Explore Our Services

For freelancers and solopreneurs just getting started or keeping things simple.

• Up to 75 transactions per month

• Up to 2 bank or credit card accounts

• Monthly P&L statement

• Transaction categorization and reconciliation

One-time onboarding fee: $150

For independent professionals with more activity who want deeper visibility into their finances

• Up to 150 transactions per month

• Up to 4 bank or credit card accounts

• Monthly P&L and balance sheet

• Month-over-month flux analysis

• A/R tracking and aging report

• Quarterly check-in call

One-time onboarding fee: $200

Not sure where to start? A Financial Cleanup Report is a one-time flat-fee assessment of your current books.

We take a high-level look at your transaction history, categorization, and account reconciliations, then deliver a written summary of what's missing, what needs correcting, and what a clean monthly bookkeeping engagement would look like for your business. This is not an audit, review, or compilation and does not constitute assurance on your financial statements.