Dependable financial work, shaped around your business
Sometimes simple, accurate, dependable bookkeeping is all the clarity needed.
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I know firsthand that not every business needs more analysis, more systems, or more financial support. Sometimes the most useful thing is straightforward work, done dependably and well.
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I work directly with each bookkeeping client to keep the financial records current and organized, provide useful reporting, and shape the level of financial coordination around the business and the support you want.
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If straightforward bookkeeping is all you need, that is what I provide.Â
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Christy,
Founder, Clarity with Harmony
MBA · Founder & Operator · Former CEO & COO
Bookkeeping Essentials
Starting at $475 per month
A dependable monthly bookkeeping foundation for businesses that need accurate, current, and organized financial records.
Includes
- Monthly transaction review and categorization
- Bank and credit card reconciliations
- Up to four connected financial accounts
- Standard monthly financial reports, including Profit & Loss and Balance Sheet
- Quarterly financial review call
- Year end financial records organized for your tax preparer
- Direct email access for routine bookkeeping questions
Bookkeeping + Financial Coordination
Starting at $875 per month
More active financial support for businesses that need greater visibility into recurring financial activity and help coordinating the financial work, providers, and processes around it.
Includes everything in Bookkeeping Essentials, plus
- Monthly financial review call
- Customized financial reporting
- Accounts receivable and payable monitoring
- Payroll provider coordination
- CPA and tax preparer coordination
- Documentation of recurring financial processes
- Ongoing support for financial questions and workflow improvements
Additional responsibility for recurring financial operations can be added when the business needs greater hands-on support.
Focused and expanded financial support
Clarity with Harmony can support a specific financial project, add temporary or supplemental capacity, or take on more responsibility for recurring financial work—for a business, household, or both.
Bookkeeping setup and improvement
Expanded financial operations
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QuickBooks Online setup
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Catch-up bookkeeping
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Bookkeeping cleanup
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Chart of Accounts review or restructuring
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Financial process review and improvement
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Invoice preparation and distribution
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Receivables follow-up
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Vendor bill entry and coordination
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Payment preparation
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Expanded payroll support
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Month-end close management
Financial insight and decision support
Household and personal financial support
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Cash flow visibility and planning
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Budget development and budget-to-actual reporting
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Financial trend and risk review
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Reporting structured around business priorities
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Analysis for hiring, pricing, spending, or resource decisions
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Financial analysis and preparation for growth, change, or a new initiative
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Personal and household bookkeeping
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Household expenses, cash flow, and budgeting
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Household payroll and employer support
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Nanny, caregiver, and housekeeper payroll coordination
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Personal financial reporting and organization
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Household and business financial coordination
Setup, catch-up, cleanup, and expanded services are scoped separately.
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Final pricing reflects transaction volume, number of accounts, business systems, reporting requirements, financial responsibilities, and the level of ongoing support involved.
Looking for support around a broader business question?
Sometimes what you are building toward changes what the financial information needs to show you and how it needs to be organized around the questions, possibilities, and decisions taking shape.
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Clarity with Harmony for Founders builds or redesigns the financial foundation around where the business is today and what you are building toward, giving you a clearer place to begin as you explore what may be changing, what a direction could require, and what deserves a closer look before you decide.
Our Engagement Process
We approach every engagement with our signature methodology.
Curiosity
Start with a conversation
Tell me what is happening in the business, what prompted you to reach out, and what needs attention. You do not need to choose a package or know the exact scope before reaching out.
Clarity
Understand the current environment
I review your QuickBooks Online needs, number of accounts, financial workflows, reporting, and responsibilities so we can see what is already working, what needs attention, and what level of support makes sense.
Harmony
Put the right support in place
Together, we determine the work, the level of involvement, and pricing.
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From there, I take on the agreed financial work, reporting, processes, and coordination.
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Service details
Services are provided virtually.
Platform: QuickBooks Online
Additional scopes: Setup, cleanup, catch up, and expanded services are priced separately
Engagements: Monthly bookkeeping and focused one time engagements
Financial partners: Clarity with Harmony coordinates with your CPA, tax preparer, payroll provider, and other financial partners when included in the agreed scope