Packages,
Start Here.
Your First 30, 60, & 90 Days with HSB
By the end of the month, you’ll have:
Clean books.
Meeting with our tax experts.
Taxes & sales taxes filed (if applicable).
30 Days In
Set Your Baseline.
By the end of the month, you’ll have:
Payroll setup.
1099 tracking setup.
Meeting with Haley to discuss the company and your vision for the year (this lays the foundation for KPIs, forecasting, etc).
KPI dashboard is setup and live.
60 Days In
Get Ready for Growth.
By the end of the month, you’ll have:
Onboarding review check-in call - we’ll wrap up any loose ends and then review your numbers so far.
Preliminary revenue & cash flow forecasts are set up and live (Scaling and Success Plan members only).
90 Days In
Plan for Success.
Invest in your peace of mind.
The Solopreneur Plan.
✓ 100% Money Back Guarantee for 1st month**.
Services
✓ Annual Income Tax Filing for individual and business.
✓ Monthly QBO Bookkeeping.
✓ Profit & loss, balance sheet reporting.
✓ Month end close by 15th.
✓ Sales tax filings & support.
✓ Payroll (for 1 employee).
✓ 1099 filings (up to 5x).
Reporting & insights
✓ Financial Health Review (annually).
✓ Custom KPI Dashboard (annually).
Support
✓ Standard Support: response within 3-5 business days.
Technology
✓ QBO Subscription.
✓ Payroll setup and management.
✓ Paperless document management.
The Scaling Plan.
✓ 100% Money Back Guarantee for 1st month**
Services
✓ Annual Income Tax Filing for individual and business.
✓ Monthly QBO Bookkeeping.
✓ Profit & loss, balance sheet reporting.
✓ Month end close by 10th.
✓ Sales tax filings & support.
✓ Payroll - unlimited.
✓ 1099 filings - unlimited.
Reporting & insights
✓ Financial Health Review (quarterly).
✓ Custom KPI Dashboard (quarterly).
✓ Revenue & Cash Flow Forecasting (quarterly).
Support
✓ Priority Support: response within 2 business days.
Technology
✓ QBO Subscription.
✓ Payroll setup and management.
✓ Paperless document management.
✓ Tech stack maintenance (quarterly).
The Success Plan.
✓ 100% Money Back Guarantee for 1st month**
Services
✓ Annual Income Tax Filing for individual and business.
✓ Monthly QBO Bookkeeping.
✓ Profit & loss, balance sheet reporting.
✓ Month end close by 7th.
✓ Sales tax filings & support.
✓ Payroll - unlimited.
✓ 1099 filings - unlimited.
Reporting & insights
✓ Financial Health Review (monthly).
✓ Custom KPI Dashboard (monthly).
✓ Revenue & Cash Flow Forecasting (monthly).
✓ Scenario planning (pricing, marketing, hiring).
Support
✓ Priority Support: same-day response.
Technology
✓ QBO Subscription.
✓ Payroll setup and management.
✓ Paperless document management.
✓ Tech stack maintenance (monthly).
The shorter way to do many things is to only do one thing at a time.
- Mozart
Our certifications and partnerships
Key results entrepreneurs achieve with HSB
10+ Hours Back/Week
Most of our clients come to us because they were doing the books themselves. We help entrepreneurs offload administrative work and focus their energy on what really matters.
$10,000+/yr in Savings
Whether it is deductions, rescued revenue, or more efficient processes, the results of our work is clear - savings and your finances managed better.
Quick and Easy Cleanups
We offer quick cleanups for those who sign on monthly services.
If you need that breath of fresh air, you’re in the right place.
“She’s extremely knowledgeable, quick to take action, and consistently delivers high-quality work on time.”
— Sarah D.
