investment starts at $1500 for A Partial Overhaul
investment starts at $3000 for A Full overhaul
Overhauls are customized based on each client's needs, (how big the business is, transaction volume, how far behind you are, what software you're using, if any special reporting is required, etc) So for this reason the exact deliverables and investment varies.
As a baseline, they include a cloud-based software set up if you don’t already have one and 6-12 months of clean up in getting your records imported, categorized, reconciled, and saving the applicable reports.
Upon completion of the overhaul we'll get on a call to review the completed project and reports and you'll have the option to take over the books for yourself or stay on with monthly service.
what's included:
if you haven’t touched your books in months (or ever):
The Bookkeeping Overhaul
This is a one time service that overhauls your financial records into a proper bookkeeping system so you can breeze through tax season, transition into monthly services, or DIY your books with a better foundation in place.
investment starts at $300/mo
Most of our monthly clients start with an overhaul service (listed above) and then transition into monthly services. To start with monthly service and skip the overhaul, your bookkeeping needs to already be accurate and up to date.
Experience a truly done for you service and always be prepared for tax season. Answers to your money questions are just a message away, and you never worry about falling behind on the books again.
This is our most popular service and the best way to see long term improvement with your business financials.
please note:
If you Want the books to be done for you every month:
Monthly Bookkeeping Packages
Monthly packages are customized to each client based on your unique business needs.
All packages include monthly categorizing, reconciling and reporting. Most packages also provide itemized spending reports, budget support, and quarterly calls.
What's included
one time payment of $397
The support you need without breaking the bank. It’s a one-time consulting session to help you visualize the numbers with a personalized budget, and get your money questions answered. This way you can get the confidence boost you need to help get your business off the ground without having to worry about the ongoing investment that comes with monthly services.
if you're just starting and need support without a big commitment:
Budget Strategy Session
90-minute session together and a personalized client dashboard with:
- Saved notes from the call
- Personalized budget
- Financial strategy guide
- My personal recommendations for your budget and strategy
what's included:
FAQ
Can you file my taxes?
While our team doesn’t file taxes for you, we have a CPA who we contract with if you need tax support. We are able to handle the books for you and directly send them to the CPA so you can have a one-stop shop experience for your bookkeeping and tax needs.
Do you have payment plans available?
Yes! Most of our overhauls are split into 3 payments, a deposit when you book and then a payment 30 days and 60 days later. Really big clean ups can be split into more payments on a case by case basis. Monthly services are automatically paid out on a monthly basis to help keep your cashflow consistent.
How do I get my documents to you?
Once we sign our contract, you’ll get access to a shared client folder in Google Drive where you’ll be able to upload your documents, see your budget resources, and it’s where we will save your reports so you can view and download them anytime.
Where are you located?
Our team is based out of Boise, Idaho. However, we serve clients all across the United States.
What type of businesses have you worked with?
We serve a wide variety of creative entrepreneurs and small business owners. Current and past clients include, web & brand designers, social media managers, photographers/videographers, wedding planners, venue owners, coaches, healthcare consultants, realtors, and local brick and mortar shops.
What if I’m embarrassed about my situation?
We’ve all been there, we’re human just like you and we aren't perfect with our money either. I promise you will never be judged in this space, but we will always be honest so that you can make changes and improvements so your finances can become a place of confidence and not embarrassment.
What type of software do you use?
Our team is proficient with Quickbooks, Xero and Wave. We are also experts with a lot of the CRM/Invoicing integrations with the bookkeeping software including Honeybook, Dubsado, Stripe, Square, Paypal, Kajabi, 17hats, etc. For Payroll we are most experienced with Gusto and ADP.
Tasia
Meagan
Rivka
Amy
She's knowledgeable, she doesn't judge you for not knowing what you don't know, and I have never felt ashamed because of my lack of money knowledge. I really feel like I have someone on my side and rooting for my money goals and growth, and that makes me so happy. I love Hannah! Would love to have her as my bookkeeper forever, honestly.
Hannah is the BEST bookkeeper.
Tasia
[ REDESIGNING JUSTICE ]
Kim
Anne
Tasia
Meagan
Rivka
Amy
Her education, experience, and personality really came together to make me trust her with my books (and I am not quick to trust/outsource). She cleaned up my books, got me in a better system, helped me work through some mental blocks around money, and prep for tax season so easily. 100000/10 will be with her forever.
Hannah and her team are the BEST!
meagan
[ meagan faye media ]
Kim
Anne
Tasia
Meagan
Rivka
Amy
With her knowledge and sunshiny spirit, she is happy to educate you and listen to you when you are confused/unsure. Young Wealth Co has been a game changer for me as an entrepreneur!
Hannah’s care and attention to detail brings such comfort to a stress point in my business!
anne
[ holyistic studios ]
Kim
Anne