As-Needed Services

Not ready to commit to a recurring monthly service? Our as-needed options provide the perfect solution for your business’s current needs.

  • Person working on a laptop while sitting on the floor next to a mug with a straw.

    Bookkeeper in your Pocket

    - Voxer support Monday through Friday

    - Support if you have a spreadsheet or in QBO or Xero

    $77/month

  • A woman with wavy brown hair, wearing a tank top, smiling while looking at her phone and leaning against a wall near a window.

    Numbers Check-In Call

    - 60 min call

    - We explore your current systems to see if anything needs attention

    - We compile a detailed list of recommendations of next steps

    One-Time Fee of $297

  • Young woman with curly brown hair smiling and talking on a blue phone, standing in a room with large windows, natural light, beige walls, with a wooden floor and minimal decoration.

    Numbers Clean-Up

    Get tax time prepared without the stress! We prepare your books by making sure all of your data is input correctly and verifying your P&L and Balance sheet.

    Ideally moving to our done for you package, but also can be used to send to CPA to get taxes filed.

    Pricing varies based on how many months are needed to be cleaned up, how many accounts, and how many transactions. Discount applied when you stay on for monthly support.

  • Foundational Setup

    This setup is designed for business owners who want their accounting software done right from the beginning — without the overwhelm or second-guessing.

    Inside, you’ll receive:

    - Full setup in QBO or Xero
    - A customized chart of accounts tailored to your business
    - Organized systems for clarity and accuracy

    - A 60-minute walkthrough call so you understand everything
    - Space to ask questions and feel fully supported

    By the end, you’ll have a bookkeeping system that’s clear, organized, and built to support your business growth.

    $497

Want more consistent & comprehensive support?

Then monthly bookkeeping support is for you.