved by design.
Our corporatist systems were built to support the already-successful. The wealthy skip this stage entirely.
This is the bootstrap phase.
Where you're doing everything yourself, often with no playbook—and very little margin for error.
We built our services to walk with you through it.
You don’t need perfection.
You need structure, visibility, and a path that actually fits where you are. That's where our plan comes in.
How We’ll Work Together
At this phase, clarity is your superpower—and rhythm is your secret weapon.
After your initial setup (that’s Step 1), we move into monthly support when you're ready to level up. You’ll stay connected to your numbers by classifying your own transactions—this keeps you engaged with a finger on the pulse.
Step 2. Monthly Support can include our team:
• Reviewing your books to ensure your foundation is solid.
• Building your dashboard to visualize where your money is going—and where you want it to go.
Want to move through this phase faster?
Collaborate with us on strategy—not just compliance—build better habits, make stronger decisions, and grow with far less chaos.
This isn’t just bookkeeping. It’s a system to make decisions with confidence.
Let’s get you out of survival mode—and into intention and strategy.
To ensure every client receives the support and attention they need, we only take on a limited number of businesses in this phase. If this feels like the right fit, we encourage you to reach out early to reserve your spot.
Step 2: Monthly Rhythm for Bootstrapping
These plans are built specifically for businesses earning their first 100K—designed to meet you where you are, with the structure, visibility, and guidance to hit your goals.
Highest Value
$385/month
What's Included
✓ Monthly reconciliation up to 2 accounts
✓ Your Past, Present, Future in a clear, digestible format
✓ Monthly visual dashboard
✓ Cash flow, budget, and profit snapshots
Plus
✓Ongoing 1099 Vendor Prep
✓ Insight Monitor expert nudges when we spot room for improvements
Why It's Great
✓ Combines clean books + strategic clarity
✓ High-level clarity so you can track progress and lead with intention
Insights Only Plan
$275/month
What's Included
✓ Monthly visual dashboard from your uploaded reports
✓ Cash flow, budget, and profit snapshots
✓ Your Present and Future in a clear, digestible format
Why It's Great
✓ Works with any accounting software
✓ Ideal for DIY bookkeepers who want visibility without monthly review
✓ High-level clarity so you can track progress and lead with intention
QBO Review Plan
$155/month
What's Included
✓ Monthly reconciliation up to 2 accounts
✓ Your Past organized accurately in your Quickbooks Online account
✓ Monthly Financial reports delivered through our portal
Plus
✓Ongoing 1099 Vendor Prep
✓ Insight Monitor expert nudges when we spot room for improvements
Why It's Great
✓ Ideal for DIYers who want expert review on a monthly cadence
✓ Keeps your books accurate and dependable year round
What Happens If You Don’t Get This Right?
Most businesses that fail don’t collapse from a lack of talent or passion—they burn out from confusion, cash flow surprises, and decisions made in the dark.
Without structure, you risk:
Underpricing—and forgetting to pay yourself
Overspending—because you don’t have the full picture
Chasing every idea—without a system to filter what works
Making growth decisions based on guesswork
Hitting $100K—and still wondering where the money went
Let’s build a sustainable foundation that can grow with you.
What If Your Numbers Finally Made Sense?
Most small business dashboards are built for accountants.
This one’s built for you.
It shows you:
How much you made—and what’s actually profit
How much to save for taxes (based on what you actually paid yourself)
Where your cash is going—including debt, assets, and owner draws
Whether you're on track with your budget—visually, not just in sea of numbers
How much you need to bring in each month to hit your goals—without burning out or guesswork
Where problems are brewing—before they become chaos
And the best part? You don’t need a finance degree to read it.
Our dashboard gives you relief, confidence, and a clear path forward.
Not just a path. A plan.
Your Future Is in Your Hands
What happens next depends on how clearly you can see where you need to go.
We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.