Services
Three ways to work together.
One standard: you should understand your own numbers.
Here’s how we can help.
Your books closed by the 10th, every month. Then a call to walk through what happened and what to do about it.
“Of all the stressors in a business, bookkeeping is not one for me. I don’t think twice about the attention that is given to making sure my books are well kept, and that is not always easy to find!”
A 12-month forecast and a monthly strategy session, so you can model the big decisions before you commit to them.
“Before their service and support I was completely lost with my business financials. After, I had a very clear understanding of the position my business really was in and how we are performing month by month.”
Rated 5 out of 5.
“My business was growing fast … but it was bleeding cash. Jennie and her team are amazing! They found the leaks, helped me restructure my finances, and set me on the path to stable growth. I love my calls with Jennie. Financial reports can feel overwhelming but she makes it feel logical and I always come away understanding my situation and the action items for the month. Thank you guys!”
Not ready for full service yet?
There’s a third way in: for owners who’d rather keep doing the books themselves, with an expert on call.
A 45-minute call each month plus a written follow-up, while you keep control of your own books.
Not sure which option fits?
Let’s figure it out together.
You don’t have to know which service you need before you reach out. Book a free discovery call, tell us where your business is, and we’ll point you toward the right fit, even if that’s not us.
Book a Free Discovery Call
Questions
Before you choose.
I found someone cheaper. What’s the difference?
There’s always someone cheaper! That’s true in every industry. The real question isn’t the price, it’s the result. What do you actually want from your books, and will a cheaper option get you there? Most bookkeepers record transactions and then ghost you. We close your books and then educate. We explain what your numbers mean and what actions they recommend, every month. If that difference doesn’t matter to you, we’re honestly not the right fit, and that’s okay.
Why not just hire someone in-house?
For most growing businesses, a qualified in-house bookkeeper (salary, benefits, overhead) costs 8-10x what our service does, and you still just get someone recording transactions, without the strategy layer. With us, you get the books handled and a monthly strategy session with an expert, for a fraction of the cost.
Do I need a CPA?
Probably not for what you think you need one for.
Most business owners treat their CPA like a financial authority figure; someone who handles everything money-related and whose mere presence signals that you’re running a serious business. We get it. But CPAs are generalists by training unless they specialize. And in our experience working through years of client cleanups, we’ve seen some genuinely surprising errors made by CPAs who were operating well outside their lane.
The uncomfortable truth: having a CPA doesn’t mean your books are accurate. It often just means you’re paying more for the same problem.
Here’s a cleaner way to think about it. Use the right expert for the right job.
- A bookkeeper keeps your books accurate, current, and interpretable. That’s us.
- An Enrolled Agent (EA) is a tax specialist licensed directly by the IRS. For most small business owners, an EA is a sharper tax resource than a generalist CPA, and typically costs less too.
- A financial advisor handles investments and personal wealth strategy.
- A good CPA makes sense when you need audited financial statements, complex entity structuring, or highly specialized tax situations.
Most growing service businesses don’t need that yet. They need clean books and someone who can explain what they mean. That’s a very different thing.
…okay, I’ll get off my soapbox. :)
“I had 3–4 bookkeepers before Jennie and none of them were able to match my brand of excellence.”