The Sprout

$950 one-time
New business setup and financial foundation.

The Fern - $1,250/month
Ongoing bookkeeping and basic financial maintenance.

The Willow - $2,200 one-time
For businesses that have fallen behind and need to get their financial and administrative records caught up. Up to 90 days behind.

The Sequoia - $3,500/month
Higher-level ongoing financial and administrative support for established businesses.

I primarily work with small businesses and trade-based businesses that need experienced financial and administrative support behind the scenes.

Yes. My services can include QuickBooks Online management, account reconciliation, invoicing, accounts receivable, accounts payable, and financial record organization, depending on the package.

Yes. The Willow is specifically designed for businesses that have fallen behind. Records must be no more than 90 days behind when service begins.

Yes. I can set up and manage payroll for businesses with fewer than 10 employees. This can include payroll setup, regular payroll processing, and keeping payroll records organized. I can also help get an existing payroll system set up correctly.

I can help organize financial records and prepare documentation for your tax professional, but I do not prepare tax returns or provide tax advice.

Yes, as an administrative service. I can help organize contracts, W-9s, COIs with your insurance agent, subcontractor documentation, and related records. I do not provide legal advice.

No. I focus on financial and administrative support behind the scenes rather than phone answering, appointment scheduling, or customer service.

No. I prefer to keep communication efficient and primarily in writing. Meetings can be arranged when they are actually necessary.

No. My services are designed to provide focused financial and administrative support, not to become your entire office or day-to-day point of contact.

Please do not be. Businesses get behind. My job is to help you sort through it, not judge you for it.

I primarily communicate through email and other written communication. I do not require clients to sit through regular meetings or phone calls.

Absolutely. I am happy to organize records and provide information to your CPA or tax professional when needed. My role is to support the financial side of the business, not replace your tax or legal professionals.

Yes. Depending on the services you choose, I may need access to QuickBooks Online, financial records, payroll information, invoices, vendor documentation, and other sensitive business information. I take that access seriously and only request the information and permissions needed to perform the work we have agreed upon.

Client information is kept private and is only used for the purpose of providing the services you have hired me to perform. I do not ask clients to send passwords or sensitive login information through email.

Whenever possible, I use individual user access or accountant access provided directly through the service rather than asking for your personal login credentials. For QuickBooks Online, for example, you can invite me through QuickBooks as an accountant user, allowing me to access your books without giving me your personal password.

For systems that require remote computer access, I will use a reputable business remote-access service with security features such as encryption, multi-factor authentication, and access controls.