OUR SERVICES
You’re running a smart, creative business. And let’s be real, the money side probably isn’t what gets you out of bed in the morning. You’ve got better things to do than organize receipts or remember payroll deadlines.
That’s where we come in.
We handle the numbers, the systems, and all the stuff you’d rather avoid. Bookkeeping, payroll, and backend support for people who didn’t go to business school and aren’t trying to pretend.
No lectures. No fluff. Just clean books, solid systems, and the peace of knowing someone’s keeping it together behind the scenes while you keep doing your thing.
UNCONVENTIONAL BOOKKEEPING
Bookkeeping that bends with your business, not the other way around. We keep your books clean, organized, and personalized to how you actually work (even if that means Venmo, Cash App, or receipts buried in your camera roll). No lectures, no fluff. Just financial clarity and support that fits your style. Whether you're caught up or catching up, we help you make sense of the mess and move forward.
CREATIVE FINANCIAL SOLUTIONS
For the business moves that don’t fit neatly into a spreadsheet. We help you think through payouts, owner draws, team structure, and the weird money stuff no one talks about. Whether you're splitting income with a partner, planning for taxes, or just trying to get paid without screwing it all up, we’ll help you figure it out. Clear advice, smart strategy, and no condescending vibes.
NO NONSENSE PAYROLL
You’ve got a business, not a side hustle in tax compliance. We handle payroll for W-2 employees and independent contractors, onboarding, direct deposits, tax filings, W-9s, 1099s, all of it. Your team gets paid on time, the IRS gets what it wants, and you don’t have to think about payroll ever again. No stress, no surprises, no screwing it up.
MONTHLY SERVICES
Imagine your books handled every month, no chaos, no guesswork. All you have to do is sit down, review your numbers, and actually make moves. Real growth. None of the spreadsheet panic.
We don’t do one-size-fits-all pricing because your business isn’t one-size-anything. Every quote is personalized based on what you actually need, not some generic package full of stuff you’ll never use. You won’t find a confusing tier chart here. Just a thoughtful setup, honest pricing, and support that fits the way you work.
If you’re looking for a basic spreadsheet jockey, that’s not us. If you want a real partner who gets your business and builds a backend that makes sense? We’re ready when you are.
GAME CHANGER
Starting at $950
Everything in Growth Mode
Plus:
Bi-Weekly Recordkeeping
Advanced Reports
45 Minute Monthly Meeting
Email, Phone, & Text Communication
Annual Recap & Budget Planning Meeting
*this is an ideal package for you if you’re making $350k+ annually OR who want a true partner in business that wants to help you to level up your business and increase profits by truly understanding, organizing, and planning your finances.
GROWTH MODE
Starting at $550
Everything in Groundwork
Plus:
Intermediate Reports
Email & Phone Communication
Unlimited Bank & Credit Card Accounts
1099 Filings
Business Compliance Reminders
*choose this if you are making $150k+ AND/OR would like to understand where you are each month so you can make informed choices in your business.
GROUNDWORK
Starting at $400
HubDoc Software Included
Monthly Recordkeeping
Quarterly Review and Reports
Email Communication
Unlimited Transactions
Up to 3 Bank & Credit Card Accounts
Unlimited Communication
Annual Financial Presentation
*great option for creators making $150k or below and want someone else doing your books so you can focus on growing your business.
*Each package will be tailored to your needs. If you need clean-up/catch-up it will be 1/2 of your monthly fee, which is determined after our initial strategy call. There is a $297 start-up fee for all new clients.
SET-UP & ADD-ON SERVICES
New idea or new-ish biz? We’ve got the setup handled — from paperwork to QuickBooks.
QBO or XERO SET-UP
$497 one time
Includes a 30-minute walkthrough
We’ll set up your accounting software so it actually makes sense for your business — not just whatever default nonsense it came with.
What’s included:
A custom chart of accounts that fits how you really operate
Bank feeds connected for smooth, automatic transaction import
Settings configured to match your workflow (no more mystery buttons)
Invoicing, expenses, and all the essentials ready to roll
A 30-minute walkthrough to show you around and make sure you're good to go
Need more help? Extra training is available at $150/hour.
P.S. If you're signing on for monthly services, this setup is still required — we just do it for $297 instead.
GUSTO PAYROLL SET-UP
$297 one time
Include a 30-minute walkthrough
Payroll doesn’t have to be a nightmare — but it does have to be done right. We’ll get Gusto set up for your team, your contractors, and your sanity.
What’s included:
Full Gusto account setup (you’ll invite us in — we’ll take it from there)
Proper classification of employees vs. contractors
State and federal tax account setup assistance
Direct deposit, schedules, and onboarding customized for your workflow
Payroll policies dialed in (paid time off, reimbursements, bonuses — we got it)
A 30-minute walkthrough to show you how to run things smoothly
Need more help? Add extra training at $150/hour.
P.S. If you’re signing on for monthly payroll services, setup is discounted to $297.
SERVICE DESCRIPTIONS
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We're big on efficiency and systems here, which is why we set all our clients up with HubDoc for receipt management. We cover this fee for you and if we ever part ways, we transfer all ownership to you if you so choose!
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We handle your bank feeds, match and record transactions, and keep your records audit-proof with your receipts and invoices. Our focus is on ensuring your data is accurate and reliable.
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We don’t cap transaction counts, because we know launches, bookings, and big brand deals don’t happen on a set schedule. Every six months, we’ll check in on your pricing to make sure it still matches the value we’re providing (and the level you’re playing at). As your business evolves, we evolve with it.
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We never want you to feel like you can’t reach out with a question or just talk something through, communication is always included. If it turns into deeper analysis or research outside the usual scope, we’ll just let you know before billing anything extra. No surprise invoices. No weird vibes.
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If you’re paying rent, attorneys, or other contractors through your business, you might need to send out 1099s. We’ll help figure out who needs one and take care of the filing so it’s off your plate.
