Back-Office for Solopreneurs and Small Business Owners
Your business deserves more than basic data entry. It deserves a professional ecosystem that is tax-ready and stress-free.
Our Services & Pricing
Bookkeeping Services
[Monthly Retainers]
The Essentialist Package
Monthly ledger management, reconciliation (up to 50 transactions), and tax-ready financial reporting.
The Strategist Package
Everything in Essential, plus A/P and A/R management, monthly advisory call, and workflow automation.
QuickBooks (QBO) Technical Services
[One-Time and Hourly Rates]
Advisory and Troubleshooting (hourly)
Best for: Quick fixes, custom reporting setup, or one-on-one training sessions.
QBO "Clean-up" (one-time, fixed)
Includes: Categorizing backlogged transactions, reconciling past bank statements, and ensuring the ledger is tax-ready.
QBO New Business Setup (one-time, fixed)
Includes: Chart of Accounts customization, bank feed integration, and basic training.
Business Compliance
[One-Time and Hourly Rates]
General Consulting Services
Project-based business compliance-related services.
Business Registration (one-time)
Includes: LLC/Business formation assistance and initial Secretary of State filings.
Certification Application Support (one-time)
Includes: Document synthesis, narrative development, and rigorous final review to ensure a “funding-ready” submission.
Strategic Business Plan
Includes: Comprehensive market research, 3–5-year financial projections, and competitor analysis.
The "Starter" Plan
For Internal/General Purposes
The "Funding-Ready" Plan
For submission to the Small Business Administration, Banks, and Lending Institutions.
Marketing Analysis & Technical Reports
Includes: Synthesizing complex data into actionable insights for the client’s specific industry.
Business Research (hourly)
Includes: Project-based market research, target audience psychographics
Comprehensive Market Analysis Report (one-time, fixed)
Includes: Audience psychographics, branding and messaging, market strategy, and pricing strategy.
The Initial Discovery Audit (one-hour) is a $250 non-refundable investment. However, to support your momentum, the full fee is credited toward your services once a formalized service agreement is in place within 7 days after the discovery call.
Certifications
Let us handle your bookkeeping and documentation so you can focus on making your vision sustainable.
Ready to take the next step?
Join us and discover what we can do for you.
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