Additional Services
Add-ons and Standalone Services
Extend your financial care beyond the core recurring services.
Add-ons
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Add-ons
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Add-ons ✦ Add-ons ✦
Add-ons
One-time project
Ongoing, schedule-based
A solid foundation makes every month easier. We'll set up your QuickBooks Online file from the ground up: a chart of accounts tailored to your business, bank and credit card connections, and categories that match how you actually work. You'll begin with a clean, organized system that's ready for monthly bookkeeping and tax time.
Your employees count on you, and you can count on us. We handle payroll processing so your team is paid accurately and on schedule, and you can spend that time leading your business instead of chasing paperwork.
If you pay contractors or freelancers, the IRS expects their 1099s by January 31. Each year, we'll review your payments to see who needs a form, help collect any missing W-9s, then file your 1099-NEC and 1099-MISC forms with the IRS and send copies to your contractors. You'll start the new year with this task already done.
Sales tax deadlines come quickly, and the rules vary by state. We'll prepare and file your returns on time, so you can stay compliant and focused on serving your customers.
Every business grows in its own season. Our add-on services let you build on your bookkeeping foundation with the support you need right now, whether that's a trusted advisor, a clear budget, a look at the cash ahead, or one less deadline on your plate. Each add-on is flat-rate, with no surprises, and designed to give you more peace and more time for the people and work you love.
Ongoing, schedule-based
Annual, schedule-based
If you pay contractors or freelancers, the IRS expects their 1099s by January 31. Each year, we'll review your payments to see who needs a form, help collect any missing W-9s, then file your 1099-NEC and 1099-MISC forms with the IRS and send copies to your contractors. You'll start the new year with this task already done.
One-time project
Ongoing, schedule-based
Your employees count on you, and you can count on us. We handle payroll processing so your team is paid accurately and on schedule, and you can spend that time leading your business instead of chasing paperwork.
Annual, schedule-based
If you pay contractors or freelancers, the IRS expects their 1099s by January 31. Each year, we'll review your payments to see who needs a form, help collect any missing W-9s, then file your 1099-NEC and 1099-MISC forms with the IRS and send copies to your contractors. You'll start the new year with this task already done.
Ongoing, schedule-based
Sales tax deadlines come quickly, and the rules vary by state. We'll prepare and file your returns on time, so you can stay compliant and focused on serving your customers.
Standalone Services
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Standalone Services
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Standalone Services ✦ Standalone Services ✦
Standalone Services
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See the months ahead before you get there.
We’ll project your cash inflows and outflows so you can prepare for slow seasons, major purchases, and tax payments. Add monthly tracking at any time to keep your forecast up to date.
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A clear plan for the year ahead.
We'll build a realistic budget from your actual numbers and walk you through it so you can make purposeful decisions. Want ongoing support? Add monthly tracking anytime.
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Your business health at a glance.
We'll identify the handful of numbers that matter most for your business and build a simple scorecard you can review each month. No jargon, just a clear view of how you're doing and where to focus next.
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Pay yourself with confidence.
You built this business to provide for your family, and you deserve consistent pay. We'll look at your profit, cash flow, and tax needs to set a sustainable owner's pay amount and schedule, so you can stop guessing what's safe to take home.
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Know if you're ready to grow your team.
Bringing on help is a big step. We'll look at the true cost of a new hire or contractor, including payroll taxes and related expenses, and whether your revenue and cash flow can support it. You'll walk away knowing if now is the time, and what it would take if it isn't yet.
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Make sure your prices are serving you.
Many small business owners undercharge without realizing it. We'll review your costs, time, and margins on each service or product to show what you're truly earning and help you set prices that honor the value you deliver.
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No more tax-season surprises.
We'll estimate how much to set aside from each payment or month, recommend a simple system to hold it, and help you plan ahead for estimated payments. We'll coordinate with your tax preparer so everyone is working from the same numbers.
Sometimes you need focused help with one big question. Our standalone projects give you a clear answer and a practical plan, built from your real numbers. Each is a flat-rate project with no surprises, and each is included as a quarterly option with Flourish.
Got Questions? We’ve Got Answers
Here are some of our most frequently asked questions. Do you still have a question? Reach out and ask!
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All recurring services have set monthly prices for the year. Project-based services will be charged per project. Pricing is determined at the beginning of the engagement.
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Recurring services are automatically billed via ACH on the 20th of every month. Project-based services require a retainer at the start of the engagement and are billed on a milestone basis or upon completion.
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For weekly bookkeeping, at the beginning of your engagement, a schedule will be set up so you know when to provide and receive communication. Monthly bookkeeping will be worked on in the weeks following the end of the month.
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No, we do not! We do, however, have great partnerships with firms that do prepare tax returns and can provide a referral.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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Yes! We love payroll and happily provide this as an add-on to recurring services or as a separate service if that’s all you need.
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We use QuickBooks Online and Xero.
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We service clients remotely across the United States!
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You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day!
Ready to work together?