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Let us Handle the Finances

Work with our team bookkeeper to keep your finances in order and ready for tax season.


To begin the process, you'll answer a series of questions about your business, finances and current bookkeeping.



Next, you'll meet with our team's bookkeeper who will gather more information about your needs and preferences.



Finally, you'll be sent a customized quote that includes bookkeeping and monthly VIP days to go over reports.

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Keep your books in order all year long with our monthly or quarterly bookkeeping packages.


Allow our team to process your invoices and maintain customer/vendor invoice records/reports.

charts & reports

Receive detailed financial reports, balance sheets and profit/loss statements for each account in your business.

account cleanup

Get your books in order by having our team enter all transactions from year-to-date and create detailed reports.

System setup

Have your new accounting systems set up by our team  to ensure they are both functional and professional.

year end services

Prepare for tax season by having our team reconcile your transactions  and create any reports your CPA needs.

answering your questions

  • What services do you offer within your retainers?
    Our team offers the following services within our flexible retainers. Social Media Management: Content Creation (posts, carousels, stories, reels) Content Scheduling (posts, carousels, stories, reels, IGTV) Trend Research (reels) Engagement (new followers, target audience, newsfeed, stories) Organic Lead Generation Comment Moderation Optimization (profile photo, bio, highlights, mini site) We currently work with Instagram, Facebook, TikTok, YouTube and Alignable. Graphic Design: Profile Avatars Instagram Highlights Facebook Covers Post Graphics + Templates IGTV/Reel/TikTok Covers Streaming Overlays Emotes & Emoticons Flyers Presentations Instruction Cards Business Cards We also offer branding and logo design with custom packages. Copywriting Landing Page Copy Website Copy Email Marketing Campaigns Promotional Post Copy Blog Posts Speeches Courses We also offer branding and logo design with custom packages. Administrative Assistance: Calendar Management Appointment Setting Inbox Management Meeting Notes Creating Charts, Infographics, and Proposals Client Onboarding/Offboarding Team Member Onboarding/Offboarding Task Management Digital Organization System Automation, Organization & Implementation Invoicing/Billing We also offer these services in flat rate packages. Additional Services: Customer Service (email only) Dubsado Workflow Design OptiMantra System Setup Marketing Strategy
  • What services do you offer in flat rate packages?
    Our team currently offers the following services in flat rate packages. Services marked with a * are also offered within our retainers. Graphic Design* Branding Administrative Assistance* Inbox Management* Comment Moderation* Social Media Management* Community Management* Bookkeeping Content Repurposing* For details and pricing, please contact us for a custom quote.
  • What programs are you familiar with?
    We are currently familiar with the following programs. Design: Canva Procreate Adobe Photoshop Adobe Illustrator Adobe Indesign Biteable Video Editing: CapCut Vimeo InVideo Adobe Premiere Pro iMovie Lightworks Canva Social Media Management: Metricool SkedSocial Later Hootsuite Buffer MeetEdgar Meta Suite CRM: Zoho Hubspot Dubsado Honeybook Salesforce Zendesk ActiveCampaign Keap Email Marketing: Mailchimp Drip ActiveCampaign Wix Flodesk Zoho Hubspot Mailerlite Sendinblue Convertkit Getresponse Course & Funnel Creation: Kartra Kajabi Xperiencify SamCart Clickfunnels GoHighLevel Thinkific Miscellaneous: Storrito Snaptik OptiMantra Notion
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