Services
Bookkeeping & advisory services that help you build your financial Blueprint.
Monthly bookkeeping, management reporting, and focused accounting support for freelancers and small businesses in the Tulsa metro area with expertise in Construction Accounting.
What we do
Accounting support for where you are now—and where you’re going.
Choose a monthly package for ongoing bookkeeping and advisory, then add specialized services as needed.
Packages & pricing
Simple monthly packages designed for freelancers and small businesses. Not sure which is right? We’ll help you choose during a consultation.
Essentials
$500
/month
Transaction classification
Monthly financial reports
Clean, consistent bookkeeping process
Email support
Most Popular
Growth Partner
$1,000
/month
Everything in Essentials
Management reporting
Monthly review call
Action-focused insights
Priority support
Advisory Partner
$2,500
/month
Everything in Growth Partner
Forecasting & budget tracking
Growth goal setting & planning
Advisory-level access
Decision support between calls
Custom KPI tracking
Construction Billing (Add-on) — $500/mo
Built for contractors who need accurate, consistent billing support tied to real project activity.
Requires Growth Partner or Advisory Partner. Includes monthly bank draw or client pay application creation, plus monthly project AP/AR tracking to keep billing aligned with job progress.
Additional services
One-time projects & quarterly options
Need help outside a monthly package? These services can be scoped to fit your situation.
Individual / 1099 Contractor — $600/quarter
Transaction classification and monthly reports, billed quarterly—ideal for independent contractors who want clean records and clarity.
Bookkeeping Clean Up / Catch Up — $600/mo
Get caught up fast. Billed based on the number of months required to complete; includes transaction classification and monthly reports.
Clean Up / Catch Up Review — $500
A focused review of findings with management reporting and a review call—so you know what changed and what to do next.
Other services — varies
Business formation, annual renewals, accounting organization/reclassification, and business/accounting advisory (scoped to your needs).
Ready to get clarity?
Let’s build your financial Blueprint.
Tell us what you need and we’ll recommend the right package (and any add-ons) to fit your business.