Clean, current books and a monthly P&L — every month without fail.

Built for solo business owners and freelancers with low transaction volume who need reliable financial records without the overhead of a full-service bookkeeper. Includes monthly transaction categorization, bank and credit card reconciliation (up to 2 accounts), receipt organization, monthly Profit & Loss report, and basic invoicing and payment tracking.

Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.

Accurate books, reliable reporting, and a clear financial picture every month.

Designed for growing businesses that need more than a basic P&L — this tier adds Balance Sheet reporting, cash flow summaries, A/P and A/R coordination, monthly close execution, and direct coordination with your CPA or tax preparer. Includes limited historical cleanup (up to 3 months) and reconciliation across up to 5 accounts.

Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.

Fully managed financial operations — books clean, reports ready, owner informed.

The complete bookkeeping solution for established businesses that want hands-off financial record management. Full bookkeeping ownership across all accounts, payroll data coordination, custom financial dashboards, quarterly snapshots, QBO system optimization, and priority support. Delivered by a QuickBooks ProAdvisor with Intuit certifications in bookkeeping, payroll, and enterprise suite.

Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.

One defined financial priority, fully implemented in one focused business day.

Come in with a financial systems problem — leave with it solved. In 6–8 hours of uninterrupted work, one financial priority is scoped, executed, and handed off with full documentation. Common VIP Day projects include QBO cleanup and optimization, catch-up reconciliation, invoicing system setup, A/R workflow builds, and financial reporting dashboards.

Scheduled within 1–2 weeks of signed agreement and payment. All deliverables scoped and agreed before the day begins. VIP Day fee credited in full toward a monthly retainer if you convert within 30 days.

Point-in-time clarity or historical cleanup — before committing to ongoing support.

Ideal for businesses with bookkeeping backlog (1–12 months), a messy QBO file, or disorganized records ahead of a CPA meeting. Scoped and priced based on transaction volume, number of accounts, and timeframe. Delivered within an agreed timeline confirmed at intake.

If you convert to a monthly retainer within 30 days, this fee is credited in full toward your first month.

Administrative stability and organized daily operations for solo founders and small teams.

Provides reliable, proactive administrative coordination covering inbox monitoring, calendar scheduling, CRM updates, file organization, and client follow-ups. Built for business owners spending executive time on admin work who need a professional to take it off their plate — consistently and without hand-holding.

This service is administrative coordination only. Project management, bookkeeping, and operations strategy are outside scope.

Proactive communication management and scheduling discipline for growing businesses.

Adds inbox prioritization and executive filtering, strategic calendar protection, meeting preparation and follow-ups, customer and client support coordination, travel and event logistics, and limited personal executive support — on top of the full Foundation tier scope.

Best for growing businesses that need an experienced administrative partner managing communication and logistics proactively, not reactively.

A trusted administrative right hand for established executives who need full ownership and priority access.

Full executive inbox ownership, gatekeeping and priority screening, high-volume scheduling, cross-functional administrative coordination, expanded personal executive support, and priority response times. Built for executives who need a senior, high-trust administrative partner — not task support.

Organized, on-track projects delivered without the owner having to chase.

Manages 1–2 active projects with full task tracking, deadline management, project management tool setup and maintenance (ClickUp, Asana, etc.), basic team coordination, weekly check-ins, and weekly status reporting.

Best for solo founders and small businesses who are the bottleneck in their own projects and need an experienced partner to manage execution cleanly.

Consistent project execution plus proactive operations improvement for growing teams.

Manages multiple simultaneous projects while also improving the systems and workflows around them — SOP documentation, process cleanup, launch management, team accountability rhythms, and bi-weekly strategy check-ins. Built for businesses with a team where the owner is still carrying too much of the operational load.