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Bookkeping that grows with you!

From Root to Drift, there’s a package designed to meet you exactly where you are.

Whether you’re grounding your business foundations, finding your flow, seeking alignment, or ready to drift with ease, our offerings grow with you. Each package is crafted to bring clarity and balance to your finances, so you can stay focused on what you love most.

Pricing varies, as each business has unique needs. Below are examples of what our packages can look like.

root

Start grounded

$400 Per Month

For small businesses or solopreneurs needing basic, reliable support.

Includes:

Monthly expense tracking and categorization
Customized chart of accounts setup
Bank & credit card reconciliation (up to 2 accounts)
Monthly financial statements (P&L, Balance Sheet)
Email support

Blue Sky with Clouds

drift

Choose only what you need,
when you need it.

Custom Quote

Your business isn’t one-size-fits-all; neither is your bookkeeping. Drift lets you float in and out of support with ease, clarity, and intention.

a la carte menu services:

Catch-Up Bookkeeping
Invoicing & Accounts Receivable
Bill Pay & Vendor Management
Monthly or Quarterly Cash Flow Snapshot
1:1 Accounting Alignment Call
Custom Bookkeeping Ritual
1099 Preparation & Filing

Dark Waves

flow

Ease into growth

$600 Per Month

For growing businesses ready to scale their finances mindfully.

Includes everything in Root, plus:

Additional account reconciliations (up to 4 total)
Quarterly financial review call
Invoicing or bill pay support (up to 15 per month)
Monthly cash flow snapshot

align

Complete financial harmony

$1,200 Per Month

Full-service support for established businesses seeking clarity, insight, and peace of mind.

Includes everything in Flow, plus:

Unlimited account reconciliations
Monthly strategy call
Budgeting and forecasting support
Payroll coordination
Support for tax preparer or CPA liaison

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