Because it’s time to seek financial advice from experts.
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Lead a comfortable life while we take care of your finances.
88+
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100M
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Baseline Balance
Do-It-Yourself Support
For solopreneurs and early-stage business owners who want
clean, compliant books without ongoing strategy sessions.
📌 12-month engagement highly recommended
Included in the Do-It-Yourself Support Plan
Xero setup +
subscription
Hubdoc integration for
digital receipt capture
Monthly transaction
categorization & reconciliation
Annual Profit & Loss +
Balance Sheet reports
1x Annual Virtual Business
Review
Intro to our proprietary cashflow method
Email support (within 5 business days)
Optional Add-ons
Payroll via Gusto
Sales Tax Filing & Compliance
KPI dashboard setup & support
Catch-up or Rescue Bookkeeping
1099 Preparation & Filing
Quarterly strategic review sessions
On-demand Advisory Session Packs
Ready for Baseline Balance?
We’ll start with a Deep Dive Analysis — your personalized roadmap that reveals where your business stands today and what it needs to scale. From there, we’ll equip you with the tools, structure, and support to confidently manage your books, with the right expert systems behind you.
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CONTACT
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