Engagements

A boutique engagement, scoped to your business.

Every engagement starts with a short conversation. From there, we propose a flat monthly fee — in writing — that reflects the level of care, reporting, and partnership your business actually needs.

Essentials

For owners who need calm, current books.

Solo and early-stage business owners who want a clean QuickBooks file and reliable monthly maintenance — without the worry that something is slipping.

Includes

  • Monthly bookkeeping & reconciliation
  • QuickBooks Online setup & support
  • Monthly P&L and balance sheet
  • Year-end financial handoff
  • Email access to Tara
Most common

Operations

For established owners ready for true financial clarity.

Established small businesses ready to operate from real financial information — with monthly reporting, organized records, and a steady advisor in their corner.

Includes

  • Everything in Essentials
  • Monthly management reporting
  • Cash flow visibility
  • 1099 preparation
  • Quarterly check-in conversation
  • Priority response

Partnership

For businesses that want it quietly handled.

Growing companies with team or complexity who want a true outsourced bookkeeping partner — calm systems, custom reporting, and long-term support.

Includes

  • Everything in Operations
  • Custom KPI & dashboard reporting
  • Process & systems design
  • Multi-entity bookkeeping
  • Monthly advisory call
  • Direct line to Tara

Final fees are confirmed in writing after a short discovery conversation. Engagements are scoped to your business — complexity, volume, and the level of partnership you want.

How pricing works

You're paying for calm, organized financials — not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly fees do the opposite.

Quoted up front

Before any work begins, you receive a written flat monthly fee. No hourly meters, no surprise invoices for the email you sent on a Tuesday.

Priced for partnership

Fees reflect the outcome — calm, organized financials and a steady advisor — not how long the work happens to take in any given month.

Predictable, year over year

Pricing only changes when your business meaningfully changes. Otherwise, what you pay this year is what you pay next year.

Built for long-term work

Engagements are designed for owners who want a long-term relationship — not a one-time cleanup followed by silence.

Next step

A short conversation. A clear monthly number. No pressure.

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