Services

Perfect for solo entrepreneurs and startups. I'll handle your monthly transaction reconciliations and financial reporting so you can focus on your business confidently knowing your books are in order.

Transaction Entry & Reconciliation

Financial Statements

Email Support

Regular Check Ins

Add-on Services Available

For growing small businesses ready for deeper insight, this plan adds more detailed tracking and periodic reviews to help you make informed business decisions and plan for what's next. 

Everything in Essential Plan, plus:

Accounts Receivable/Payable Tracking

Regular Review

Cash Flow Monitoring

Budget/Forecast Guidance

Add-on Services Available

This plan helps individuals and families stay organized, manage spending, and work toward financial goals with clear reporting and monthly insights. This plan is perfect for professionals, couples, or families who want to understand where their money goes, stay on top of bills, and build a plan for savings and debt payoff. 

Categorizing and tracking of expenses

Monthly or bi-monthly check in

Budget Creation & Ongoing Tracking

Bill Payment Tracking & Reminders

Custom Reports Showing Debt Payoff & Cash Flow