Your finances aren't just boring numbers on a screen…

They're the heartbeat of your business!

Simple Start

Ideal for new wellness entrepreneurs seeking foundational bookkeeping support.

-Monthly Bookkeeping
-Update and Categorize Transactions 
-Reconcile Accounts 
-Financial Reports Package including Profit & Loss and Balance Sheet
-Support via Email

Signature

Designed for established practices needing comprehensive financial management.​

-Bi-Monthly Bookkeeping
-Update and Categorize Transactions 
-Reconcile Accounts 
-Create Invoices
-Post Customer Payments
-Enter Bills and Attach Invoices in QBO
-Enter Expenses and Attach Receipts in QBO
-Financial Reports Package
-Unlimited Communication and Support

Clean Up / Catch Up

For businesses needing to get their finances back on track.​

-Review Current Bookkeeping
-Catch Up on Prior Months 
-Adjustments and Corrections as Needed
-Establish a Bookkeeping System that Works for your Business
-Financial Reports Package
-Full Review of Catch Up Period
-One-Time Fee based on Scope of Work

Cash Flow Clarity

For business owners ready to master their money and scale with confidence.

- Custom Cash Flow Forecast tailored to your business goals
-  Monthly review of income vs. expenses to spot trends and risks
- Budget planning for upcoming projects, taxes, and operational needs
- Strategy calls to adjust and optimize as your business evolves-
- Ongoing email support for financial questions and quick check-ins

Simple Start & Signature Bookkeeping

Best for: Business owners at all stages

What we provide is accurate records of your transactions so can have clean, tax-ready financials. Keep a clean paper trail and attach supporting documents. Reconcile your bank and credit cards accounts so you can be sure the numbers are right. And provide customized reports so you can understand the numbers and gain actionable insights.

Services Not Offered:

  • Legal Business Advice

  • Tax Preparation

  • On-Site Bookkeeping

Catch Up / Clean Up

Best for: Business owners needing records up-to-date

You're not alone if you've tried managing your own books and ended up with a big mess and a headache! Or if you haven't touched your books and would rather do anything else than tackle bank reconciliations. Fear not—it's not the end of the financial world if your books have been gathering dust or are in a mess!

Let's bring you up to speed, spruce up those records, and get you all set for a fresh start in the new month or tax season (with a generous side of relief, compliments of us).

Cash Flow Clarity

Best for: Business owners ready to level up

Say goodbye to the constant money guessing game and hello to clarity, control, and confidence. Our Cash Flow Clarity package is designed to help you take the reins of your finances and create a roadmap that supports your growth—not your stress.

This isn’t just about spreadsheets—it’s about empowered decision-making and financial peace of mind. You’ll walk away knowing exactly what’s coming in, what’s going out, and how to plan for your future like the CEO you are.

  • A fully customized cash flow forecast built around your business goals

  • Monthly reviews to spot trends, shifts, and opportunities

  • Budget planning that aligns with your vision (and your tax deadlines!)

  • Strategy calls to adjust, refine, and keep you one step ahead

  • Ongoing support to help you make smart, informed money moves

FAQs

  • Bookkeepers handle the daily business activities, such as data entry and reconciling. Also, your bookkeeper is typically cheaper handling your books and are more responsive. Accountants interpret the financial data and prepare your tax statements, tax returns, and audits. And yes, both are necessary. It's beneficial to have two sets of eyes on your financials! Bookkeepers looks at the financial numbers monthly, tracking transactions, reconciling, and keeping reports nice and tidy to hand off the accountant, who then helps you make the best tax deductions and decisions for your business.

  • The benefits of a virtual bookkeeper include saving money, flexible hours, expert financial management, freeing up your time, easy scalability, and secure, cloud-based data access. We specialize in QuickBooks Online, which is cloud-based, meaning we can log on and work from anywhere—and you can be located anywhere. We offer many forms of communication to stay connected with our clients, ensuring we are always just a call or click away.

  • The answer is no, but the good news is your business finances will be neat and tidy, filing taxes will be a breeze for any accountant.

  • We're here to assist! We'll tidy up your books to bring everything back in order and provide a one time-fee to get everything current. Going forward, we can handle the monthly upkeep to guarantee your figures are precise and straightforward.

  • As for what you need to prepare before starting with us, the answer is: Nothing! Whether you need assistance setting up new books or tidying up existing ones, we'll handle the heavy lifting, freeing you to concentrate on your strengths.