Foundation Package
Solo doulas or small practices seeking financial clarity and a strong foundation to manage their finances effectively.
Features
- Comprehensive Accounting Services
- Simple, accurate bookkeeping tailored to your business size, offered monthly or quarterly.
- Tax Preparation
- Single-state business tax preparation, including personal taxes if applicable.
- Financial Snapshot
- Receive a high-level overview of your income, expenses, and profitability to help you understand your financial health.
- Business Structure Guidance
- Get expert advice on whether your current setup (LLC, sole proprietorship, etc.) is optimized for tax purposes.
Price: Starting at $450 per month | $1,690 per quarter (includes cleanup).
Growth Package
Doulas ready to scale their practice, manage collectives effectively, and optimize their finances for sustainable growth.
Features
- Foundation Package Benefits:
- Includes all features from the Foundation Package, including bookkeeping, tax preparation, financial snapshots, and business structure guidance.
- Growth Metrics Tracking:
- Choose three key metrics to monitor:
- Cost Per Client Acquisition
- Client Retention Rate
- Revenue Per Client Session
- Quarterly Growth Planning:
- Data-driven strategies to increase bookings, improve client retention, and enhance profitability, delivered quarterly.
- Tax Planning for Growth:
- Receive quarterly tax estimates and expert guidance on maximizing deductions to align with your growth goals.
- Basic Payroll Support:
- Setup and compliance support for managing payroll within your collective or growing team.
Price: Starting at $750 per month
