FAQs

  • The initial strategy consult happens after your books are cleaned and ready—usually within the first month. From there, you’ll receive ongoing monthly bookkeeping for the next 12 months, with clear reporting delivered each quarter.

  • No problem. Craig will get everything cleaned up and transitioned into QuickBooks Online as part of the package. You don’t need to be “ready”—you just need to be open to getting things in order.

  • You’ll get a custom strategic review focused on how you’re showing up, what’s working (or not), and how your financial decisions are impacting your marketing results. We’ll help you spot waste, redirect resources, and move forward with a clear, aligned plan.

  • Yes! You’ll have the option to renew the full package annually or continue monthly bookkeeping with Craig starting at $500/month. You can also book quarterly check-ins with Jenna if you want continued strategic support.

  • It might be! We’ve worked with clients who just needed alignment between departments—or who were ready to reevaluate what was and wasn’t working. This package is best for creative business owners who want strategy and structure working together in one place.

  • The $7,500 price covers most creative businesses with a standard monthly transaction volume. If your business has a higher level of complexity—like managing multiple revenue streams, high-volume receipts, or international transactions—your total may be higher.

    We’ll assess this together before we begin, based on the number of accounts, platforms, and receipts Craig will need to process each month. You’ll always receive a clear estimate up front—no surprises.

    This package is designed to reflect the real workload behind the scenes, so your books stay clean and your financial systems stay sustainable.

  • Yes—and we’re happy to say that upfront.

    This isn’t the right fit for business owners who:

    • Want a hands-off fix without participating in the process

    • Aren’t ready to look honestly at their financials or strategy

    • Need someone to manage ads, content, or social media (we don’t do execution)

    • Prefer speed over clarity, or hustle over sustainability

    • Aren’t aligned with values of kindness, honesty, and collaborative problem-solving

    We keep our client list intentionally small so we can serve deeply—not widely.
    If you value thoughtful guidance, honest insight, and real alignment, you’ll feel right at home here.