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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Baseline Balance
Do-It-Yourself Support
For solopreneurs and early-stage business owners who want clean, compliant books
without ongoing strategy sessions.
Included in the Do-It-Yourself Support Plan
Xero setup +
subscription
Hubdoc integration for
digital receipt capture
Monthly transaction
categorization & reconciliation
Annual P&L and
Balance Sheet
1x Annual Virtual Business
Review
Intro to our proprietary cashflow method
Email support
(within 5 business days)
12-month engagement
highly recommended
Optional Add-ons
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
Ready for Baseline Balance?
We’ll start with a consult and Deep Dive Analysis, then give you the tools, structure, and support to confidently manage your own books
with expert guidance.
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CONTACT
United States - Available Nationwide
