Show your finances who's boss.

Check out "Unlocking Your Superpower"
our free guide with best practices
to get your business’ financials on point

what clients say about us

"Jonathan approaches accounting with a wide-angle lens, and bookkeeping with a 10x zoom. He keeps client vision and aspiration at the forefront of his work. He has proved to be a clear and dedicated communicator and a lightning quick learner, adapting to new systems quickly and easily."
Andrew K
Accounting Professional
"Jonathan has been instrumental in setting up and maintaining bookkeeping for us. We have found him to be knowledgeable, professional, thorough, intentional, communicative, and thoughtful. He has given us a great deal of confidence around record keeping, reporting, budgeting, cash flow projections, and tax filings."
Mia B.
nonprofit community Center

what's challenging you?

Managing finances well doesn’t have to be a time and energy hog. We can make sure your books are clean every month and help you find the processes and tools that will keep your finances in order with far less busy work and fewer long nights.

No need to feel ashamed! Anyone’s finances can get out of hand if they don’t tend to them, so let’s get you on the right path so you can feel like the pro you are.  We’ll analyze all accounts and transactions and work our way towards books that will make you say “Oooh that’s pretty!”

Thinking ahead? Clearly you’re on it! Let’s get you launched right! We’ll set up with accounting software, build your chart of accounts, and help you establish processes to make sure the finance side of things is handled.

No matter what’s happened in the past, we can get your books organized and cleaned so the problems don’t happen in the future. We’ll conduct a thorough review and implement not only the changes they suggest but other changes that will help make tax time a breeze.

We all start somewhere! Let’s talk to figure out what you need, and create a plan just for you. This plan will help you unlock your secret finance superpower so you can be even better at what you do.

bookkeeping & finance services

Set Up & Training

Let's get you ready to
handle your finances on your own
or take the first steps to strong financial management.

starting at $500

diagnostic review​

Get a transaction-by-transaction
prescription
of how to get your books
back to full health.

starting at $500

Based on the number of months to diagnose.

CLean Up

Messy books no more - let's get them
organized so you can move forward
with confidence.

starting at $1000

Cleanups vary significantly in price based on
revenue and number of months to diagnose.

monthly services

We become your trusted partner
to keep your books and processes
working for you.

starting at $300

Does not include initial clean up if required.

our process

1

Book a Discovery Call

Connect with us so we can understand your unique needs and goals. We’ll review your finances and processes and go through the details of your business. 

2

Co-Create Your Plan

We develop, with you, a customized plan and strategy for your business. This plan is yours to keep even if we don’t decide to work together. 

3

we get to work

If we both decide it’s a good fit, we’ll start working on the plan and getting you the support you need with your finances and books. 

trusted allies on your business journey.

• bookkeeping & finance • website / design / illustration • project & training strategy • 

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