Solopreneurs
It's just you — and the books shouldn't eat your nights and weekends.
EMM Essentials Your books and taxes handled
Your books and taxes handled
and advisor to lean on.
For solopreneurs and small teams who want their bookkeeping done right and their taxes planned for, without the cost of a full finance team.
You’ll meet directly with one of our partners
QuickBooks
Platinum ProAdvisor
From $500
flat monthly pricing
A real person
no bots, no offshore handoff
What we see
You didn't start your business to do bookkeeping
DIY books eat your nights and weekends, you're never quite sure they're right, and tax season shows up as a surprise bill instead of a plan.
We take it off your plate — done properly, by people you can actually talk to.
What's included
What EMM Essentials Includes
Monthly bookkeeping
Accurate, current, and done for you.
Year-round tax planning
Planning and filing, so April is calm instead of chaotic.
A clean QuickBooks setup
Organized and reliable, not a mess to untangle later.
A true advisor
No chatbots, no overseas handoff. And a deeper relationship than filling taxes once a year.
Who it's for
Made for earlier-stage businesses
You need the financial basics handled well — typically before you're ready for full CFO-level guidance.
Freelancers
Irregular income and quarterly taxes, handled so you can focus on the work.
Small teams
A few people on payroll and growing — but not ready for a full finance team.
Pricing
From $500 / mo + tax
Simple, flat monthly pricing based on your volume and needs. No hourly surprises.
When you're ready for more
See Fractional CFO & Advisory As the decisions get bigger, you'll want more than clean books.
You'll want someone helping you use them. That's our Fractional CFO engagement — and Essentials clients move up into it all the time.
Our Process
1
A free call
Tell us about your business.
2
A simple proposal
Clear scope, flat monthly price.
3
Onboarding
We get your books current and set up cleanly.
4
Monthly
Your books are handled and your taxes are planned — all year.
Let's talk
Get your books off your plate.
A free call — no pitch, no obligation. Tell us where things stand and we'll show you how we'd help.