Essential Bookkeeping

Starting at $250/month*

For business owners who want structured, occasional support to maintain accurate financial records.

Essential Bookkeeping offers light weekly or monthly assistance for startups, solopreneurs, and small businesses with lower transaction volume. It’s ideal for those who need guidance and oversight without committing to comprehensive ongoing management.
Whether reviewing transactions, tidying accounts, or maintaining organized records, this service helps you stay on track and avoid falling behind.

This service may include:

• Light reconciliation of bank and credit card accounts
• Categorization of income and expenses
• Cleanup of minor discrepancies
• General ledger organization
• Basic financial reports up request

* Final pricing reflects the scope of support required. A one-time onboarding and setup fee may apply.

Comprehensive Bookkeeping

Starting at $450/month*

For business owners who want steady, dependable financial clarity.

Foundations Bookkeeping brings structure and consistency to your finances, ensuring your records stay accurate, organized, and aligned with how you run your business. When your numbers are maintained with care and integrity, you can make decisions with confidence and focus on sustainable growth.

This service creates a strong financial framework so you can lead well, plan wisely, and build with clarity.

This service includes:

• Ongoing oversight of your financial records
• Reconciliation of bank and credit card accounts
• Responsive email support for routine bookkeeping questions
• Organized tracking and classification of revenue and expenses
• Year-end preparation to ensure a smooth transition to your CPA
• Monthly financial reports that give you a clear picture of performance

*Final pricing reflects the scope of support required. A one-time onboarding and setup fee may apply.

Financial Coaching

Financial coaching is personalized, one-on-one guidance designed to bring clarity to your finances,
strengthen healthy money habits, and help you move forward with confidence.

As a Dave Ramsey Certified Coach, I provide practical tools and structured support to help you create
a plan that works in real life—not just on paper. Together, we’ll focus on budgeting with intention,
reducing debt, building savings, and aligning your financial decisions with what matters most.

Real progress comes from consistent habits, accountability, and a clear sense of purpose,
and I’m here to walk alongside you every step of the way.

This isn’t about quick fixes. It’s about equipping you to manage your finances with clarity,
lead your financial decisions with confidence, and build a future grounded in purpose.