Client Testimonials

  • "I am immensely grateful for Lotte's knowledge and guidance. She is reliable, kind, resourceful, and open to answering any and all of my questions.

    — Amanda H.

  • “Lotte makes me feel like I've got someone in my corner as well as someone I can rely on to answer any questions I Have in a timely manner."

    — Liz A.

  • "With Lotte's insights, carefully thought out budget & sales goals, she transformed my business and we are seeing real, sustainable growth for the first time in 3 years."

    — Fleur L.

  • "It's such a relief knowing my books are always done right and on time."

    — Sierra N.

  • "I never thought I'd enjoy reviewing and talking about my business finances but Lotte makes it fun and exciting."

    — Morgan S.

  • "Lotte manages all the financials for our management firm, and our cash flow has never been better. Such a game-changer having her on board."

    — Ann S.

  • "I honestly can't recommend her services enough. Lotte is responsive, attentive to detail, and oh-so-efficient. She makes dealing with bookkeeping easy and fun."

    — Lis B.

  • "Lotte's expertise in cash flow management and forecasting has not only stabilized our finances but also positioned us for unprecedented growth."

    — Chiara S.

  • "I'm so incredibly grateful for Lotte's knowledge, understanding, communication and efficiency. Knowing what I know now about my finances, I was able to restructure my business and it's more profitable than ever."

    — Emma D.

Find the Right Level of Support for Your Business

From quarterly or monthly tracking to clean-ups, we’ve got you covered

Quarterly Bookkeeping

Starting at $300/month
Best for businesses under $250k/year

  • Monthly Transaction Categorization

  • Monthly Reconciliations

  • Quarterly Reports

  • Unlimited Email Support

  • One 30-minute call each quarter

Monthly Bookkeeping

Starting at $595/month
Best for businesses between $250k-2M/year

  • Weekly Transaction Categorization

  • Monthly Reconciliations

  • Monthly Reports

  • Unlimited Email Support

  • One 30-minute call each month

Operation + Fractional CFO Add-Ons

Available add-ons for quarterly + monthly bookkeeping clients.

Includes receipt management, payroll, contractor pay, budgeting, forecasting, cash flow management, and more.

Behind on Bookkeeping? We’ll Catch You Up.

Whether it’s a few months or a few years, we’ll get you CPA-ready fast—with clean, organized books and zero judgment.