Our Services
Support that meets you where you are and grows with you.
Whether you are just trying to stay on top of your books or looking for a strategic financial partner, there is a service tier that fits.
We move forward without shame or overwhelm. We simply provide grounded support, clear systems, and smarter decisions.
Minimum monthly investment: $400.
If you are ready for clarity, structure, and confident financial decisions, you are in the right place
Tier 1:
The Essentials
Monthly Bookkeeping
This is the foundation every business needs. Get your books organized, accurate, and tax-ready without stress or second-guessing.
Includes:
Monthly reconciliations
Categorized transactions
Organized reports for tax time
Clear and clean financials
Quarterly overview calls to go over your reports so you know what they mean
Perfect If:
You want peace of mind knowing that your books are in order and completely off your plate.
“I trust her implicitly with the bookkeeping side of my business.” Abby G.
Tier 2:
Bookkeeping + Profit Consulting
Financials + Mentorship
You get everything in Tier 1 plus bi-monthly calls that actually help you understand your numbers and make smarter decisions.
Includes:
All Tier 1 bookkeeping
Financial literacy mentorship
Cash flow insights and support
A strategy session every other month
Perfect If:
You want to feel empowered around your finances rather than confused or left behind.
“Her nurturing yet direct style made me understand my numbers for the first time.” Coach Jen B.
Tier 3:
Strategic Financial Insight
Virtual CFO Partnership
This is where finances become a growth tool. Work closely with Mandy on forecasting, planning, and high-level strategy.
Includes:
Everything in Tier 2
Financial Forecasting
Profit and revenue planning
High-level financial strategy and support
Monthly calls to review reports and talk strategy
Perfect If:
You are scaling or managing multiple revenue streams and are ready for a partner who thinks ahead with you.
“She goes beyond balancing books, leaning into financial planning, predicting, strategizing, and helping us prepare for what’s next.” - Kristi C.
A LA CARTE ADD-ONS
Need something custom or short-term?
These a la carte options are available whether or not you are on a monthly plan.
Bookkeeping cleanup projects
Cash flow forecasting
Budget creation
Expense audit
Dashboard setup
QuickBooks
“She analyzed three years of records and gave me a clear plan for overhead and profit goals.” Chris D.
FREE DOWNLOAD
Entrepreneur CFO Checklist
Stop Wondering If You’re “Doing Your Finances Right”
Most business owners aren’t struggling because they’re bad with money.
They’re struggling because no one ever showed them what to do, and when.
This free Entrepreneur’s CFO Checklist breaks your financial responsibilities into clear daily, weekly, monthly, quarterly, and annual actions, so you always know what matters next.
Inside, you’ll learn how to:
Stay consistent with your numbers without living in spreadsheets
Know what to check daily and weekly to avoid surprises
Prepare for taxes and filings before they become stressful
Build habits that support profit, not burnout
How to Choose Your Service Level:
Just need clean books and less stress?
Want to understand your finances and make better choices?
Ready to forecast, grow, or make big moves?
Need help with a specific issue or project?
Still unsure? That is okay.
Book a quick call and we will figure it out together.
SOUND LIKE WHAT YOU'RE LOOKING FOR?
Let’s build a financial system that supports your goals and your peace of mind.
If you are ready to feel more clear, confident, and in control of your business money, we are ready to help.
Frequently asked questions
What bookkeeping services do you offer?
We handle your monthly transaction categorization and reconciliation, customized financial reports, catch-up or clean-up work if you’ve fallen behind, and ongoing support that keeps your books tax-ready year-round. Everything is done-for-you so you can focus on running your business, not wrangling spreadsheets.
How do you customize services to fit my business needs?
Every business runs differently, so I start by understanding your systems, goals, and how you like to work. From there, I tailor your reports, check-in schedule, and scope of work so you get exactly the level of detail and support that fits your operations.
What bookkeeping software do you use, and is it compatible with mine?
We work directly in QuickBooks Online, which integrates smoothly with most invoicing, payroll, and expense apps. That means your data stays organized, up to date, and easy to access from one place.
How do you ensure data security and confidentiality?
Your financial data stays private and protected. We work only in secure, encrypted platforms like QuickBooks Online and limit access to authorized users on your account. You remain the account owner at all times.
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The content and services shared here are meant to support your understanding of your finances, not replace personalized legal, tax, or financial advice. Results vary based on many factors, and no specific outcomes are guaranteed.