Support That Brings Clarity & Confidence
We offer project-based bookkeeping that helps you
understand your numbers and move forward with certainty.
One-On-One Consulting Session
Focused guidance when you want expert eyes on your books
$425
This 60–90 minute Zoom session is designed to give you clarity and confidence in managing your books. It’s ideal if you are mostly handling your own bookkeeping but want reassurance, direction, or help interpreting what you’re seeing in QuickBooks.
What's Included
- Personalized walkthrough of your Quickbooks account
- Answers to your specific questions and pain points
- Live guidance on best practices for your business
- Recording of the session to reference anytime
- Optional follow-up resources or checklists
Great Fit For
This service is a great fit if you’re mostly handling your own bookkeeping but want reassurance that things are set up correctly.
It’s ideal if you want to understand your reports more clearly, feel confident in what you’re seeing inside QuickBooks, and get expert guidance—without handing everything over.
Quickbooks Financial Reset
Setup, Cleanup + Consulting
Our most popular service! Starting at $1500.
(Most projects fall between $1,500–$3,000 depending on complexity and scope.)
A complete reset with guidance built in
This project-based engagement combines cleanup, customized setup, and personal coaching to help you get your books organized correctly and understand what’s been done.
Instead of ongoing bookkeeping, this service gives you a clear financial foundation and the confidence to manage things moving forward.
What's Included
- Chart of accounts setup or optimization
- Transaction cleanup and reconciliation
- App and bank feed integration
- One-on-one coaching call and walkthrough
- Custom video or summary recap of what was done
Optional add-on:
- 30 days of follow-up email support
Great Fit For
This service is recommended if you want a fresh start with your books and feel like things are missing, messy, or unclear.
It’s a great fit if you want confidence in your numbers without hiring a full-time bookkeeper, and if you value understanding what’s happening financially instead of avoiding it.
Household Ownership & Financial Consulting
Price varies based on scope.
Personal financial organization with strategy and support
This consulting-based service is designed to help individuals and families take ownership of their household finances. Your household is treated like a well-run business, with clarity, organization, and intentional systems for managing money day to day. This service is offered in collaboration with your financial advisor.
What's Included
- Full inventory of bank accounts, credit cards, loans, and assets
- Review of spending habits and recurring expenses
- Setup or cleanup of a financial tracking system
(QuickBooks, spreadsheet, or a hybrid approach)
- Monthly income and expense organization
- Creation of a clear financial routine and workflow
- Strategy sessions with a financial advisor to explore long-term goals and priorities
- Support and accountability to implement next steps
Optional Add On:
- Recap notes and task summary after each session
Great Fit For
This service is a great fit if you want to take full ownership of your household finances but feel overwhelmed by scattered accounts or unclear systems.
It’s ideal if you’re looking for structure, clarity, and a repeatable routine, and value working alongside a trusted advisor toward long-term financial goals.
Not sure which option is right for you?
That's completely normal.
During your discovery call, we’ll talk through where you are, what feels stressful,
and what kind of support makes the most sense for you.
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