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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Clarity & Control
Done-With-You Partnership
For growth-stage coaches and consultants who want expert bookkeeping support
plus monthly strategy check-ins—all without handling the back-end work themselves.
📌 12-month engagement highly recommended.
Everything in Baseline Balance, plus:
Monthly financial statements
(P&L, Balance Sheet, Cash Flow)
Accrual-based adjustments (accruals, prepayments)
Quarterly Management
Reports
Profit strategy blueprint using
our proprietary method
CPA/Tax Liaison
Support
Audit
support
Priority Email Support (48–72 Hour Response)
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
Interested in Clarity & Control?
Every partnership begins with a Deep Dive Analysis, uncovering the story behind your numbers. From there, we’ll streamline your systems, strengthen your cash flow, and ensure your finances fuel growth instead of stress.
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CONTACT
United States - Available Nationwide
