strategic bookkeeping services

You are the sort of person who wants your books done right from the beginning. You want strategy set-up early and to know without a doubt that you are setting yourself up for long-term success. I got you.

Our strategic bookkeeping services are designed specifically for online service providers earning between $5k-$15k months who want to scale their business the smart way.

Monthly support keeps your books clean, provides accurate reports for decision making, and chatting with your accountant. Quarterly strategy calls provide targeted advice and action steps to increase profits and keep tax bills low. 

 monthly bookkeeping

the service

"it's not about how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for" — robert kiyosaki

what's included

  • Monthly categorization and reconciliation (up to 5 accounts per month)
  • Monthly Balance Sheet and Profit & Loss report
  • Audit-proofing with Hubdoc receipt tracking/management
  • Monthly invoicing support for up to 10 invoices per month
  • Quarterly Strategy call
  • Book a call
  • Decide we're a perfect match
  • Select a start date
  • Sign your contract
  • Pay your deposit or 1st month's fee
  • Feel amazing and like a badass

next steps

Book a call →