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Modern Bookkeeping for Visionary Entrepreneurs

We are a financial goals partner for service-based business owners in the US and Canada. We build powerful, tech-forward financial systems that give you clarity, stability, and the freedom to focus on what you love.

Our partnership is about more than just numbers; it's about being a true guide on your financial journey. To serve you at the absolute highest level, we've built our firm on a foundation of clarity and purpose. We partner exclusively with the Xero platform because we believe it's the best tool to build the powerful, streamlined financial system your vision deserves. Your books will be kept on a Modified Cash Basis—a straightforward approach that provides the clearest possible picture of your profitability, empowering you to make confident decisions.

To ensure our energy is dedicated to the work that truly moves your business forward—your strategy, your goals, your growth—our core monthly packages are designed for high-level partnership. They do not include the administrative tasks of client invoicing (A/R) or company bill pay (A/P), which are available as a separate, premium service for our Growth and CFO clients. This intentional focus is what allows us to show up as the empowered, strategic partner you deserve.

  • This is the essential foundation for a profitable business. We provide the professional-grade bookkeeping you need to stay compliant, understand your numbers, and make smart decisions.

    • Monthly Reconciliation for up to two (2) business bank/credit card accounts.

    • Standard Monthly Report Package (Profit & Loss, Balance Sheet) delivered to your inbox.

    • Quarterly GST/HST (Canada) or Sales Tax (US) Filing Report.

    • Unlimited Email Support with a guaranteed response within two business days.

    Starting at $300 / month

  • For the growing business ready to scale. We move beyond compliance and become an active partner in optimizing your performance and streamlining your operations.

    • Everything in Tier 1.

    • Expanded Reconciliation for up to four (4) business accounts.

    • Payroll Integration & Support for up to 5 employees via Gusto (US) or Wagepoint (Canada).

    • Dedicated Receipt & Document Management via Hubdoc.

    • A Monthly "Performance Insight" Video—a personalized 5-10 minute video summary where we walk you through your reports, explain what the numbers mean, and highlight key trends.

      Starting at $600 / month

  • Our highest level of strategic partnership. For the established business owner who needs a forward-looking co-pilot to navigate complex financial decisions.

    • Everything in Tier 2.

    • Cash Flow Forecasting.

    • Budget vs. Actual Analysis & Reporting.

    • Quarterly Strategic Advisory Call to discuss your goals, challenges, and financial roadmap.

    • Unlimited Payroll Support.

    By Application Only | Starting at $1,000 / month