No surprise bills. No confusing tiers. Choose the package that fits your business today — and upgrade as you grow.
All packages include clean, accurate books, monthly financial statements, and direct access to Amy.
All packages require a one-month onboarding fee equal to one month's retainer. Pricing based on transaction volume — final quote after discovery call.
Need something outside a monthly retainer? We offer project-based engagements for specific needs.
Get messy or outdated books cleaned up, recategorized, and reconciled. Pricing based on how far behind and complexity.
Starting at $500 one-time
Behind by months or years? We'll get you current so you can file your taxes and move forward with confidence.
Custom quote based on scope
Start-up or planning phase? We'll build a realistic annual budget based on your revenue model and cost structure.
Starting at $400 one-time
Understand where your cash will be 3, 6, or 12 months out — essential for planning, hiring, and growth decisions.
Starting at $350 one-time
Need to present financials to a bank or investor? We package your financials professionally for external stakeholders.
Starting at $600 one-time
Set up, configure, and migrate to Foundry Books — the accounting platform built for small businesses.
We work with all the popular accounting platforms — QuickBooks Online, QuickBooks Desktop, and others. Personally, we use and recommend Foundry Books, the modern accounting platform built specifically for small businesses. We can also help you migrate from any platform to Foundry Books if you decide to make the switch.
No — we serve small businesses nationwide. All work is done remotely. While Amy is based in Georgia, we have clients across the country and are fully equipped to work virtually.
We start with a free 30-minute discovery call to understand your business. If we're a good fit, we send a service agreement and begin an onboarding month — which covers setup, reviewing your existing books, and establishing your ongoing workflow. Onboarding is billed at one month's retainer rate.
We don't prepare or file tax returns — that's your CPA's job. What we do is make sure your books are clean, accurate, and organized all year so your CPA can work efficiently at tax time (and bill you less).
Yes. Plans are month-to-month after the initial onboarding period. You can upgrade, downgrade, or pause with 30 days notice. We want the plan to fit where your business actually is.
Let's talk for 30 minutes. We'll figure out exactly what your business needs — no pressure, no pitch, just honest advice.
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