Practical financial support, shaped around your business.
Most clients work with us on a monthly retainer that blends a few of these services together. Below is the full menu — we'll put together a scope that fits where you are right now.
We work with small business owners, service-based businesses, beauty professionals (salon and studio owners, independent stylists, estheticians), creatives, and consultants. That means we're comfortable with the details that come with each — booth and chair rental income, tips, retail product cost of goods sold, multi-stylist payouts, platform fees, contractor 1099s, and project-based invoicing.
01
Monthly Bookkeeping
Categorized transactions, reconciled bank and credit card accounts, and a tidy set of books delivered on a predictable monthly schedule. You'll always know where things stand.
Bill entry, vendor management, and a clear payment workflow so the right vendors get paid on time without anyone scrambling at the end of the week.
On-time vendor payments
Clean vendor records
Audit-friendly documentation
03
Accounts Receivable Support
Invoicing, payment tracking, and steady follow-up on outstanding balances. Cash flow stops depending on whether you remembered to send the invoice.
Faster collections
Clear AR aging
Fewer awkward client emails
04
Expense Management
Receipt capture, expense categorization, and reimbursement workflows. Spending becomes something you can actually see and review, not a pile of receipts in a drawer.
Visibility into spending
Tidy receipt records
Simple reimbursement process
05
Financial Reporting
Monthly P&L, balance sheet, and cash flow reports with a short written summary. The numbers come with context, so you can act on them instead of staring at them.
Reports you actually read
Real visibility into the business
Better decisions, sooner
06
Bookkeeping Cleanup & Catch-Up
A focused project to bring overdue or disorganized books back into shape. We agree on the scope and timeline up front so you know exactly what you're signing up for.
A practical look at the workflows around your finances — how bills get paid, how clients get invoiced, how data moves between tools — with concrete recommendations and help putting them in place.
Fewer manual steps
Clearer ownership
Processes that scale
08
Operations Support
Ongoing help with the operational side of running a business: vendor and tool management, documentation, and the kind of behind-the-scenes work that keeps things moving.
Less running of errands
Documented systems
More time on the business
Find the right fit
Not sure where to start?
Send a quick note about your business and where the books are today. We'll figure out together which of these services would actually move the needle.