Bookkeeping + Business Strategy for Service Pros Who Want More Than Just Numbers

🧰 What You Get:

• Done-for-you monthly bookkeeping that’s clean, timely, and 100% aligned with how your business actually runs.
• Custom P&L breakdowns that help you understand exactly what’s working and what’s leaking profit — no more flying blind.
• Quarterly strategy calls to help you plan offers, prices, and next moves based on your actual numbers.
• Cash flow forecasts + expense reviews so you can make decisions with confidence (and stop avoiding your bank account).
• Growth & exit planning support — because one day, you might want to step back, sell to a trusted employee, or just take Fridays off without stress.

🛠 Who It's For:

• Construction pros, landscapers, electricians, plumbers, realtors, insurance agents — if you serve homeowners, you’re in the right place.
• Established businesses who are making money but want clarity, direction, and a game plan.
• Service providers who want to scale smarter — or set their business up to one day sell.

Includes:

• Bookkeeping for up to 4 accounts (e.g., credit card, loan, checking, savings)
• Up to 5 hours of dedicated bookkeeping work per month
• Monthly financial reports with clear insights and summaries
• Quarterly review calls - 90 Minute 1 on 1 zoom call where we review the data and discuss what worked and what shifts could be useful going forward

Pricing Begins at $499/month

Includes:

• Bookkeeping for up to 4 accounts (e.g., credit card, loan, checking, savings)
• Up to 5 hours of dedicated bookkeeping work per month
• Monthly financial reports with clear insights and summaries
• Quarterly strategy calls (1-on-1) focused on:
• Business growth planning
• Scaling strategies
• Creative and cohesive offer ecosystem development
• Personalized support to help identify profitable services and optimize your business model
• Access to expert advice for smooth financial management and decision-making

Pricing Begins at $899/month