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WORK WITH US

Let's turn your financial systems into a strategic advantage

You’re building something big and your financial foundation should accelerate your growth, not slow it down. You’re ready for MORE clarity, MORE precision, and MORE strategic insights to scale with confidence. And how do we get you there? With expert bookkeeping that operates at the same level you do.

For the Founder
who's ready to:

Create more space for the work you love while the numbers stay managed with care, precision, and ease. 

Feel grounded and confident in every decision backed by clean financials, digital structure, and expert guidance.

Scale with confidence and ease knowing your financials are precise, compliant, and cared for at a high level. 

Elevate your systems to match your ambition with financial operations that feel aligned and built for expansion. 

And how do we get you there? With expert bookkeeping that operates at the same level you do.

Pick your advantage

Monthly
Bookkeeping:

Done for you financial management that gives you your time back. Our monthly bookkeeping service handles everything so you stay compliant, profitable, and audit-ready at all times.

What’s included:

  • Full monthly categorization, reconciliations & financial statements

  • Merchant, banking & payroll integrations

  • Monthly KPI insights so you know exactly where your money is going

  • Partnered tax-saving strategies with our CPA partners

  • Full audit-protection support

Perfect for busy founders, service-based businesses, and entrepreneurs who want expert financial systems without sacrificing hours each week.

Dried Flowers
Pampas Grass

Historical Bookkeeping:

Behind on your books? If you’re months (or years) behind, our historical bookkeeping service cleans up your books so they are accurate, compliant, and submission ready.

What we deliver: 

  • Full clean-up and catch-up services for prior years

  • Reconciliation of all accounts (bank, credit card, merchant services)

  • Financial statements aligned with tax standards

  • Tax professional review to ensure accuracy and compliance

  • Bulk year packages available for multi-year clean-ups

Perfect for businesses preparing for tax filings, audits, loans, or anyone who inherited messy or incomplete books.

Monthly & Quarterly
Review:

If you prefer doing your own bookkeeping but want an expert’s eyes to ensure everything is tax-aligned and error-free, this is the ideal solution.

You'll receive:

  • Quarterly review & audit of your books

  • Tax-code aligned recommendations to avoid costly mistakes

  • Adjustments for compliance, accuracy & clarity

  • Quarterly financial statements with insights from a tax professional

  • Optional CPA referral for tax planning

Perfect for DIY bookkeepers, new business owners, and anyone wanting professional oversight without fully outsourcing.

Brown Modern Chair
Dry Flowers

1:1 Bookkeeping
Training:

If you’d prefer to keep bookkeeping in-house, we’ll train you (or your team) to do it the right way using proven systems, workflows, and tax-aligned best practices.

Training includes:

  • Private, 1:1 training in QuickBooks Online

  • Customized workflows for your specific business model

  • Expert tips to streamline your financial processes

  • Templates & checklists for monthly and quarterly tasks

  • Ongoing support options after initial training

Perfect for entrepreneurs who want independence, new bookkeepers, or businesses building internal financial systems.

Marina has a great attitude which makes her super valuable in her role. There is so much going on it would be easy to get frustrated or feel dumped on. 
 
As if that weren't enough, Marina has super computer skills, apparently unlimited capacity for projects and a great understanding of the restaurant business. Oh, did I mention she has a great personality?  

Jeff, VP of Construction

Let's start working together!

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