Clear the Air “I don’t know what’s going on in my books.” When your books feel heavy or neglected, it’s time to clear the air. These services are like a gentle cleanse for your numbers — so you can see what’s really going on and finally take a deep breath. Let your books breathe again. Inventory Clean-Up & Counts Audit Losing track of products or supplies? We'll provide an inventory summary, error check, and improvement plan. Enjoy less shrinkage, accurate books, and easier ordering. Starting from $149 Bookkeeping Health Check Unsure if your books are accurate? Get a mini-audit report with a "health score" and clear action steps. Gain peace of mind and catch issues early. Starting from $99 Chart of Accounts Review If your categories are confusing or reports don't make sense, we'll streamline your chart of accounts with a post-review call. Expect simpler reports and less tax-time confusion. Starting from $149 Expense Analysis Snapshot Unsure where your money goes or need to rein in spending? We'll provide a detailed expense summary and cost-cutting tips. Save money, identify hidden expenses, and boost profits. Starting from $99 Invoice & Collections Tune-Up Not getting paid on time? Your invoicing feels messy? We offer a review, playbook, and draft email templates. Get paid faster, reduce bad debt, and reduce admin stress. Starting from $99 Cash Flow Pulse Check If you lack a clear picture of your cash flow, we'll perform a burn rate analysis and provide key recommendations. Avoid cash crunches and know what you can safely spend. Starting from $99 Reconciliation Catch-up Behind on bookkeeping? We'll meticulously categorize and reconcile missed or outdated bank/credit card transactions. You'll gain clean books and a confident starting point. Receipts Audit Worried you're missing something important? We'll review existing receipts (paper or digital), match them to transactions, and flag any missing items. Get books you can trust with ready backup. Money-In/Money-Out Process Audit We'll map your current processes, report red flags, and provide step-by-step fixes. Achieve faster cash flow, fewer errors, and ultimate peace of mind. Starting from $149 Ready to clear the air and let your books breathe? Reach out for a discovery call to discuss which service best fits your needs! ✨ Get Started with Clear the Air

System Magic "I’m overwhelmed by my tools and processes." Your tools should support you — not overwhelm you. These services help you clean up, streamline, or rethink the systems that run your business. Whether it’s software, workflows, or automation, we’ll make the backend work like magic. ✨ Clarity behind the curtain. Seamless Software Setup From QuickBooks to FreshBooks, we'll set up or optimize your accounting software, ensuring it aligns perfectly with your business flow for accurate tracking from day one. Workflow Wizardry Transform chaotic financial processes into smooth, efficient workflows. We'll map and refine your expense tracking, invoicing, and reporting so your business runs effortlessly. Automation Alchemy Harness the power of automation. We'll integrate smart solutions for recurring tasks, freeing up your valuable time for creativity and growth. Digital Declutter Organize your digital financial documents. We help create a secure, accessible system for receipts, contracts, and records, banishing digital chaos forever. Ready to build systems that work for you? ✨ Get Started with System Magic

Ready to Grow “I want to grow, but don’t know where to start.” You’re building something meaningful, but growth shouldn’t mean burnout. These services offer strategic support to help you expand, stabilize, or shift — all while staying aligned with your values. ✨ Think of this as your warm, wise co-pilot. Pay Yourself Plan Unsure how or when to pay yourself? We'll provide a pay schedule worksheet, rules, and tips to ensure consistent owner pay and better personal financial planning. Starting from $99 Retainer/Package Comparison Session Know you need help but unsure where to begin? This free consultation provides a custom comparison table and call to confidently choose the right support and avoid overpaying. Free Profitability Mini-Review Doing a lot but unsure what's profitable? Get a report on your most/least profitable offerings with a 1:1 review session, helping you focus on what works best. Starting from $129 Coaching: Growth Strategies Need help focusing on growth? This 1:1 strategy call provides an action plan and goals/KPIs worksheet, bringing clarity to priorities, accountability, and measurable objectives. Starting from $99 / session Coaching: Maintenance/Stability Seeking a trusted sounding board for consistent operations? This session offers a check-in, seasonal plan, and cash flow worksheet to reduce stress and ensure smooth transitions. Starting from $99 / session Coaching: KPI, Communication & Leadership Improve team communication and leadership with a cheat sheet and communication plan. Track progress, empower your team, and enhance transparency within your business. Starting from $99 / session Ready to nurture your business growth? Let’s connect to find the right strategic support for you. 🌱 Let's Grow Together

Crystal Clear Planning “I’m guessing on pricing or planning.” Ready to stop guessing and start moving with confidence? These services give you insight into what’s coming next — from cash flow forecasts to pricing clarity — so you can make smarter choices without the panic. ✨ A glimpse into the path ahead. Financial Forecast Setup Gain clear visibility on upcoming cash flow and targets with a custom forecast spreadsheet and walkthrough. Starting from $129 Revenue & Expense Projections Utilize tailored templates and a projection report for better planning, avoiding surprises, and supporting smart spending. Starting from $129 Financial Dashboard Mini-Build Get fast insights and see trends with a personalized dashboard or spreadsheet, reducing time spent crunching numbers. Starting from $129 Client/Employee Onboarding Creation Ensure happier clients and employees with less confusion and better retention, using a customized checklist and resource folder. Starting from $129 SOP (Standard Operating Procedure) Guide Reduce mistakes and achieve more consistent operations with a written, step-by-step document and editable template. Starting from $99 / process SOP Development & Training Empower your team and save time through custom SOPs and a dedicated workshop or recorded training session. Custom Pricing Onboarding Packages Ensure a smooth ramp-up, getting new hires and clients up to speed faster with a comprehensive systems assessment and tailored templates. Custom Pricing Ready to see your path forward with clarity? 🔮 Plan Your Next Steps

Prep & Protect “I’m nervous I missed something important.” Whether it’s tax time or time to catch up, these services help you stay ready without the stress. We’ll take care of the fine print so you can focus on what you do best — knowing you’re covered. ✨ Soft structure, solid support. W-9 Audit Review vendor lists, collect W-9s, and set up a tracking system. Know who’s missing what, and avoid January panic. 1099 Audit Identify 1099-eligible contractors and get a prep list for tax filing. Send your 1099s with confidence and fewer errors. Year-End Tax Organizer Categorized receipts and documents with a checklist for your CPA. Achieve faster tax filing, avoid penalties, and reduce accountant fees. Starting from $129 / $179 / $249 Ready to feel confident and covered? Let’s ensure everything is in order. 🧾 Protect Your Peace of Mind