signature monthly bookkeeping

Clean numbers. Clear insight. Confident decisions.

“Hiring YNG is a game changer, my revenue practically doubled!”

Lindsey Alexander,
Photographer

You don’t need to become a finance expert — you just need numbers you understand and reports you can actually use.

Our monthly bookkeeping services give you accurate data (including our signature reports, branded for your biz), delivered on time, so you can stop guessing and start making smart, strategic moves with confidence!

Built for the Entrepreneur Who...

  • Wants full visibility into what’s coming in, what’s going out, and exactly where they stand

  • Is tired of guessing through their financial decisions and needs the data to confidently make them

  • Craves clean, current financial reports they can actually use

  • Isn’t ready for a fractional CFO—but knows DIY spreadsheets won’t cut it

  • Is earning $100K+ per year and needs financial systems that grow with their business

  • Values having a trusted financial partner in their corner

P.S. is your biz scaling
fast? check out
Strategic Financial Management

Runnin’ numbers for... service providers ‧ creative studios ‧ educators & experts ‧ wellness pros

Signature Monthly Bookkeeping

You’re not just here for tidy books — you’re here to run a business that’s profitable, sustainable, and rooted in intention. Our Signature Monthly Bookkeeping gives you full visibility into your finances — what’s coming in, what’s going out, and where you stand — so you can make confident decisions without the guesswork, panic, or overwhelm.

We don’t do cookie-cutter spreadsheets or vague reports. We deliver real data, smart support, and clarity — so you can lead like a CEO and make growth moves on your terms.

Investment Starts at: $550 / Monthly

What’s Included:

Monthly Income & Expense Categorization

Monthly Bank Reconciliation

Branded Financial Reports
with a custom reporting dashboard

Collaborative Coordination
with your CPA or tax preparer

Annual 1099 Filings

1:1 Email & Slack Support

Bi-Annual Check-In Calls

  • Our Signature Monthly Bookkeeping for S-Corps is designed to simplify your systems, keep you compliant, and free up your time to lead. From payroll to monthly reporting, we take care of the details so you can focus on growing a business that’s profitable, sustainable, and built to last.

    Investment Starts at:$650 / Monthly

    You’ll get everything included in our Signature Monthly Bookkeeping, plus:

    • Payroll setup for S-Corp shareholders (payroll setup fees billed separately)

    • Payroll processing for S-Corp shareholders

    • S-corp reporting standards & entries

    Get Started

money talks, and we have the receipts

“I can actually think more holistically and strategically about my money, about the way I spend it, and about what I do with it. I don’t even know how much money she saved me—but it was a lot.”

Explore the Case Study

01. Fill Out Our Inquiry Form

You already know us—now let’s get to know you and your business!

02. Schedule Your Discovery Call

We’ll walk through your needs, answer questions, and make sure we’re the right fit.

03. Make It Official

Sign your proposal and join us for a 60-minute onboarding call to kick things off.

04. We’ll Clean Things Up!

Over the next 3–5 weeks, our team will get your year-to-date bookkeeping caught up and squeaky clean.

05. Review Your Reports

Once your books are in order, we’ll deliver your first set of reports and walk you through them in a 30-minute review call—so you feel confident reading and using your numbers from day one.

Questions for us?

  • If you ask our founder? As soon as you start making sales! But other signs you're ready:

    • Your CPA is asking more questions than you have answers for

    • You rarely log into QuickBooks, and when you do—it’s overwhelming

    • You can’t confidently answer: What were your sales last month? What was your profit? What’s your highest expense?

    • You’re sick of fighting with spreadsheets and ready for something smarter

  • Monthly bookkeeping starts at $550/month. Depending on your books, there may be a one-time clean-up or catch-up fee before ongoing support begins.

  • We specialize in Xero and QuickBooks Online. Whether you’re working from an existing setup or starting fresh, we’ve got you covered.

  • You’ll receive financial reports and a visual dashboard recap by the 15th of each month.

  • No worries—we offer flexible support options. Monthly bookkeeping is perfect for entrepreneurs who aren’t ready for CFO-level strategy but still need clean, reliable financials.

  • We serve service-based entrepreneurs and small business owners across industries—think creative agencies, S-Corp owners, artists, and health + wellness pros like functional medicine practitioners and nutritionists.

  • Yes! You’ll get 1:1 access via email and Slack, plus bi-annual check-in calls.

  • Bookkeeping gives you clean, accurate records of what’s come in, what’s gone out, and where you stand.

    Strategic financial management services go deeper—helping you plan ahead with forecasting, budgeting, KPI tracking, and high-level strategy to reach your goals.

    As our founder says: Bookkeeping looks back. Strategic financial management looks ahead.

  • Yes! We break everything down in a clear, jargon-free way. No confusing spreadsheets—just insights you can actually use.

  • We sure do. We’ll handle communication with your tax professional so everything’s organized and seamless by the time tax season rolls around.

OWN YOUR NEXT MOVE

A great tax return starts with clean books—but that’s just the beginning. Let’s get your numbers working for you so you can scale with confidence!