ClarIty for the story you’RE building
Monthly Bookkeeping
Whether you’re a solo entrepreneur, a scaling startup, or an established company, we create a structure that fits you, not a one-size-fits-all template.
Included Services:
Monthly reconciliation of bank and credit card accounts
Tracking of client retainers, project income, and expenses
Organization of purchase orders, vendor payments, and project costs
Clean, accurate financial records
Monthly financial reports presented in a clear, approachable way
Ongoing communication for questions and transaction reviews
Additional Support: (Optional)
Accounts receivable and payable support
Payroll coordination
Process improvement for project-based financial workflows
Monthly/Quarterly Financial Review Calls
Sales Tax Returns
Our team has experience with several project management software platforms, including Houzz Pro, Ivy, Dubsado, and DesignFiles, and will be adding Studio Designer clients soon.
We also have experience with online POS systems such as Shopify, Square, Stripe, and Wix, and can assist with your payroll needs through Gusto, QuickBooks, ADP, and Paychex.
Schedule your consultation today to build a bookkeeping system that works as intentionally as you do.
Work Flow
A Process That supports
1. Onboarding & Setup
We learn how your business operates—projects, billing structure, and systems—then set up a clean, organized foundation.
2. Monthly Bookkeeping
We handle reconciliations, categorize transactions, and keep everything current and accurate.
3. Review & Collaboration
You receive your financial reports along with clear communication and an easy way to review or ask questions.
4. Ongoing Support
As your projects and business evolve, we’re here to support you with consistent communication and insight.
“A good accountant is a good poet. he appreciates the true value of things”
Robert Frost