HOW WE CAN SUPPORT YOU
The essentials, packed and ready.
Every parent knows the diaper bag basics: you never leave the house without them.
The same goes for your business.
Whatever your size or industry, every Solheim client starts with the same three essentials.
First, a chart of accounts built to mirror how your business really runs, so your reports make sense to you and not just to your CPA.
Second, a banking system based on Mike Michalowicz’s Profit First method, where your income is divided on purpose: money moves into savings for your tax payments, your business builds a cushion, and you get paid consistently. (We set aside the money, but we don’t prepare or file taxes, so you’ll keep your CPA or tax preparer for that.)
Third, clear monthly reports, plus a walkthrough of what changed from last month and why. No finance degree required.
Launch Special: Ends December 31
We’re new, and we’re celebrating. For a limited time, get our Review, Reconcile, and Recommend service for just $99/month. We’ll review your books, reconcile your accounts, and tell you exactly what we recommend, so you can get back to running your business (and your family).
Launch pricing ends December 31. Claim your spot today.
The Newborn
$99/month
Up to $100,000 in Annual Revenue
Includes:
Monthly reconciliations
Monthly reports
Monthly recommendations
Just what you need with a newborn - a little RRR.
Monthly Debriefs (Reports & Email Summary Only)
QBO Subscription priced separately.
The Toddler
$249/month
Up to $100,000 in Annual Revenue
Includes:
Monthly recordkeeping
Money Transfers for Profit First
Unlimited Transactions
Unlimited Text & Email Communication
Monthly Debriefs (Reports & Email Summary Only)
Annual Financial Presentation
Annual 1099s Filings + Tax Support
QBO Subscription priced separately.
The Kid
$499/month
Up to $200,000 in Annual Revenue
Includes:
Everything in The Newborn, plus light AP and payroll:
Payroll for up to 10 employees, run through QBO or Gusto
Bill pay for up to 10 bills per month, run through QBO or Bill.com
Monthly Debriefs with reports and a video walkthrough
Gusto and Bill.com Subscriptions priced separately.
The Teenager
Starting at $999/month
$200,000 + in Annual Revenue
Includes:
Everything in The Newborn and The Kid, plus:
Weekly recordkeeping to keep your books current
Payroll with Gusto for 10+ employees, run biweekly
Bill pay for 10+ bills per month
Monthly cash flow forecasting so you can plan ahead
45-minute monthly meeting with your Account Manager
Annual recap and budget planning meeting
US sales tax nexus monitoring (filing not included)