With flexible plans for businesses and nonprofits, our new Bookkeeping service can help you focus on your mission.

A good, reliable bookkeeping system is essential to any nonprofit or business.

We can help with setup, cleanup, and ongoing management of your books.

1–2 Accounts

3 Accounts

4 Accounts*

1M+/year in revenue

$500K–1M/year in revenue

up to $500K/year in revenue

  • Informational Meeting

  • Quarterly business summary and review call

  • Access to discounted Quickbooks subscription through Saltbox

Ongoing Services

Our complete setup package for new businesses and nonprofits. We’ll set everything up for you, and continue to handle your books.

For established businesses with accounts previously setup, we can manage your books so you can focus on bigger things.

One-time setup fee of $600

One-time setup fee of $800

Start strong with a complete setup.

One-time cleanup and reconciliation of your books for up to one calendar year


  • Informational Meeting (1 hour)

  • Setup Of Business And Chart Of Accounts

  • Bank Rules Setup For Easy Reconciliation And Data Feeds Created For Up To 3 Existing Bank + Credit Card Accounts

  • Tour of your new books (30 min session)

Starting at $800 (based on complexity)

Starting at $1000 (based on complexity)


We Take Fewer Clients, So You Get More Attention.

We're a boutique firm taking on a select number of clients with shared values. That means we have more time to devote to each client, and the staff resources to support you.

We use the best technology and software in the industry to protect your privacy and give you an incredible experience. Track your performance, easily and securely share files, and see all of our plans in real time.

Industry-Leading Technology For a Great Client Experience.

We're Great At This.

Our advisors are deeply experienced, passionate and certified to give quality and up-to-date guidance. We love what we do and we get joy out of helping you feel better about your finances and future.