Core
Solid foundation, ready to build.
$1,500/mo
Quarterly strategy meetings
- Clean, current bookkeeping every month
- Monthly reports with a custom video walkthrough
- Payroll support
Bookkeeping & Advisory to calm the chaos and inform your next move.
Four support levels. Zero pressure to stay put. Start where you are today and shift when it makes sense.
Memberships built
for your growth.
for your growth.
The Numbers-to-Next-Step Membership
Designed for the way real practices actually grow. Relationship-based membership to flex with your season, move with your needs, and meet you exactly where you are — the right level of support looks different at every stage of your journey.
Compare
The membership at a glance
Connect comes first for everyone. After that, the ladder is simple.
First — for everyone
Everyone starts here, then settles into the level that fits.
Connect
Clean Slate, Strong Start
$3,000/mo
Connect runs at this rate for one to three months, depending on how much clean-up your books need. We'll scope it with you before we start so you know the number of months up front. When the clean-up is done, you move down into Core, Clear, or Compass.
Onboarding & clean-up step
- Clean up/Catch Up Bookkeeping
- Systems Review
- Meetings to understand your goals and focus
Pricing shown is for single-location practices.
Clear
Where smooth systems feel easy.
$2,750/mo
Monthly meetings
- Everything in Core Framework
- Money Systems review and process improvement recommendations, support
- Payroll processing
Compass
Your next move, mapped together.
$5,500/mo
Weekly strategy meetings
- Everything in Core and Clear, plus:
- Weekly strategy meetings
- Comprehensive cash flow forecasting
Custom
Multiple locations? Let's chat.
Multi-location practices are a custom fit, with custom pricing. What it costs depends on how many locations you run and how they actually operate — some barely change the work, others change it a lot. We'd rather understand your setup and quote you something real.
Don't see a box that fits for another reason? Same answer. Let's talk and find out whether we're a good fit — or whether we know someone who is.
Book a quick call15 minutes. No prep needed.
Not sure if it's our time yet? Here are 7 signs it might not be our season.
From someone who gets it…
I have sat with owners in the messy middle — behind on the books, unsure about payroll, embarrassed about the pile. There is no shame here. There is only the next right step, and someone beside you while you take it.
From the people we serve
“Really top notch in terms of the quality of their work but also the humanity and flexibility that a small business really needs. I cannot recommend them enough.”
“Her guidance and support helped restore my clarity + confidence in my biz finances. Her process was full of ease and didn't take up much of my time.”
“Very communicative and professional… her accounting program is easy to understand. I recommend her business to anyone looking for a professional accountant.”
7 signs it’s not our season yet
We would rather be honest now than a poor fit later.
- Your practice is brand new and revenue is still finding its footing.
- You are looking for the cheapest possible bookkeeper.
- You want someone to file your taxes — that is your tax preparer's work, not ours.
- You would rather not look at the numbers at all.
- You need someone on site, in person, every week.
- You want financial statements but no conversation about what they mean.
- You are not ready to change how the money moves through your practice.
A-La-Carte Services
QuickBooks Clean Up
Clean-up work is handled through the Connect onboarding step. The timeframe depends on the scope of the file, but we give you an estimated time before we begin, and you’ll get regular updates as we proceed. After clean-up is complete, you can move into the subscription that best fits your season.
S-Corporation Conversions
We love helping you determine if becoming an S-corp is the best strategy for you. One of the most common things we see is a business that elects S-corp too early and gets hit with more compliance and tax burdens — exactly the opposite of the desired outcome.
S-Corp Analysis: $650
- Step 1: Deep dive analysis of your business books
- Step 2: Gather all data normally used to prepare your personal taxes
- Step 3: Run a real-life tax projection using the data
- Step 4: See the actual tax savings in dollars — and compare that to other business goals you might be weighing, like hiring more help, which can change the timing of your S-corp conversion.
Note: Don’t fall for “Everyone should be an S-Corp and save thousands!” It’s a strategy that can be deployed too early and make things harder than they should be.
S-Corp Implementation: $3,850
- Step 1: File your conversion with the IRS
- Step 2: Calculate the reasonable compensation
- Step 3: Set up your accountable plan
- Step 4: Set up your payroll and reimbursement schedule — you run it, we support you with reminders for the first six months.
- Step 5: A mid-year estimated tax meeting to make sure you're on target to have taxes prepaid; this conversion changes the timing you're used to.
Still not sure where you land?
Bring us the messy middle. Fifteen minutes and we will tell you honestly which level fits — or whether it is not our season yet.
Help Me Choose15 minutes. No prep needed. No pressure.
Join the community
A gathering place for private practice owners who want clear numbers and honest conversation. Add your email and we'll let you know the moment doors open.