Financial Operations

Get your finances organized without the DIY stress.

You’re great at what you do. But managing books, invoices, payroll, and tax prep? Not your thing! And that’s okay. We handle the numbers so you can focus on the work that moves your business forward.

  • A mechanic with gray hair and a gray t-shirt standing in a cluttered auto workshop, surrounded by tools, spare parts, and machinery.

    Who It's For

    Small business owners who:
    - Feel behind on bookkeeping or payroll
    - Aren’t confident in their numbers
    - Dread tax time or year-end reporting
    - Want to stop doing it all themselves

  • Two people working at a desk with laptops, papers with handwritten notes, and pens.

    Why It Matters

    When your finances are a mess, your decisions suffer. With clean books, proactive reporting, and strategic support, you can:

    ✅ Make smart decisions
    ✅ Free up your time
    ✅ Be ready for tax season
    ✅ Actually understand what your numbers mean

  • Man and woman sitting at a desk in an office giving a high five and smiling, with documents, a laptop, and mugs on the desk.

    What We Can Handle

    - Bookkeeping & reconciliation
    - Invoicing & accounts receivable
    - Bill pay & accounts payable
    - Payroll coordination
    - Financial reporting & dashboards
    - Tax prep support (in partnership with your CPA)

Starter Package

✔️ Monthly reconciliations
✔️ Categorized transactions
✔️ Simple reports

Starts at $600/month

Growth Package

✔️ Everything in Starter
✔️ Invoicing + bill pay
✔️ Monthly financial summary
✔️ CPA coordination

Starts at $1200/month

Enterprise Package

✔️ Everything in Growth
✔️ Catch up past-due books
✔️ Additional Support

Contact us for pricing

One-Time Cleanup

✔️ QuickBooks/Xero cleanup
✔️ Catch up past-due books
✔️ CPA coordination

One-time project starting at $1,200