Keeping your books organized, payroll on time, and finances crystal clear.

Our Packages

Hummingbird feeding from orange flowers.

1. Hummingbird

Light and seasonal — ideal for businesses with low activity and minimal payroll needs.

Includes:

  • Reconciliation of up to 3 accounts

  • Categorization of up to 50 transactions/month

  • Quarterly financial reports (P&L, Balance Sheet)

  • Quarterly check-in call (30 minutes)

  • Email support (response within 72 hours)

Billed quarterly. Designed for businesses with fewer than 50 transactions per month.

A bird with a black head, white markings on its face, a yellow beak, a reddish-orange chest, and dark wings, standing on green grass in a natural setting.

2. Robin

For growing businesses ready to level up with steady support.

Includes everything in Hummingbird, plus:

  • Reconciliation of up to 4 accounts

  • Categorization of up to 200 transactions/month

  • Payroll processing and tax set up for up to 5 employees

  • Basic A/R and A/P tracking

  • Quarterly check-ins and tax-time support

  • Email / Phone support (response within 48 hours)

A heron flying low over a greenish body of water with a blurred natural background.

3. Heron

Graceful, strategic, and built for businesses that need deeper financial insight.

Includes everything in Robin, plus:

  • Unlimited account reconciliation and transactions

  • Custom transaction mapping and financial reporting

  • Payroll processing and tax set up for up to 10 employees

  • Monthly strategy session (30 minutes) and tax-time support

  • Priority support (phone or email, same-day response)

  • HR/payroll onboarding and admin

Add-On Services

  • QuickBooks Cleanup / Historical Catch-Up

  • QuickBooks Online Training

  • Third Party App Integration and COA Mapping

  • Payroll processing

  • HR/Payroll Onboarding and Support

  • QBO Migration from Desktop and training

Ready to Relax and let me handle the books?

Contact Me