Founding Client Program

We’re currently seeking a small number of service-based businesses that value organized financial systems and long-term partnership support.

Contractors & Trades

Creative professionals

Consultants

Wellness & Beauty businesses

Small agencies

Startups & growing small businesses

Great fit industries include:

Preferred introductory pricing

Priority onboarding

Personalized support

Locked rates for the first year

Benefits Include:

Limited Founding Client Openings

Apply Now
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What We Offer

Whether you need ongoing bookkeeping support or help getting your books back on track, we’re here to make the financial side of your business feel more manageable.

If you’re looking for something more customized, we’d be happy to create a solution tailored to your needs.

  • Starting at $350/month

    • Monthly Bookkeeping

    • Up to 3 Financial Accounts

    • Bank & Credit Card Reconciliation

    • Monthly Financial Reports

    • Email Support

    Best for businesses just starting out or have below 100 total transactions per month

  • Starting at $650/month

    • Monthly Bookkeeping

    • Up to 6 Financial Accounts

    • Bank & Credit Card Reconciliation

    • Monthly Financial Reports

    • Email Support

    Best for businesses who need more in-depth support and have over 100 total transactions per month

  • Starting at $250/month* (12 month minimum)

    For businesses who need to:

    • Get their books back on track

    • Organize prior months

    • Correct bookkeeping errors

    • Prepare for taxes

    *Pricing dependent on the current quality of books as well as the complexity of accounts

  • Starting at $200

    We’ll review your books for organization, accuracy, and common issues so you can feel more confident heading into tax season.

  • $40 per single filing

    $180 for a bundle of 5 filings

    $360 for bundle of 10 filings

    For businesses who handle various contractors:

    • W-9 form collection and entry

    • Contractor payment review

    • Filing confirmation PDFs

    • Digital copies recorded and saved

  • QuickBooks Online Setup: $250

    Additional Accounts: $200/each

    Rush Fee: +25% of total invoice

Let’s Get Started

Tell us a little about your business and bookkeeping needs — we’ll reach out in 1-2 business days to see how we can help.

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