$400k+ Revenue + Physical Products

  • Xero + Hubdoc Included

    Unlimited Transactions

    Unlimited Bank/Credit Accounts

    Unlimited Communication

    Monthly Debriefs (Reports + Video)

    Annual Financial Presentation

    Annual 1099 Filings + Compliance Reminders

    Payroll with Gusto

  • Recordkeeping done on a bi-weekly basis. This includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoice to support your expenses (hello, audit-proof books!), and making sure your data is reliable. We don't pay your bills or ask your customers for payments. That's on you, my dear. 

  • For our VIPs, we meet annually to create a budget and will include a monthly budget-to-actual comparison for you so you can see exactly how you're tracking against your plan each month and you can course correct.

  • If you sell physical products or are required to collect sales tax on your services, we will assist you in filing sales tax and tracking nexus. We use Tax Jar to setup auto-filing if at all possible. You will be responsible for paying the TaxJar Subscription.

  • Accounts Receivable Management

    Payables Management

    Annual Business Property Tax Filings

    Other ad hoc needs to run your business efficiently

$200k+ Revenue

  • Xero + Hubdoc Included

    Monthly Recordkeeping

    Unlimited Transactions

    Up to 5 Bank/Credit Accounts

    Unlimited Communication

    Quarterly Debriefs (Reports + Video)

    Annual Financial Presentation

    Annual 1099 Filings + Compliance Reminders

  • We fully support our clients who manage their finances with the Profit First™ Method, which means we know you might have at least 5 bank accounts. It's all good.

  • If you are an S-Corp or have employees, we will set you up on Gusto for payroll. You'll be responsible for running payroll & paying the subscription fee, but we'll manage the integration and help trouble shoot when needed. we'll also extend a discount for the subscription!

  • This includes monthly financial reports, a visual dashboard of key metrics, & a 5 minute loom video explaining your performance & financial health. 'Cause the magic is in the debrief.

Up to $200k+ Revenue

  • What should we know about the services you We believe in efficiency & systems, so we're passionate about setting all of our clients up on Xero (for bookkeeping) and Hubdoc (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of it all to you.? Better descriptions result in more sales.

  • Record keeping done on a monthly basis. This includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoice to support your expenses (hello, audit-proof books!), and making sure your data is reliable. We don't pay your bills or ask your customers for payments. That's on you, my dear. 

  • We don't believe in setting a limit on your transaction volume because we course creators may have large fluctuations when launching. We will, however, revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.

  • We don't ever want you to feel like you can't reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that'll be billed separately.

  • We fully support our clients who manage their finances with the Profit First™ Method, which means we know you might have at least 5 bank accounts. It's all good.

  • This includes monthly financial reports, a visual dashboard of key metrics, & a 5 minute loom video explaining your performance & financial health. 'Cause the magic is in the debrief.

  • If you pay rent, attorneys or other service providers for work one in your business (as contractors), you may be required to issue 1099s. We'll help you determine who needs one and create those filings for you.

    We'll also check on your annual corporate report (LLC) in your state each year to make sure you're in good standing. 

  • After the close of each year, we will compile your annual performance into a slide presentation with charts & visuals to help you see your performance compared to last year! Our clients LOVE this!