Packages,
Start Here.
Your First 30, 60, & 90 Days with HSB
30 Days In
Set Your Baseline.
Within the first 30 days, you’ll have:
Clean books.
Taxes filed (if applicable).
Payroll setup.
1099 tracking setup.
60 Days In
Get Ready for Growth.
Within the first 60 days, you’ll have:
Touchbase 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.
90 Days In
Plan for Success.
Within the first 90 days, 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 (Success Plan members only).
Invest in your peace of mind.
The Solopreneur Plan.
prices range from $399 - 749/mo*
✓ 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.
✓ Payroll.
✓ 1099 filings.
Support
✓ Same-day Support.
The Scaling Plan.
prices range from $899 - 1699/mo*
✓ 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.
✓ Payroll.
✓ 1099 filings.
Business Insights
✓ Financial Health Review via Loom (annual).
✓ KPI Dashboard (monthly).
Support
✓ Same-day Support.
The Success Plan.
prices range from $1999 - 2499/mo*
✓ 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.
✓ Payroll.
✓ 1099 filings.
Business Insights
✓ Financial Health Review via Loom (annual).
✓ KPI Dashboard (monthly).
✓ Revenue & Cash Flow Forecasting.
Support
✓ Same-day Support.
*Note: plus add’l annual fee for annual tax filing.
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.
