From bookkeeping to tax prep, we help creators like you stay organized, compliant, and confident with your business finances.

Tiered Services

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The DIY

For creators who want to manage their own money — with the right tools.

A library of templates, trackers, and checklists designed to help you stay organized, write off the right expenses, and prepare for tax season with confidence.

Includes:

  • Tax deduction guide + checklist (PDF)

  • Google Sheets income + expense tracker

  • Quarterly estimated tax calculator

  • Business budget & goal planning templates

Best for: New or part-time creators who want to start clean and stay in control.

Need more guidance? Book a zoom call!

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The Assistant

For creators ready to hand off the numbers — and keep it simple.

You create, we track. We categorize your income and expenses monthly, so you're always tax-ready and in control of your business finances.

Includes:

  • Monthly bookkeeping & transaction categorization

  • Monthly profit & loss reports

  • Tax-ready books by year-end

  • Email support & quarterly check-ins

Best for: Creators earning consistent income who want clean books and peace of mind.

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The Manager

For creators running a real business and ready to outsource the heavy stuff.

Your full financial back office — streamlined, secure, and creator-friendly. We handle the bookkeeping and file your taxes so you’re never caught off guard.

Includes:

  • Everything in The Assistant

  • Annual federal + state tax prep (business + personal)

  • Quarterly estimated tax planning

  • 1099 tracking for contractors

  • Support for S Corp tax filings (Form 1120S, K-1s)

Best for: Full-time creators, LLCs, and S Corps looking for a one-stop solution.

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The Business Partner

For creators who want a true financial partner.

We’re your virtual CFO — providing expert insight, proactive planning, and high-touch support to help you grow, save on taxes, and make smart financial decisions.

Includes:

  • Everything in The Manager

  • Quarterly strategy calls (Zoom)

  • S Corp compensation planning + payroll guidance

  • Custom dashboards & reporting

  • Unlimited email support

Best for: High-earning creators scaling their business and ready to build wealth intentionally.

Add Ons

Book Office Hours

We’ll answer any questions or provide guidance, as needed

Tax Filings

Must be a tiered services customer