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.

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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.

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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.

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Predictable, year over year

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

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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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