Let's get your money working as hard as you do.
Done-for-you bookkeeping for service-based business owners who are ready to stop guessing & start growing. You built something real — it's time your finances reflected that.
PACKAGES
Not sure which one is for you?
That's what the free consult call is for. (No pressure, no pitch-fest -- just an honest conversation about your business & what actually makes sense.)
but if you're ready to browse first, here's the breakdown:
QUARTERLY bOOKKEEPING
For the solopreneur who wants clean books without the big commitment
$149/MO
Billed Monthly
WHAT'S INCLUDED
You know you need to get your finances organized --you're just not quite at the point where monthly support makes sense yet. This one is for you.
Every quarter, we come in clean everything up, categorize your transactions, & hand you reports that actually tell you something useful. Tax season? Handled. (Whew.)
✔ Done-for-you quarterly bookkeeping
✔ Transaction categorization
✔ Custom financial reports
✔ Tax-ready financials
MONTHLY bOOKKEEPING
For the growing biz owner who wants eyes on her numbers every single month
$399/MO
Billed Monthly
WHAT'S INCLUDED
You're past the "figure it out as I go" stage. You need someone in your corner every month -- catching things, flagging anything new, & delivering, reports that make sense.
That's what this is. Real humans (hi, that's us) doing real work on your books every single month, with plain-English insights to match.
✔ Done-for-you monthly bookkeeping
✔ Transaction categorization
✔ Custom monthly financial reports
✔ Tailored financial insights & commentary
✔ Ongoing support as your business grows
CFO Package
For the business owner who's ready to fully delegate & optimize
$2,399/MO
Starting at - let's talk
WHAT'S INCLUDED
You've built something real -- & now you need more than just clean books. You need someone who understands where your business is going & helps you get there.
This is the whole picture. Think of us as your financial co-pilot (without the full time salary). We handle the strategy, the analysis, & the ongoing review so you can get back to the work that actually moves the needle.
(Yes, we know this one's an investment. It's also the one where clients go from 6-fig years, to 6-fig months. Just saying.)
✔Accounts receivable & payable management
✔ Cash flow analysis & forecasting
✔Weekly KPI review & reporting
✔Strategic financial advisory calls
✔Full-team support (not just one person)
✔Growth-focused financial insights
WORKING WITH MY TEAM
What to expect when you say yes.
No awkward onboarding. No confusing back-and-forth. Just a clear, simple process that gets your books in order fast.
01. We connect & get clear
Discovery call to understand where you are, what you need, & which package fits.
02. You send us the headache
Hand over access & let us do the heavy lifting. Seriously -- we have seen it all & we are not here to judge.
03. We deliver & explain
Clean books, real reports, & plain-English insights -- every single time.
04. You make confident decisions
Finally know that your numbers mean -- & use that clarity to make decisions you actually feel good about.
here's what changes when you stop guessing
Before working together, most of our clients describe the same feeling.
They're making money -- but they don't really know how much.
They're spending money -- but they couldn't tell you where it's going.
They open their bank app, see a number, & just... hope it's enough.
(Sound familiar? You are not alone.)
After working together, something shifts.
Not overnight. But steadily.
The reports start making sense. The decisions get easier.
The tax season panic? Gone.
And that quiet confidence that comes from actually knowing your numbers -- that one changes everything.
One of our clients went from barely hitting 6 figures in a year to doing 6 figures in a single month.
That's what clarity + confidence does for a business.
Ready to find out what it does for yours?
THE HUMANS BEHIND YOUR BOOKS
Lexi Vance
Founder & your friendly CFO
I started this business on an ancient Chromebook with a $150/month client & a whole lot of late nights. Five years later, I have a Bachelor's in Accounting, a team I trust completely, & a real passion for helping service providers stop guessing & start growing.
My goal is simple -- give you accurate, real financial data so you can make decisions that actually align with your business and your life.
When I'm not in the books, I'm homeschooling my two girls, drinking coffee on the porch, & chasing whatever's currently on my heart. (Usually in that order.)
Adrienne Schreiner, MBA & CPA
Operations & Support
Adrienne brings the kind of credentials that make you exhale a little. We're talking a Bachelor's in Accounting, an MBA with an Accounting emphasis, & a CPA license through the state of Missouri -- plus years of corporate accounting experience in manufacturing.
(Yes, we know we are incredibly lucky to have her. She keeps us sharp.)
When she's not building spreadsheets or solving problems that look unsolvable, Adrienne is spending time with her husband, volunteering, or -- almost always -- reading a book. Her mantra says it all: "Never give up -- there is always a solution, it's just a matter of how you go about finding it."
Tori Wienecke
Lead Bookkeeper
Tori brings a background that spans banking, HR, & all things business -- & a Bachelor's in Business Administration that she has absolutely put to good use.
She is detail-oriented, thorough, & the kind of person who genuinely loves digging into the numbers. (We know. We're lucky.)
When she's not knee-deep in client books, you'll find Tori at the lake with her family, by the campfire, or in the kitchen testing out a new recipe. Her motto? "Life is like accounting -- everything must be balanced." We could not agree more.
FREE RESOURCES
NOT READY TO COMMIT? START HERE.
Two free tools that'll give you immediate wins — no credit card, no catch.
FREE DOWNLOAD
THE CONFIDENT PRICING TOOLKIT
Unsure what to charge? Stomach-churning when you say your rate? This toolkit walks you through exactly how to build prices you can stand behind.
Ready to stop undercharging? You came to the right place, friend.
You don't need anyone's permission to charge more for your services. You can count on me to be your hype-girl to keep you dreaming big, charging more, & living out your mission.
FREE 5 DAY GUIDE
PATH TO PROFIT
A step-by-step guide that walks you through your numbers, your expenses, & how to generate more revenue — in just 5 days.
Let’s dive into the weeds of your business & generate change that can result in more money in your pocket!
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