In order to serve women-owned service-based businesses at every stage, we have created monthly packages so there’s no guessing what your fees will be. Please schedule a complimentary consultation with us so we can find out which one will best suit your needs and budget.

1

new business set up package

Let’s get you set up for financial clarity, simplicity and success

• We’ll start by getting you set up with a Quickbooks account (so you never lose track of what you’re spending and making).

• We’ll take you by the hand, train you on Quickbooks and get all of your questions answered.

• Then, let’s get organized! We’ll discuss your financial files and decide what to keep and what to toss.

• We’ll help you make good decisions for the long term so you don’t look back with regret.

  • S-Corp, LLC, Sole Proprietor, oh my! We’ll help you choose the best legal entity for your service-based company type.

  • We’ll determine which type of insurance you need so that you’re protected.

  • If needed, we’ll set you up with a payroll provider.

2

growing business package

• Quarterly advisory / money mentorship meetings

• Monthly bookkeeping for growth-stage businesses

• Tax-time readiness

• General support between meetings, as needed

3

mature business package

• Monthly advisory / money mentorship meetings

• Monthly bookkeeping for larger, more mature businesses

• Tax-time readiness

• General support between meetings, as needed