Bookkeeping For Creatives, Coaches, & consultants
YOur books.
handled.
every month.
Pricing starts at the rates below. Final pricing is based on your specific needs and scope of work. We figure that out before you commit to anything.
Handled.
Xero + Hubdoc Included
Monthly Record Keeping
Monthly Bank Reconciliations
Up to 4 Bank / Credit Card Accounts
Up to 100 Transactions
Quarterly Reports + 30-Min Check-In
Annual Tax Package for your Tax Pro
Unlimited Email Communication
Starting at
$350 per month
handled. completely.
Everything in Handled.
Unlimited Bank / Credit Card Accounts
Unlimited Transactions
Monthly Reports + Debrief
Quarterly 60-Min Check-In
Annual 1099 Reporting
Starting at
$550 per month
handled. all of it.
Everything in Handled. Completely.
Payroll setup and processing via Gusto
Built for owner's payroll + up to 2 employees
Monthly 60-Min Check-In
Starting at
$750 per month
Every package includes Xero and Hubdoc. Every package talks to your CPA at tax time. Every package means your books are Handled.
Already set up in QBO?
No problem, we can work within your current system or help you migrate!
Not ready for a retainer yet.
Ask the Damn Question.
You have a list of bookkeeping or financial questions you're too afraid to ask because you think you should already know the answers.
I answer the questions you think are too dumb to ask, without making you feel like an idiot.
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This session is for you if you've said any of the following, either out loud or in your head.
"I just got my first client and I have no idea what I'm supposed to do with the money."
“WTF receipts am I supposed to keep?”
"I've been in business for six months, dumping everything into one bank account, and not tracking anything. Now I'm terrified."
"My accountant uses words I don't understand and I'm too embarrassed to ask them to explain it again."
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Up to 60 minutes of my undivided, 20 years of expertise attention
Real answers to your actual questions
Zero shame, zero judgment, and zero performance required on your end
The option to book additional hours as needed. Some people need one session, some need four, all of it is valid
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$95 per hour.
No retainer or monthly commitment. No guilt trip if you only need one session and never come back. I'd love to see you again but I'm not going to make it weird.
Payment due at booking.
Cancellations rescheduled, not refunded.
Build The Damn THing.
You need a real bookkeeping system, in real software, set up by someone who knows what they're doing and will walk you through it so you actually understand what you're looking at when it's done.
That's exactly what this is.
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Xero + Hubdoc
Xero is cloud-based, clean, and built to grow with you. Hubdoc connects to it and handles your document collection automatically. Together they're a system, not just software.
Dead set on QBO? We can set that up too.
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A fully built Xero setup
Chart of accounts, bank feeds, Hubdoc. All configured to your business.
A summary of what we built and how to use it.
Follow-up session
Questions, adjustments, reality checks. The session where real life meets the system we built.
30 days post follow-up email access
Direct line to me for questions as they come up.
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$350 flat rate
Payment due before session one.
Fix The damn
mess.
You started doing your own books, got busy, got overwhelmed, or just stopped because you hated it. Now you've got months of transactions uncategorized, unreconciled, and haunting you.
This one's for you if “l’ll catch up later" has aged poorly.
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We assess the scope first.
Tell me how far back we're going, what software you have or don't have, and roughly what we're working with. I'll give you a clear price range before you commit to a single dollar.
You get me access. I get to work.
Bank statements, credit card statements, whatever you've got. I work through your records and bring your books current.
I ask questions. You answer them.
There will be transactions I can't categorize without context. I'll batch these up and send them to you in one go so you're not getting pinged every five minutes. You answer, I keep moving.
You get clean books and a CPA-ready package.
When I'm done, your books are current, accurate, and reconciled. If the situation calls for it, you also get an organized tax package you can hand directly to your tax pro without a single apology.
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What it costs depends on how deep the mess goes.
The first conversation costs you nothing. We talk about what you've got, how far back we're going, and what it's realistically going to take. Then I send you a proposal and you decide.
12 months of catch-up typically range from $2,400-$5,000.
50% due at project start. Balance due on completion. If the scope changes materially mid-project, we talk about it before I keep going. You're never on the hook for something we didn't agree to.