Our competitors may offer a bookkeeping or fractional CFO service, but we offer a strategic financial partnership.

Our value comes from a unique blend of:

• Accessible Excellence: Our team brings the financial rigor and strategic foresight honed at the most prestigious accounting firms like PwC and the highest performing Fortune 500 companies like Walmart and Google. That caliber of excellence is likely to be unmatched by competitors.

  It’s not just about data entry, it's about providing the high-level insights your business deserves.

• A Holistic 5-Element Framework: We don't believe in "bare-bones" services. Our core package combines foundational bookkeeping with proactive CPA review and strategic advisory, ensuring every number tells a story and every decision is data-driven.

  In short, we don't just handle your past. We help you build your financial future.

• A Specialized Approach: We only work with Creative Businesses and have a unique duel expertise in both business and creativity. We understand the challenges of your business such as irregular cash flow and selling digital products and services.

We believe in a transparent and predictable fee structure that gives you financial clarity. Our pricing is a flat, monthly rate customized to your business's specific needs, which we determine during our initial consultation.

This approach ensures you know exactly what to expect each month, with no unexpected fees. Since we're confident in the value we deliver, all our services are provided on a flexible, month-to-month basis, giving you the freedom to adjust or discontinue at any time.

Fees are expected to be less than 3% of the businesses gross revenue. Actual fees vary based on complexity but tend to average ~$1,000 per month.

Outside of the Core Package, Whiteboard consulting and Financial Transformation services are priced on a project by project basis.

Our Core Package includes bookkeeping, CPA review and essential advisory functions designed to provide you with accurate and timely financial information to help steer your business decisions. When you partner with us, you can expect the following essential services:

Bookkeeping

Our team will handle your month-end and year-end closing processes, maintain an accurate general ledger, and ensure that your books are tax-ready, including the preparation and filing of forms 1099. All services are performed virtually, with customer service over email, video conference or pre-recorded video. 

-Transaction Categorization

-Reconciling bank and credit card accounts

-Prepare Profit & Loss (P&L) and Balance Sheet statements 

CPA Review

Strategic Expense Classification: We offer expert guidance on complex accounting issues, such as expense capitalization policies and proper account coding.

Financial Statement Analysis: A professional monthly review of your financial statements, identifying key trends, spotting potential issues, and ensuring compliance and accuracy.

Audit & Tax Readiness: Your books will be organized and reviewed to professional standards, saving you time and money with your tax preparer and giving you peace of mind in the event of an audit.

Advisory

Key Performance Indicator (KPI) Reporting: We’ll align and provide quarterly reporting on industry standard metrics that matter most for your business . 

Budgeting & Financial Forecasting: We create a clear financial roadmap for your future, helping you build realistic budgets, forecast your cash flow, and confidently allocate resources for growth.

These Advisory services commence on a schedule agreed to between Client and Accountant following a 45 minute advisory discovery call. KPI reporting will be provided on a quarterly basis. Budgeting and cash flow forecasts are provided annually with quarterly commentary on performance. 

Our process is designed to be seamless.

1 - It begins with a free discovery call to understand your business and challenges.

2 - If we both agree that we’re a good fit for your business, we’ll perform a Diagnostic review.

We’ll then ask for some documents to help scope the work (such as a copy of your general ledger/access to your quickbooks, a copy of your most recent bank and credit card statements). The Fee is $250 which will be credited to your first monthly invoice if you choose to engage us for our monthly Core Package service offering.

3 - We'll then send you a customized proposal and contract with a fixed cost for the ongoing monthly service offering included as part of the Core Package.

4 - We’ll request you to make the first monthly payment and upon receipt, we'll guide you through a simple setup process that grants our team access to your QuickBooks online account.

5 - We’ll forward you a document request list that we’ll need to close your books.

After these initial onboarding efforts, the monthly coordination will be low-touch and seamless.

Not typically, but we consider this on a case by case basis.

The truth is, bookkeeping is just the beginning. While anyone can handle basic data entry, we believe a bookkeeper without strategic oversight is a missed opportunity for your business.

Our approach is to treat your books as a foundation for growth, not a simple record of the past. That's why we package our bookkeeping with CPA Review and Advisory. This ensures you get more than just clean books; you get the expertise to understand your numbers, strategize for the future, and scale with confidence—the kind of top-tier financial support that's usually out of reach for a business your size.

We do not support the below services that are better suited for in-house accounting staff or a full service virtual accounting team.

Payroll

While we don't process payroll, we seamlessly integrate and reconcile the payroll data from your provider (like Gusto, ADP, or Rippling) into your books.

Tax Return Preparation

While we don't prepare or file your tax returns, we ensure your books are clean, accurate, and ready for your CPA or tax preparer. This saves you significant time and money during tax season, as we provide everything they need to file with confidence. We also have an extensive referral network and can set you up with the right tax expert.

Receipt Management

While we don't actively manage or store your receipts, we will process and categorize the transactions from your financial accounts. We work with you to implement a simple system (such as using your bank's digital receipts or a dedicated tool) to ensure all expenses are properly documented.

AR & Invoicing

While we don't handle invoicing, accounts receivable or chasing payments, we seamlessly track all revenue and reconcile payments from your clients. You continue to manage the customer relationship and send invoices, and we make sure your financial records accurately reflect all money owed and received.

AP & Bill Pay

While we don't handle bill pay, accounts payable or issue payments, we ensure your accounts payable are accurately recorded and tracked. You retain full control and authority over your cash, and we make sure you have a clear picture of all outstanding bills.

Miscellaneous

We don’t offer Sales and Use tax support, fixed asset management, preparing and managing an audit.