Here's how I can help you get there:
Big-picture bookkeeping, built around your life.
Clean books. Every month. Handled.
You know that feeling of avoiding eye contact with your own numbers?
Essentials fixes that. Every month, I categorize, reconcile, and hand you a picture of your business that actually makes sense...in plain English, zero jargon, and definitely no spreadsheets that make you cry. Progress over perfection, one clean month at a time.
What's included:
• Monthly bookkeeping, categorized and reconciled
• Questions flagged and answered in plain English
• Money reports & a plain-English summary, delivered by the 25th
• Email support, always judgment-free
• Books that stay tax-ready all year, so year-end doesn't feel like a crisis
This is for you if: you want accurate, tax-ready books and the peace of mind that someone trustworthy has them handled.
Starts at $450/month
Your business should fund your life, not consume it.
You're booked, you're busy, and money is coming in, but you still can't answer the question: "How am I working this hard and still unsure about where my money is going?"
The Partnership is where clean books turn into a real plan. Together we build your Rooted Revenue Plan: what to pay yourself, what to set aside for taxes, and where every dollar goes. Then I set up the system that makes it happen automatically, and I stay in your corner all year to keep it working.
What's included:
• Everything in Essential Books
• Your custom Rooted Revenue Plan: owner pay, tax reserve, goals, and cash flow structure
• Cash flow system setup through Relay or a simple routine built around you
• A monthly recap on how your plan is tracking
• Quarterly CEO Calls to check progress and adjust as life changes
• An Annual CEO Review + Budget every October to close out your year and plan the next
• Voxer and text access for money decisions between calls
• Payroll prep support
This is for you if: you're done flying by the seat of your feelings and ready to lead your business like the CEO you already are, with a partner who has your back.
Signature Offer ✦ by application
A little extra, when you need it.
Available for both Essentials Books and the Rooted Revenue Partnership clients:
Annual Budgeting + Budget vs. Actuals - priced to scope
1099 Annual Filing Support - priced to scope
Cash-Flow Tune-Up (30–90 Day Look-Ahead) - one-time
Gusto Payroll Setup + Support - priced to scope
Ready to get intentional about where your money lives? I'll build out your account buckets and allocations so your cash flow has a system and every dollar has a job.
Relay / Bank Account Structure Setup - priced to scope
Starting fresh or switching platforms? I'll build out your account with a clean, structured system from the start so your books are easy to manage and set up for long-term success.
New Account Setup for QBO or Xero - 450 (one-time)
If your books are behind, this is the reset you need. I'll reconcile everything and get your financials clean, current, and tax-ready so you can move forward without the weight of the mess hanging over you.
Catch-Up / Clean-Up - priced to scope
Need a one-time fix?
I've got you.
Not everyone needs ongoing support right out of the gate. Sometimes you just need to start clean, get clear, or get caught up. Choose from any of these options:
Not sure where things stand? This is a focused review to pinpoint what's working, what's off, and the clearest next step forward. An honest look at what your books are telling us and a simple plan to move forward.
Diagnostic Review - $500 (one-time)
My process is simple:
A quick call or email to answer your questions and point you toward the right next step — no pressure, no pitch.
fit check
Monthly bookkeeping, consistent reporting, and the clarity that comes with finally knowing exactly where you stand.
ongoing support begins
I’ll connect your accounts, build your systems, and get everything dialed in together.
onboarding + setup
