Our Services

Whether you’re looking for assistance with Bookkeeping, Marketing, or both, we’ve got you. While every client is unique, we’ve organized service “packages” into common levels of involvement, moving from simple to complex.

  • Many clients are looking for ongoing services managing their financial or marketing systems.

  • Others may need à la carte services, from financial systems and processes, to a particular marketing project they’ve been pushing off.

Either way, we’re here to help. This isn’t a concrete breakdown of rigid “packages,” so much as a conversation starter to help identify the pain-points you want to address, so we can dig in with you a bit more productively.

Ledger

Andrea brings wide industry experience and top-to-bottom expertise to your benefit. We organize, simplify, and maintain your financial systems so you can make confident, informed decisions without the stress of messy books, missing numbers, or cluttered financial processes.

Ledger I: Foundation

Set up your financial books, categorize bank transactions, and receive clear monthly reports (P&L and Balance Sheet), plus quarterly and yearly reviews for easy tax prep and insight into your financial health.

→ Best for new or growing businesses that need reliable bookkeeping and clean, organized records.

Ledger II: Growth

All Foundation services plus payroll management, accounts receivable and payable tracking, and custom monthly reports including cash flow forecasting for proactive decision-making.

→ Best for established businesses ready to move beyond bookkeeping and start managing cash flow with confidence.

Ledger III: Vision

All Growth services plus custom financial process creation, KPI-based strategic reporting, budgeting and forecasting, and audit/tax preparation coordination for long-term stability.

→ Best for mature businesses seeking deeper insight, strategic partnership, and systems that support smarter growth.

Voice

Kirk works in a deeply collaborative fashion to help you clarify your message, strengthen your brand voice, and tell your story in a way that resonates with the people you most want to reach.

Voice III: Vision

All Growth services plus holistic content strategy for campaigns, launches, or brand storytelling across platforms. Includes strategy workshops, long-form content outlines, and creative direction support.

→ For established businesses ready to scale their story and deepen connection with their audience.

Voice II: Growth

All Foundation services plus content planning and copywriting for your website, blog, or key digital channels. Includes keyword research, tone consistency, and monthly or quarterly content rhythm planning.

→ Best for owners ready to grow their online presence and stay consistent.

Voice I: Foundation

Define your business story and message so it resonates with your audience. Includes brand positioning discovery, voice and tone guide, and a clear messaging framework for consistent communication.

→ Ideal for businesses wanting to clarify who they are and how to talk about it.

Both

Our integrated approach brings your story and systems together, combining financial structure with strategic communication for a business that runs smoothly and connects deeply – in an efficient discounted combination tailored just to you.

Package III: Vision

All Growth services plus strategic insight, forecasting, and narrative alignment between your data and brand story.

→ Includes strategic reporting, campaign strategy, and business storytelling for growth or investor readiness.

Package II: Growth

All Foundation services plus ongoing bookkeeping and content rhythm support for cohesive business growth.

→ Includes monthly reporting, content planning, and light coaching on message/brand consistency.

Package I: Foundation

Get organized from day one with both financial structure and a clear, authentic brand foundation.

→ Includes basic bookkeeping setup, first-month reporting, and brand messaging discovery.

À La Carte Services

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À La Carte Services 〰️

Here are a few of the more common one-time projects we frequently see organizations looking for. These may be included in or added onto standard ongoing services, or contracted by themselves.

Ledger

  • Bring your existing records up to date and correct errors from prior months or years, so your financials start clean and accurate.

  • Organize and reconcile financial data ahead of an audit, ensuring reports and documentation are complete, compliant, and ready for review.

  • Compile and categorize year-end financials for seamless coordination with your CPA or tax professional, saving time and reducing stress.

  • Collect vendor data, verify payment totals, and prepare accurate 1099s to meet IRS deadlines without the last-minute scramble.

    Note - Must hire by December 1 for the desired tax year.

Voice

  • Professionally written home, about, and service page copy built around your brand voice.

  • A one-time, structured deliverable defining your mission, vision, tone, and key brand statements.

  • A 3–5 email automation introducing new subscribers or clients with warmth and clarity.

  • Custom 30-day caption kit to align voice and visuals across social channels.

  • Two to four SEO-optimized long-form posts per month, maintaining your tone and audience connection.