6-Step Roadmap:
To Lasting Financial Success

Our six-step process gives you the structure, clarity, and consistency you need to stay financially organized and thrive year-round.

01.

Keep Your Books Updated

Record income and expenses regularly so your numbers are always accurate — don’t wait until year-end.

02.

Separate Business and Personal Accounts

Use dedicated business bank and credit accounts to avoid confusion and make tracking simple.

03.

Review Financials Monthly

Look over your profit and loss, cash flow, and balance sheet each month to stay on top of trends and catch issues early.

04.

Track Expenses & Save Receipts

Use digital tools to store receipts and categorize spending — you’ll thank yourself come tax time.

05.

Plan for Taxes Year-Round

Set aside a percentage of income each month so tax season never sneaks up on you.

06.

Work With a Pro

Partner with an accountant who understands your business goals and helps you make confident financial decisions.

What People Say

“Jesi and her team have been incredible! She’s patient, thorough, and takes the time to explain everything clearly. I always feel confident knowing my business finances are in great hands.”

Maria Villagran

Owner of Angel’s Daycare

FLAT RATE PRICING

Bookkeeping Plans That Fit Your Business

Ignite Your Finances. Elevate Your Strategy. Ascend to Success

Ignite Plan 🔥

Perfect for startups and small businesses ready to get their finances under control. The Ignite Plan lays the foundation — clean books, organized transactions, and reliable reports that actually make sense. You’ll finally see where your money’s going each month and get the clarity you need to make smart business moves.

$350+

per month

+

Up to 75 transactions/month

+

1 bank + 1 credit card account reconciliation

+

Monthly profit & loss and balance sheet

+

Transaction categorization

+

Email support

Elevate Plan ⬆️

For growing businesses that need more than basic bookkeeping. The Elevate Plan helps you stay on top of your cash flow, track performance, and make data-driven decisions. You’ll get deeper financial insight, monthly reports, and one-on-one reviews that give you full confidence in your numbers.

$650+

per month

+

Up to 200 transactions/month

+

2–3 bank or credit card accounts

+

Monthly reports + quarterly review call

+

Payroll coordination (optional add-on)

+

Email & phone support

Ascend Plan 🚀

Designed for established brands that want a true financial partner. The Ascend Plan delivers advanced reporting, performance tracking, and proactive financial strategy. From payroll coordination to cash-flow forecasting, you’ll have the data and guidance to grow smarter, faster, and stronger.

$1,000+

per month

+

3+ accounts, up to 500 transactions/month

+

Payroll management support

+

Monthly reports + advisory meeting

+

KPI tracking & cash-flow review

+

Priority support