Heartfelt solutions for your business
Heartfelt solutions for your business
Includes:
- Unlimited email, chat, and Zoom access to your accountant
- Advanced tax strategy for business + personal
- Monthly bookkeeping
- Monthly financial reports
- Estimated tax planning + coaching
- Annual business + personal tax prep
- W-2 + 1099 year-end filings
- Ongoing education + support
Starting at $750 monthly
The Total Package
We’ll make sure your business and personal taxes are not only filed right, but optimized with every strategy you qualify for…even the TikTok ones. And just like our Total Package, you still get unlimited access to your accountant whenever you need us.
If you want strategy without the full-service bookkeeping, this is your sweet spot.
Includes:
- Unlimited email, chat, and Zoom access to your accountant
- Advanced tax strategy for business + personal
- Quarterly or annual bookkeeping review
- Estimated tax planning + coaching
- Annual business + personal tax prep
- Ongoing education + support
Starting at $400 a month
Tax Master
You’ve been dodging your books like an ex at the grocery store — for a year... or several 😬. But you’re over the stress, the guilt, the mess. You're ready. Let’s go.
We can clean up a year of books in one focused day. Got five years? That’s five days to freedom. No more shame spirals. Just progress.
Here’s what’s included:
- Bookkeeping Clean-Up: Fast, accurate, tax-ready. We’ll organize and reconcile a full year of transactions in QuickBooks Online.
- Tax-Ready Books: Clean, complete numbers so you can finally breathe — and file.
- 15% Off Tax Prep: Want us to handle your returns too? You’ll get 15% off our standard tax prep (totally optional).
- Tax Resolution Support: Owe back taxes? We’ll walk you through your options. (Heads up: guidance only, not legal representation.)
- Next Steps, Made Easy: Once you're caught up, we’ll quote you for ongoing support with The Total Package.
Starting at $2,900 per year
Hot Mess Express
This is for entrepreneurs who’ve mastered the basics and are ready to step into real financial leadership. You’ve got a business that’s growing — maybe fast — and now you need clear insight, strategic guidance, and a partner who can help you use your numbers to make smart, confident decisions.
As your Fractional CFO, I’ll help you take the guesswork out of things like cash flow planning, pricing, inventory, forecasting, and debt or asset management. We can meet monthly or weekly depending on what your business needs... and everything we do is fully customized to your goals.
Package ranges between $2,000 and $5,000
Your CFO
Includes:
- Annual business + personal tax prep
- One annual tax planning session
- Compliance-only support — no unlimited calls or chats
Starting at $100 a month
The Basics
Power Hour
This isn’t your average consult. It’s an ask-me-anything session built for entrepreneurs who need real answers, fast. Taxes? Bookkeeping? Strategy? You set the agenda — I’ll bring clarity, calm vibes, and expert support.
client love notes
I’ve been working with Charrise Batemen for a few years now, and let me tell you, she’s been a game-changer for my business and personal finances! When she first took me on, she dove right in and fixed three years’ worth of messed-up tax returns—both business and personal—that other accountants had botched. Since then, she’s been my go-to for all my tax needs, and she’s absolutely killing it. Several of my family members have even switched to her because she’s that good and her prices are super fair.
I started with her standard accounting package, but upgrading to her CFO package was hands-down the best move I’ve ever made for my company. Charrise now handles monthly financial statements and breaks everything down so I actually understand what’s going on. We meet at least every quarter to go over my finances and plan out my business goals. She takes care of all the tedious, mind-numbing stuff I dread—seriously, she’s saved me so much time that I can focus on growing my business and bringing in revenue.
Now that she’s starting her own firm, Blue Heart Accounting, I’m thrilled to keep working with her. If you need an accountant who’s amazing at what she does and feels like a friend you can trust, Charrise is your person. Thank heavens I found her!
John Hart
client love notes
Shelby has given me the peace of mind I need to focus fully on running my construction business. She’s been with me from the beginning and really started me off right. Her advice is always patient and easy to follow — I never feel overwhelmed. She’s made this side of the business feel simple.
KIT Construction
client love notes
I’ve had the pleasure of working with both Charrise and Shelby for many years, and they make an exceptional accounting team.
Charrise is an outstanding accountant with deep tax knowledge and a strong commitment to helping businesses thrive. She’s honest, detail-oriented, and always willing to go the extra mile—if she doesn’t have an answer right away, she’ll work hard to find it.
Shelby brings a sharp understanding of QuickBooks Online (QBO), accounting, and taxes. She’s smart, approachable, and incredibly easy to work with. Like Charrise, Shelby is resourceful and thorough—never hesitating to research a question and follow through with accurate information.
Together, they are knowledgeable, dependable, and truly invested in the success of the people they work with. I highly recommend them both.
Megan Hewitt
I’ve been working with Charrise Batemen for a few years now, and let me tell you, she’s been a game-changer for my business and personal finances! When she first took me on, she dove right in and fixed three years’ worth of messed-up tax returns—both business and personal—that other accountants had botched. Since then, she’s been my go-to for all my tax needs, and she’s absolutely killing it. Several of my family members have even switched to her because she’s that good and her prices are super fair. If you need an accountant who’s amazing at what she does and feels like a friend you can trust, Charrise is your person. Thank heavens I found her!
John Hart
client love notes
Shelby has given me the peace of mind I need to focus fully on running my construction business. She’s been with me from the beginning and really started me off right. Her advice is always patient and easy to follow — I never feel overwhelmed. She’s made this side of the business feel simple.
KIT Construction
client love notes