Perfect for freelancers or solopreneurs who need the essentials done right.
Goal: Keep your books clean, organized, and up-to-date so you're always ready for tax time
Ideal for growing businesses that need more insight and support.
Goal: Give you clarity on cash flow and help you stay ahead of your financial to-dos as you grow.
Designed for business owners who want a hands-off, done-for-you solution.
Goal: Take bookkeeping off your plate completely and give you high-level financial visibility year-round.
Best for W-2 earners or individuals with simple returns.
Goal: Get your taxes filed accurately and on time, with no stress.
Ideal for self-employed individuals, freelancers, or side hustlers.
Goal: Help you stay compliant while maximizing your deductions and saving more.
Best for small business owners, landlords, or those with complex returns.
Goal: Provide full-service support, strategic planning, and peace of mind—before, during, and after tax season.
Struggling to stay on top of your bills or wondering where your money is going each month? I’ll create a personalized Google Sheet that clearly lays out your income, expenses, bills, and debt payments so you can finally feel in control of your money. Whether you're looking to budget better, pay off debt, or start saving, this service gives you clarity and a clear monthly roadmap.
Perfect for individuals who want a clear monthly view of their finances.
Goal: Give you a clear, customized snapshot of your money so you can manage your month with confidence.
Ideal for those who want structure and ongoing support to stay on track.
Goal: Help you build habits, reduce debt, and make progress toward real goals—not just numbers.
Best for people ready to completely reset their relationship with money.
Goal: Empower you with systems, mindset, and tools to manage your money confidently and sustainably.
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