Services
Three ways we work with you.
Freelancers, nonprofits, small businesses and individuals all start the same way: pick the kind of support you need. Most clients combine more than one.
Ongoing
Membership
Monthly bookkeeping and financial support, in plans that grow with you.
- Monthly bookkeeping and reconciliation
- Monthly profit and loss and balance sheet
- Quarterly tax-owed estimates
- Bill pay, invoicing and payroll coordination
- Budgets and cash flow forecasting
- Fractional CFO support
See what’s included +
Learn
Education
One-on-one coaching and training so you understand your money and can run your own books.
- QuickBooks training sessions
- Financial literacy and money mindset
- Tax literacy for the self-employed
- Pricing and project profitability
- Board financial literacy for nonprofits
- Personal budgeting
See what’s included +
Build
Systems
One-time projects that set up, clean up or rebuild how your finances run.
- QuickBooks setup and migration
- Chart of accounts redesign
- Cleanup and catch-up bookkeeping
- Ramp card and expense setup
- Grant and program tracking for nonprofits
- Sales tax and 1099 setup
See what’s included +
