Need help with accounting?

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Complete the form below to view our service options.

Understand where your money’s going and how to make it work better for you. Let’s take the guesswork out of your money.

Complete the form to see our rates

Discovery & Budgeting Session

This one-time session is designed to help you get a clearer picture of your finances, build a realistic budget, and take control of your money—without the pressure of committing to ongoing services.

Whether you’re living paycheck to paycheck, managing multiple income streams, or trying to figure out where your money is going, this session will meet you where you are. You'll leave with a personalized plan, tools to track your money, and simple steps to start building savings and reducing financial stress.

What’s Included

Discovery + Goal Mapping

  • Clarify your current financial situation and concerns
  • Define your short-term and long-term financial goals
  • Identify financial “pain points” (e.g., overspending, irregular income, debt, no savings)

‍

Income & Expense Review

  • Review your income sources (W-2, self-employed, side hustle, etc.)
  • Identify fixed vs. flexible expenses
  • Spot areas where you can cut back or redirect spending

‍

Customized Budget Plan

  • Create a simple, flexible monthly budget
  • Use categories that reflect your actual life and goals
  • Set savings targets, even on a small income
  • Discuss “wallet” strategies (rainy day fund, never-touch savings, etc.)

‍

Tools & Templates

  • Access to a budget spreadsheet (editable)
  • Optional introduction to a free budgeting app (Mint, EveryDollar, etc.)
  • Printable budget calendar (for bills, habits, savings goals)

Are you on a tight budget? Let's discuss it. However, a minimum of $25 will be required.

Individual Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

‍Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.
If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $100

For individuals needing help with budgeting, expense tracking, and basic compliance.

‍

  • Monthly or quarterly budget review
  • 30-minute quarterly check-in
  • Personal financial goals worksheet
  • Bank & credit card reconciliation
  • Categorize transactions
  • Monthly cash flow report
  • Income & expense tracking system (manual or app-based)
  • Tax document organization support
  • Year-end tax prep checklist

‍

$150+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $200

Includes everything in Tier 1 + proactive planning and better tools.

‍

  • Full personal finance assessment + plan
  • Budget, savings, and debt payoff strategy
  • Financial goal-setting & plan building
  • Access to financial literacy tools (spreadsheets, tracker templates)
  • Quarterly review calls
  • Quarterly financial health reports
  • Tax prep or filing assistance (W-2s + basic 1099s)
  • 1 monthly check-in or access via email

‍

$250+

per month

Have more questions?
Check out our FAQs

Tier 3 Pricing

Growth

(Strategy & Preparedness)

Onboarding fee: $350

Includes Tiers 1–2 + investment and retirement strategy integration.

‍

  • Retirement planning (IRA, 401(k), Annuities)
  • Asset review & asset+map
  • Monthly financial coaching or check-ins
  • Personalized tax strategy planning (S-corp vs Schedule C if self-employed)
  • Quarterly tax projections
  • Investment allocation analysis
  • Retirement savings strategy
  • 60-minute monthly check-in

‍

$400+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

Individual Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

‍Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.
If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $200

For individuals needing help with budgeting, expense tracking, and basic compliance.

‍

  • Monthly or quarterly budget review
  • 30-minute quarterly check-in
  • Personal financial goals worksheet
  • Bank & credit card reconciliation
  • Categorize transactions
  • Monthly cash flow report
  • Income & expense tracking system (manual or app-based)
  • Tax document organization support
  • Year-end tax prep checklist

‍

$250+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $400

Includes everything in Tier 1 + proactive planning and better tools.

‍

  • Full personal finance assessment + plan
  • Budget, savings, and debt payoff strategy
  • Financial goal-setting & plan building
  • Access to financial literacy tools (spreadsheets, tracker templates)
  • Quarterly review calls
  • Quarterly financial health reports
  • Tax prep or filing assistance (W-2s + basic 1099s)
  • 1 monthly check-in or access via email

‍

$450+

per month

Have more questions?
Check out our FAQs

Tier 3 Pricing

Growth

(Strategy & Preparedness)

Onboarding fee: $550

Includes Tiers 1–2 + investment and retirement strategy integration.

‍

  • Retirement planning (IRA, 401(k), Annuities)
  • Asset review & asset+map
  • Monthly financial coaching or check-ins
  • Personalized tax strategy planning (S-corp vs Schedule C if self-employed)
  • Quarterly tax projections
  • Investment allocation analysis
  • Retirement savings strategy
  • 60-minute monthly check-in

‍

$600+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

Individual Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

‍Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.
If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $300

For individuals needing help with budgeting, expense tracking, and basic compliance.

‍

  • Monthly or quarterly budget review
  • 30-minute quarterly check-in
  • Personal financial goals worksheet
  • Bank & credit card reconciliation
  • Categorize transactions
  • Monthly cash flow report
  • Income & expense tracking system (manual or app-based)
  • Tax document organization support
  • Year-end tax prep checklist

‍

$350+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $600

Includes everything in Tier 1 + proactive planning and better tools.

‍

  • Full personal finance assessment + plan
  • Budget, savings, and debt payoff strategy
  • Financial goal-setting & plan building
  • Access to financial literacy tools (spreadsheets, tracker templates)
  • Quarterly review calls
  • Quarterly financial health reports
  • Tax prep or filing assistance (W-2s + basic 1099s)
  • 1 monthly check-in or access via email

‍

$650+

per month

Have more questions?
Check out our FAQs

Tier 3 Pricing

Growth

(Strategy & Preparedness)

Onboarding fee: $800

Includes Tiers 1–2 + investment and retirement strategy integration.

‍

  • Retirement planning (IRA, 401(k), Annuities)
  • Asset review & asset+map
  • Monthly financial coaching or check-ins
  • Personalized tax strategy planning (S-corp vs Schedule C if self-employed)
  • Quarterly tax projections
  • Investment allocation analysis
  • Retirement savings strategy
  • 60-minute monthly check-in

‍

$850+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

Business Discovery & Budgeting Session

This one-time session is designed to help you get a clearer picture of your finances, build a realistic budget, and take control of your money without the pressure of committing to ongoing services.

Whether you’re living paycheck to paycheck, managing multiple income streams, or trying to figure out where your money is going, this session will meet you where you are. You'll leave with a personalized plan, tools to track your money, and simple steps to start building savings and reducing financial stress.

What’s Included

Discovery + Goal Mapping

  • Clarify your current financial situation and concerns
  • Define your short-term and long-term financial goals
  • Identify financial “pain points” (e.g., overspending, irregular income, debt, no savings)

‍

Income & Expense Review

  • Review your income sources (W-2, self-employed, side hustle, etc.)
  • Identify fixed vs. flexible expenses
  • Spot areas where you can cut back or redirect spending

‍

Customized Budget Plan

  • Create a simple, flexible monthly budget
  • Use categories that reflect your actual life and goals
  • Set savings targets, even on a small income
  • Discuss “wallet” strategies (rainy day fund, never-touch savings, etc.)

‍

Tools & Templates

  • Access to a budget spreadsheet (editable)
  • Optional introduction to a free budgeting app (Mint, EveryDollar, etc.)
  • Printable budget calendar (for bills, habits, savings goals)

pay what you can with a minimum payment of

$75+

one time fee

Business Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.

If none of the options seem like the right fit, feel free to book a call. We’re happy to discuss your specific needs and create a custom solution.If you're viewing from a mobile device, scroll to view all pricing options.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $300

For startups, side businesses, or small operations needing to stay organized and compliant.

‍

  • Initial Financial Health Review
  • Monthly or Quarterly Bookkeeping
  • Monthly or Quarterly Bank ReconciliationMonthly
  • P&L & Balance Sheet
  • Monthly financial reports
  • Budget Setup + Basic Budget Monitoring
  • Quarterly check-in
  • Annual Tax Prep Coordination
  • Quarterly Estimated Tax Reminders
  • Email Support
  • Software Setup
  • Business Compliance Calendar (filings, renewals, etc.)

$600+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $450

For businesses that need help managing growth, improving cash flow, and building long-term stability.

‍

  • Everything in Basic - A/R or A/P monitoring
  • Monthly Check-In Calls
  • Monthly close checklist
  • Financial Dashboard or Reporting Setup
  • Custom Budget (Quarterly Updates)
  • Clean-Up Services for Existing Books (Initial Setup Phase)
  • Cash Flow Analysis + Recommendations
  • Tax Strategy Overview
  • Business Expense Audit & Strategies
  • Savings “Wallets” Setup
  • Payroll Support (Setup, Monitoring, Compliance Guidance)
  • S Corp Election Guidance (if applicable)
  • Quarterly financial strategy call
  • Coordination with legal/tax team
  • Vendor payment planning
  • Custom dashboards (Google Sheets / Excel)

$900+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

Business Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.
Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.

If none of the options seem like the right fit, feel free to book a call. We’re happy to discuss your specific needs and create a custom solution.If you're viewing from a mobile device, scroll to view all pricing options.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $400

For startups, side businesses, or small operations needing to stay organized and compliant.

‍

  • Initial Financial Health Review
  • Monthly or Quarterly Bookkeeping
  • Monthly or Quarterly Bank ReconciliationMonthly
  • P&L & Balance Sheet
  • Monthly financial reports
  • Budget Setup + Basic Budget Monitoring
  • Quarterly check-in
  • Annual Tax Prep Coordination
  • Quarterly Estimated Tax Reminders
  • Email Support
  • Software Setup
  • Business Compliance Calendar (filings, renewals, etc.)

$800+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $600

For businesses that need help managing growth, improving cash flow, and building long-term stability.

‍

  • Everything in Basic - A/R or A/P monitoring
  • Monthly Check-In Calls
  • Monthly close checklist
  • Financial Dashboard or Reporting Setup
  • Custom Budget (Quarterly Updates)
  • Clean-Up Services for Existing Books (Initial Setup Phase)
  • Cash Flow Analysis + Recommendations
  • Tax Strategy Overview
  • Business Expense Audit & Strategies
  • Savings “Wallets” Setup
  • Payroll Support (Setup, Monitoring, Compliance Guidance)
  • S Corp Election Guidance (if applicable)
  • Quarterly financial strategy call
  • Coordination with legal/tax team
  • Vendor payment planning
  • Custom dashboards (Google Sheets / Excel)

$1,200+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

Business Accounting Packages

Our service packages and onboarding fees are tailored to your annual income level.

If none of the options seem like the right fit, feel free to book a call—we’re happy to discuss your specific needs and create a custom solution.
Fees are adjusted based on the complexity of your financial review and income tier, to ensure affordability and fair access for all clients.

If none of the options seem like the right fit, feel free to book a call. We’re happy to discuss your specific needs and create a custom solution.If you're viewing from a mobile device, scroll to view all pricing options.

Tier 1 Pricing

Basic

(Budgeting + Compliance)

Onboarding fee: $700

For startups, side businesses, or small operations needing to stay organized and compliant.

‍

  • Initial Financial Health Review
  • Monthly or Quarterly Bookkeeping
  • Monthly or Quarterly Bank ReconciliationMonthly
  • P&L & Balance Sheet
  • Monthly financial reports
  • Budget Setup + Basic Budget Monitoring
  • Quarterly check-in
  • Annual Tax Prep Coordination
  • Quarterly Estimated Tax Reminders
  • Email Support
  • Software Setup
  • Business Compliance Calendar (filings, renewals, etc.)

$1,500+

per month

Have more questions?
Check out our FAQs

Tier 2 Pricing

Standard

(Financial Wellness)

Onboarding fee: $1,000

For businesses that need help managing growth, improving cash flow, and building long-term stability.

‍

  • Everything in Basic - A/R or A/P monitoring
  • Monthly Check-In Calls
  • Monthly close checklist
  • Financial Dashboard or Reporting Setup
  • Custom Budget (Quarterly Updates)
  • Clean-Up Services for Existing Books (Initial Setup Phase)
  • Cash Flow Analysis + Recommendations
  • Tax Strategy Overview
  • Business Expense Audit & Strategies
  • Savings “Wallets” Setup
  • Payroll Support (Setup, Monitoring, Compliance Guidance)
  • S Corp Election Guidance (if applicable)
  • Quarterly financial strategy call
  • Coordination with legal/tax team
  • Vendor payment planning
  • Custom dashboards (Google Sheets / Excel)

$2,000+

per month

Have more questions?
Check out our FAQs

There is a contract minimum of 12 Months per service agreement

Get 1 month FREE when you sign up for an annual package

We offer a variety of packages and one-time services to fit different needs. Since you're a nonprofit organization, we invite you to schedule a consultation so we can explore the best options for your budget and goals.

We understand that nonprofits often operate with limited resources—but that doesn’t mean you should settle for anything less than quality, reliable accounting support.

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Why we're different

Education First Approach

Instead of just selling products, we focus on educating you. We make sure you understand your options so you can make confident, informed decisions.

Personalized Strategies

We don’t believe in one-size-fits-all solutions. Every client receives a customized plan tailored to their unique financial situation, goals, and lifestyle.

Legacy-Focused Planning

Our work extends beyond today’s needs. We help you protect your family’s future and build a financial legacy that lasts for generations.

Frequently Asked Questions

We strive to keep our services clear, accurate, and transparent so you always know what to expect. If you don’t see your question answered here, feel free to reach out—we’re always happy to provide clarity and support.
What types of services do you offer?

We provide accounting, bookkeeping, budgeting, life insurance, annuities, and retirement planning services tailored to both individuals and businesses.

What is onboarding and why is there a fee?

Onboarding is the setup process that allows us to get a complete picture of your finances and tailor our services to your needs. During onboarding, we review your documents, set up your accounts in our system, and create the foundation for accurate reporting and long-term planning.

The onboarding fee is a one time fee that covers the extra time and resources it takes to get everything organized properly at the start. So once you’re set up, things run smoothly moving forward.

How do you determine your pricing?

Our rates are based on your income level, the scope of services, and whether you choose ongoing support or one-time assistance.

Do you offer custom packages?

Yes! If our listed service packages don’t fit your exact needs, we can create a custom plan that works for you.

Is there a consultation fee?

No! Your first consultation is completely free. It’s a chance for us to get to know your needs, answer your questions, and see how we can best support you without any pressure or upfront cost.

Can I use your services if I already have an accountant or insurance broker?

Absolutely! We often work alongside existing professionals to provide specialized services, additional support, or fill in the gaps.

Do you work with both individuals and businesses?

Yes. We serve individuals, families, and business owners—our services are flexible and scalable.

What’s the difference between bookkeeping and accounting services?

Bookkeeping handles the day-to-day transactions like payroll and vendor management, while accounting focuses on big-picture financial reporting, planning, and strategy.

Do you help with tax preparation?

While we don’t file taxes directly, we prepare your books so that tax season runs smoothly. We can also connect you with tax professionals if needed.

How can I get started?

You can book a consultation through our website, complete the onboarding form, or call/text us directly to set up your first meeting.

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