Two Ways We Partner
With Ethical Businesses

Custom bookkeeping for businesses that want to understand their numbers and strategic consulting for growth-focused companies.

Choose Your Partnership

Bookkeeping & Automation

Custom, scalable bookkeeping built for business owners, not just CPAs. We demystify your finances and create systems you can actually understand and use to make decisions.
Learn About Bookkeeping →

Strategic Consulting

Financial strategy, FP&A, and CFO-level guidance. We integrate money variables with the operational realities that drive your mission. Perfect for businesses ready to scale strategically.

Learn About Consulting →

How We Work Together

Every partnership starts the same way – with deep discovery and honest conversation about whether we’re a mutual fit.

Discovery Conversation

We learn about your business, your values, and your goals. You learn about our approach and philosophy.
N

Mutual Fit Assessment

We determine if there’s alignment on values, expectations, and working style. Not every business is right for us.

Scoping & Pricing

We create a custom proposal based on your specific needs, with transparent pricing and clear expectations.

Deep Onboarding

Month one is investment-heavy as we build the foundation right. We lose money upfront so you win long-term.

Our Pricing Philosophy

Most professional service providers are cowards – they get paid the same whether they succeed or fail. We built our model differently, with shared risk pricing that varies by service type.

For Bookkeeping Services

While most bookkeepers charge by the hour (creating unpredictable costs and incentivizing slow work), we flip the model:

  • Zero onboarding fees – we invest heavily in proper setup at no extra cost
  • Fixed monthly rate from day one – even though month one requires 3x the work
  • No scope creep surprises or hourly billing games

For Consulting Services

Unlike traditional consultants who lock you into 6-12 month contracts regardless of results, we offer flexible engagement models:

  • No minimum commitments – scale up or down month to month
  • Ad hoc consulting available – schedule as needed with flat hourly rates
  • Success fee arrangements – reduced upfront investment, we get paid when you see returns (for select engagements we truly believe in)

Shared Risk Model

Both approaches share the same philosophy: we succeed when you succeed. No getting paid the same whether we’re right or wrong. No charging more because something took longer than expected.

Which Service Is Right For You?

Choose Bookkeeping If:

✓ Your business revenue is $100K+ annually
✓ You want to understand your numbers, not just file them
✓ You’re tired of waiting weeks for financial statements
✓ You want custom systems built for your specific business
✓ You need 12 monthly decision points, not year-end surprises
✓ You need procedures in place around your reporting
✓ You wouldn’t bet a months pay that your books are accurate

Choose Consulting If:

✓ You need strategic financial planning and analysis
✓ You want CFO-level guidance without a full-time hire
✓ You’re dealing with complex debt or capital decisions
✓ You need to integrate financial strategy with operations
✓ You’re planning for significant growth or expansion
✓ You’re currently experiencing the pains of growing too fast or unsustainably

Ready to Transform Your Business?

We’re selective about who we work with, and we’re guessing you are too. Let’s see if we’re a mutual fit.
Start the Conversation