Which Stage is Your Business In?
Identify your current needs to find the right foundation for your growth.
1. Full-Cycle Bookkeeping & Cleanup
Precision for your ledger, perspective for your taxes.
- Monthly Ledger Maintenance
- Investment: $350 – $600 / Month
- Suggested If: You have a system but are falling behind on data entry and reconciliation.
- The Catch-Up Project
- Investment: $1,500 – $3,500 (One-time project)
- Suggested If: You have months (or years) of messy receipts and need to be tax-ready fast.
- The Legacy Diagnostic
- Investment: Custom Quote (Requires a $250 Diagnostic Review)
- Suggested If: You have 20 years of historical data that needs auditing and digital transition.
2. Professional Web & Technical Care
A modern storefront that builds trust while you work.
- The Modern Launch
- Investment: $1,200 – $2,500
- Includes: Professional 5-page site build and Google Business Profile setup.
Includes: Professional 5-page site build and Google Business Profile setup. (Excludes domain purchase and hosting fees—see Software section below).
- The Digital Caretaker
- Investment: $75 – $150 / Month
- Includes: Security backups, plugin updates, and monthly content tweaks (price changes, etc.).
3. Strategic Business Writing
Professional storytelling that stands out from corporate competitors.
- The Identity Kit
- Investment: $450 – $800
- Includes: A custom “About Us” biography and professional service descriptions.
- The Connection Plan
- Investment: $150 – $300 / Month
- Includes: A monthly client newsletter to keep your business top-of-mind for repeat work.
Travel & Service Area
- On-Site Consultations: Included within a 20-mile radius of [Your Location].
- Beyond the Radius: A flat $75 travel fee applies for on-site visits.
- Remote Standard: Strategic sessions are held via Zoom to maximize your investment of time.
Let’s Capture Your Missing Revenue
When your records are unorganized and your digital presence is missing, your business is losing money in ways you might not even realize.
- Losing Track of Profit: It’s not just about taxes. It’s about not knowing which jobs are actually making you money, missing invoices that haven’t been paid, or paying for subscriptions and services you no longer use.
- Missing New Opportunities: In our local market, if a customer can’t find you or see a professional “About” story, they move to the next name on the list. That is a direct loss of future income.
- The Hidden Cost of Your Time: Every hour you spend sorting through paper is an hour you aren’t out earning your top rate or growing your business. That is the most expensive cost of all.
My job is to bring everything into focus. I help you move from a “messy desk” to a clear, professional foundation so you can make decisions with confidence, and get back to the work you actually enjoy.
A Note on Software & Subscriptions
To ensure you always own your data, third-party software subscriptions are paid directly by you. I handle the setup and daily management so you don’t have to worry about the technical side.
Common examples of these monthly costs include:
- Bookkeeping (e.g., QuickBooks): Starting around $30/mo
- Email Marketing (e.g., Mailchimp): Often free for small lists; starting around $20/mo
- Website Hosting & Domain: Starting around $20/mo
Note: These are estimated examples only. Actual costs depend on your specific business size and the features you choose. We will select the best plan for your goals during our setup.
The Complete Foundation Bundles
Want to offload the back-office stress entirely? Save up to 20% by bundling your services into one flat monthly fee.
