being too picky is annoying…

unless we’re talking about your financial team!

We pride ourselves on being like detectives, finding all of the ways to help you make and save more.

We also work at the intersection of your personal and business finances, because let’s be real, they are connected. We know that if you’re a passionate, creative, serviced-based business owner you want your business to support your life and vice versa.

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