Your road to financial success starts here…

A comprehensive financial solution for your money life as a solopreneur.

 
 

 Three levels of 1:1 CPA services
for solopreneurs

Launch

A starter package for solopreneurs with $150K-$250K in revenue.

We’ll get finances off of your plate and cover all the essentials.

  • Let us handle your bookkeeping with QuickBooks Online.

  • Get consistent paychecks each month directly to your bank account

  • No more IRS surprises. Pay the right amount each year

  • Financial reports custom-built for you, so you’ll actually enjoy reading them

  • Semi-Annual financial strategy meetings with me

  • Add-on services → Income tax preparation, payroll processing

Investment starts at $1,100/mo.

Grow

Ideal for solopreneurs with $250K-$500K in revenue.

Your life is more than just your business.

We’ll map out your money journey and focus on taking steps to make it a reality.

  • Everything from Launch, PLUS

  • A custom tax strategy tailored to your goals and strengths while minimizing taxes.

  • Quarterly financial strategy meetings with me

  • Tax preparation done right the first time for you and your biz

  • Included services → payroll oversight

Investment starts at $1,400/mo.

Expand

Ideal for solopreneurs with $500K-$2M in revenue.

Cover everything your financial life needs.

  • Everything from Grow, PLUS

  • Outsource bill pay and cash collections

  • Cash flow planning so you know the impact of financial decisions before making them.

  • Keep your finger on the pulse of your business with KPIs

  • Monthly financial strategy sessions

Investment starts at $2,000/mo.