Baseline Balance
Do-It-Yourself Support
For solopreneurs and early-stage business owners who want
clean, compliant books (and clarity) 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
One 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?
Every partnership begins with a Deep Dive Analysis™, a personalized clarity review that reveals where your business stands today and what it needs to scale with confidence.
From there, we equip you with the tools, structure, and systems to manage your books accurately, supported by Songbird’s expert oversight.
Starting at $500 per month
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Financial Clarity & Elevation for High-Earning Coaches, Consultants, and Founders.
Serving clients remotely across the United States
