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Accounting that feels like a pep-talk, not a headache.

Two women sitting on a beige couch in a well-lit room, engaged in conversation. One woman with blonde hair is smiling and holding a laptop, while the other woman with brown, curly hair is taking notes in a notebook.

We keep your books tidy, your tax stress low, and your strategy strong, so you can get back to running the show.

Who We Help

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SMALL BIZ OWNERS

Who’d rather do literally anything else than reconcile receipts

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FOUNDERS

Who want numbers they actually understand (no jargon zone)

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TEAMS

Looking for a CPA who’s more “coach on the sidelines” than “scary auditor”

Packages

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SET-UP & CLEAN-UP

Think of this as spring-cleaning for your books.


What we do: set up your system, fix messy ledgers, connect your apps, and give you your first “ta-da!” report.


Best for: new businesses or DIY books that went… off the rails.

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MONTHLY BOOKKEEPING

Your behind-the-scenes cheer squad.


We’ll handle: reconciliations, month-end close, and sales tax filings. You'll get tidy books + monthly reports you can actually read.


Add-ons: payroll, apps, more bells & whistles if you need.

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ADVISORY / FRACTIONAL CONTROLLER

Basically, a CFO without the full-time salary.


We’ll bring: dashboards, cash-flow plans, pricing/margin reviews, and strategy calls.


Good for: owners who want to know if that “big idea” is financially genius… or not so much..

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YEAR-END & TAX

The calmest tax season you’ve ever had.


We prep, file, and walk you through the numbers so you’re not left guessing.

Bonus: we plan for next year so you don’t repeat the same scramble.

GETTING STARTED WITH CHEER

This is how we do it (this is how we do it)

1

INTRODUCTION

We schedule a meeting to get acquainted and learn about you and your business. The goal is to get to know you, understand the basics of your business, and hear about your accounting services wishlist.

2

THE BLUEPRINT

Based on your wishlist, we map out your recommended services and the best software systems to use. The blueprint outlines the how, what and who of your accounting function. Once we have that, we can create your proposal.

3

THE PROPOSAL

We meet to go over your accounting blueprint and recommended services. You’ll receive a proposal outlining services, timeline, & cost. We’ll answer your questions and discuss alternatives based on your budget and wishlist.

4

THE HAPPY DANCE

The best part. Once we agree on a proposal, and it’s signed on the dotted line -we do a happy dance and welcome you aboard. Congratulations, you now have a numbers guru on your team! Time for us to get to work.

Tech We Love

We plug into tools like Stripe, Square, Wagepoint, Payworks - basically whatever makes your life easier and keeps the boring stuff automated.

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Ready to stop dreading your books?