You pushed bookkeeping to the bottom of the priority list. Now you're overwhelmed, behind, and staring down a pile of transactions you don't know what to do with.

No judgment. It happens to almost every business owner at some point.

Here's how Catch-Up services work:

• We assess the scope of work
• I work through your transactions month by month
• You walk away with clean, accurate books

For Year-End Catch-Ups, you get 12 months of organized books delivered as a CPA-ready tax package you can hand directly to your tax pro.

Pricing is based on scope. 12 months of catch up typically range from $2,600-$5,000.

Reach out and we'll figure out exactly what you need.

You're done DIY-ing your books but you don’t need someone in them every single month. The quarterly service is built exactly for that.

For coaches, consultants, and creatives with fewer than 50 transactions per month and relatively straightforward finances.

Each quarter you get:

• Full transaction categorization
• Account reconciliations
• Accurate financial reports

Yes, you get an Annual Tax Package for your tax pro too!

Walk into tax season without a panic attack. That's the goal and that's exactly what this delivers!

$875 Quarterly