Clean, simple financial systems you can keep up with.
You don’t need complicated accounting. You need a system that makes your numbers easy to track, understand, and maintain.
HOW I HELP
Light financial system setup and ongoing support for founders who want clarity—without getting buried in bookkeeping.
This is not full-service accounting or tax work. It’s the structure behind your finances so everything stays organized and usable.
Foundation Setup
$350 – $650
(depending on cleanup level)
Best for: starting fresh, cleaning up a mess
What’s included:
QuickBooks or Wave setup
Chart of accounts tailored to your business
Initial categorization structure
Cleanup of existing transactions (light to moderate)
Simple monthly workflow (what to do, when)
Cleanup + Reset
$450 – $900
Best for: “I already have something, but it’s wrong or inconsistent”
What’s included:
Audit of current setup
Fix categorization issues
Clean up past transactions (defined timeframe)
Reorganize chart of accounts if needed
Rebuild a clean monthly process
Monthly Light Support
$150 – $300 / month
Best for: staying consistent without doing it all yourself
What’s included:
Monthly categorization review
Cleanup + corrections
Simple reporting (income, expenses, trends)
Ongoing questions/support
WHEN THIS IS A GOOD FIT
You’ve been avoiding your numbers
Your transactions are messy or inconsistent
You don’t fully trust your reporting
You’re making decisions without clear data
You fall behind and have to catch up later
Your system feels harder than it should be
You want something you can actually maintain
HOW THIS FITS INTO YOUR BUSINESS
Your financial system should connect with everything else:
your operations
your workflows
your decision-making
This is about creating a setup that supports how your business runs, not something separate you ignore.
Get your financial systems cleaned up and running simply.
Start with a diagnostic call and we’ll map out what needs to be fixed.