Yes! Our entry-level tier, The DIY, is designed specifically for new or part-time creators. It includes easy-to-use templates, trackers, and tax guides to help you start managing your business finances the right way — even if you’re not ready to hire a bookkeeper yet.

Our bookkeeping services (offered in The Assistant, The Manager, and The Business Partner tiers) include monthly transaction categorization, profit & loss reports, and year-end tax-ready financials.

Yes! Tax preparation is included in The Manager and The Business Partner packages. You can also purchase it as an add-on if you're using our DIY or Assistant service.

Absolutely. We assist with S Corp formation, reasonable compensation planning, and payroll guidance in The Business Partner tier. If you're not sure if an S Corp is right for you, we can help you evaluate that too.

The DIY: Templates and guides for creators who want to manage their own finances

The Assistant: Monthly bookkeeping support

The Manager: Bookkeeping + tax prep

The Business Partner: All of the above + ongoing advisory and financial strategy

At this time, our services are built for U.S.-based creators, with a focus on U.S. tax and business compliance.

Yes! We offer one-time Zoom consults for DIY clients and new creators who want help reviewing their setup or asking tax and business questions.