Start with the work your business actually needs

Most clients begin with financial operations or a specific business-system constraint. We scope the smallest useful starting point before adding anything else.

Monthly bookkeeping, scoped systems work, or a defined digital build. You see the deliverables and price before work begins.

How Pricing Works

No surprise invoices. No bloated retainers. Here's how we keep it simple.

1

We Talk

A free 30-minute call to understand your business, challenges, and goals. No pressure, no pitch.

2

We Scope

Based on what you actually need, we put together a clear proposal with transparent pricing: monthly or project-based.

3

We Deliver

You get a dedicated point of contact, regular updates, and measurable results. Cancel or adjust anytime.

Advisory Services

Consulting

Every business is different. Consulting is scoped after a free call. We figure out what you need, then build an engagement that fits.

Bookkeeping

Bookkeeping Packages

Essential

For solopreneurs and early-stage businesses who need clean, simple, and reliable bookkeeping

From $497 /mo
  • Monthly bookkeeping (up to 2 accounts)
  • Up to 100 transactions/month
  • Monthly reconciliation & financial report
  • Year-end 1099 prep (up to 3 contractors)
  • 1 custom KPI dashboard setup
  • Client communication via secure portal
Get Started
Most Popular

Growth

For growing businesses with more volume and complexity, ready to level up operations

From $997 /mo
  • Everything in Essential, plus:
  • Up to 5 bank/credit accounts
  • Up to 300 transactions/month
  • Bi-weekly reconciliation
  • Monthly dashboard/reporting reviews
  • Quarterly business review calls
  • Ongoing automation support and AI-assisted workflow guidance
  • Direct messaging & document sharing through portal
Get Started

Partner

For established businesses with complex financials, multiple entities, or high transaction volume that need hands-on operational support.

Custom Quote
  • Everything in Growth, plus:
  • Unlimited accounts and transaction volume
  • Weekly reconciliation
  • Monthly strategic consulting calls
  • Advanced automation and systems integration
  • Multi-entity or multi-location support
  • Priority response and direct access
  • Custom reporting and KPI tracking
  • Website and automation support/maintenance
  • Custom SOPs and onboarding workflows
Contact for a Quote

Not sure which tier fits? Learn more about our bookkeeping services or reach out for guidance.

Ways We Help

Three clear service paths

Financial operations and business systems are the core work. Digital builds support them when software is the right answer.

Core service

Financial Operations

Current books and useful reporting for owners who need to make decisions with reliable numbers.

  • Monthly bookkeeping
  • Reconciliation and reporting
  • QuickBooks Online support
  • Tax-ready financial records

Flagship service

Business Systems

Hands-on operational support to remove owner bottlenecks and make work easier to repeat and delegate.

  • Operations consulting
  • Process design and SOPs
  • Workflow automation
  • Tool and data integration

Secondary capability

Digital Builds

Websites and iOS apps when software is the right way to support the operating system.

  • Conversion-focused websites
  • Customer and team portals
  • iPhone and iPad apps
  • App Store publishing

Not sure which path fits? We will use the fit call to identify the smallest useful starting point.

Book a 30-Minute Fit Call

Built for Small Businesses Like Yours

We work with business owners who are ready to stop doing everything themselves and start building real systems.

You're doing the books yourself

And you know it's not sustainable. You need clean financials without becoming an accountant.

See how we help

You're growing but it feels chaotic

More revenue, more clients, more fires. You need operational structure before things break.

See how we help

Your team wastes time on manual work

Copy-pasting data, sending the same emails, tracking things in spreadsheets. There's a better way.

See how we help

Start with the constraint in front of you

Every engagement starts with a free 30-minute fit call. You will know the recommended starting point, deliverables, and price before work begins.

See specific client outcomes, review how an engagement works, or learn about the operator behind Pinstripe.