Your trusted partner for bookkeeping, payroll, and HR support.
A clear and smart idea grows into a thriving small business, but instead of celebrating achievements, owners are buried in compliance and paperwork. This is where we come in.
H O W W E W O R K
Discovery Call
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Customized Package & One-Time Add-Ons
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Onboarding & Setup
Support, Reporting, & Strategy
We start with a complimentary consultation to understand your business, pain points, and priorities. We’ll talk through your current bookkeeping, payroll, and HR processes and habits to identify gaps and opportunities.
We execute & monitor your bookkeeping, payroll, and HR systems with consistency and accuracy. You’ll receive regular reports and insights to help you make informed, strategic decisions.
As your business grows, we update systems, refine processes, and scale support to keep everything running smoothly.
Ongoing Optimization
You choose the service tier that fits your needs - Basic, Growth, or Premium, and we tailor it as needed to land on the level of support desired. For example, you may need more support in bookkeeping and less in HR. We both determine whether any one-time add-ons are needed, including bookkeeping backlog and/or cleanup, initial payroll setup, initial employee handbook creation, excise tax cleanup, and workflow audit & recommendations.
We gather documents, get set up on your platforms (QBO, payroll, etc.), and establish communication routines.
M O N T H L Y P A C K A G E S
BASIC
Compliance & Organization
Monthly bookkeeping (less than 100 transactions)
Monthly reconciliation (1-2 accounts)
Excise tax filing (state and city)
Quarterly financial report & strategy meeting
Payroll processing (1-5 employees)
Basic level HR (new hire paperwork & WA state compliance)
Year-end tax prep
GROWTH
Streamline & Scale
Monthly bookkeeping (100-500 transactions)
Monthly reconciliation (3-5 accounts)
Excise tax filing (state and city)
Monthly financial report, budget monitoring & strategy meeting
Payroll processing (6-10 employees)
Mid-level HR (best practices, performance framework, benefits management)
Year-end tax prep
M O S T P O P U L A R
PREMIUM
Comprehensive Support & Strategy
Monthly bookkeeping (500+ transactions)
Monthly reconciliation (6-8 accounts)
Excise tax filing (state and city)
Monthly financial report, budget monitoring, cash flow & strategy meeting
Long-term forecasting & scenario planning
Payroll processing (11-20 employees)
High-level HR (policy creation, incident support, culture building)
Year-end tax prep
Contact Us
Interested in learning more about pricing and if our services might be a good fit for your business? Please fill out the contact form and we’ll be in touch shortly.