Grounded options to match your pace. Pick what fits, or build something custom.
Essentials Package
For small businesses that need the basics done right.
Accounts Payable / Accounts Receivable
General Ledger Maintenance
Monthly Bank + Credit Card Reconciliation
Basic P&L Report (Monthly)
Focus: Get set up with clean, reliable books and foundational reports.
Foundation Package
For growing studios that want monthly clarity and gentle support.
Everything in Essentials, plus:
Monthly Balance Sheet
QuickBooks or Wave Setup (or support with current platform)
Light Cash Flow Insights (category-based review)
Top 3 KPI Highlights Report
Email Support (2-business-day response)
Focus: Add financial visibility and category tracking to support better decision-making.
Growth Package
For businesses ready to scale with clarity and strategic alignment.
Everything in Foundation, plus:
Payroll Integration Support (Gusto or other platform)
Monthly Cash Flow Summary
Quarterly Budget vs. Actuals Review
Visual Financial Snapshot (report graphic or simple dashboard)
Quarterly Loom Recap Video
Focus: Understand your business at a glance and plan for what’s next with confidence.
Clarity & Support
For owners who want expert guidance, detailed insights, and full support.
Everything in Growth, plus:
Quarterly Studio/Stakeholder Report
Monthly Financial Recap Video or 1:1 Review Call
Light Forecasting or Seasonal Planning
Strategy Notes or Recommendations
Full Payroll Management (base included, first 10 employees free)
Priority Email Support (same-day or next-business-day)
Year-End Prep & CPA Liaison Support
Focus: Let go of the details and focus on leading your business, with a partner who sees the big picture.
Choose Your Own Support
Core Bookkeeping Services
These form the foundation of accurate records and clean financials.
| Accounts Payable / Receivable | $150 |
| General Ledger Maintenance Ongoing account tracking and error clean-up. | $100 |
| Monthly Reconciliation Reconcile all bank and credit card accounts. | $125 |
| Monthly P&L Report Profit & Loss with light category comments. | $75 |
| Monthly Balance Sheet Tracks assets, liabilities & equity. | $75 |
Payroll & Workforce Support
Keeps payroll, onboarding, and compliance processes running smoothly.
| Payroll Services | $80/month base + $8/employee |
| Payroll Integration (One-Time) One-time setup or migration to payroll platform (e.g., Gusto, QuickBooks, ADP). | $100 |
| 1099 Contractor Tracking & Filing Up to 10 contractors. | $150/year |
| Employee Onboarding Guidance Assist with W-4s, I-9s, payroll entry, and system setup for new hires. | $50/employee |
| Time Tracking Integration Support Sync time-tracking tools with payroll platform (e.g., Harvest, TSheets, Clockify). | $75 one-time |
| Time Tracking Support Help staff use time-tracking tools correctly, set up categories, and ensure time is tracked cleanly. | |
| Quarterly Payroll Summary Report Overview of payroll expenses by category (wages, taxes, benefits). | $50/quarter |
| Compliance Checklist or Templates Provide editable onboarding checklists, I-9/W-4 packets, or contractor onboarding templates. | $75 one-time |
Wellness-Aligned Support
Thoughtful communication, flexible delivery, and space to process information.
| Email Support Standard: 2 business-day. | $0 |
| Priority Email Support Next-business-day or same-day. | $75 |
| Loom Recap Video Monthly video walkthrough of your reports. | $100/month |
| 1:1 Monthly Review Call Zoom review and strategic chat (30 mins). | $125/month |
| Quarterly Deep Dive Profitability, pricing, retention analysis. | $200/quarter |
Insight + Reporting Add-Ons
Helps make financial data easier to understand, use, and share.
| Cash Flow Summary | $100 |
| Quarterly Budget vs. Actuals Review | $125/quarter |
| Top 3 KPI Highlights Report | $50 |
| Visual Financial Snapshot | $100 |
| Studio/Stakeholder Report | $150/quarter |
Strategic Guidance
Focused on planning, pricing, and making clearer financial decisions.
| Light Forecasting Cash flow or seasonal planning. | $150 |
| Annual Planning Session | $250/year |
| Custom Strategy Notes Monthly observations or recommendations. | $75/month |
| Quarterly Tax Estimate Note: This is not formal tax advice or a substitute for working with a CPA. ($50/quarter as an add-on with higher-tier packages) | $125/quarter |
| CPA Liaison / Year-End Prep Package docs, explain financials, prep for tax season. | $200/year |
Setup + Platform Support
For new businesses or those migrating systems.
| QuickBooks Setup | $250 one-time |
| Wave Setup | $175 one-time |
| Payroll Integration One-time setup or migration to payroll platform (e.g., Gusto, QuickBooks, ADP). | $100 one-time |
| Platform Coordination Coordinate with POS or invoicing system. | $75/hour |
Custom Bundle Discounts
| 3+ Services | 10% off total |
| 5+ Services | 15% off total |
Monthly Minimum: $300/month