Sovereign Bookkeeping & Financial Strategy
Privacy-First financial management for independent entrepreneurs. We transform your financial chaos into clean, accurate, and sovereign records that you own 100%. Explore our additional services or learn more about us.
Sovereign Setup
Complete financial infrastructure setup customized for your business, prioritizing data ownership and seamless software integration.
Tax-Ready Independence
Monthly expense categorization for maximum deductions plus 1099 tracking. We ensure your financial summary is prepared for your accountant with zero data loss.
Financial Peace of Mind
Monthly financial summaries in plain English with 'Red flag' alerts for unusual transactions and a clear cash flow overview. Direct access for questions with a 24-hour guarantee.
Sovereign Growth Tracking
Revenue tracking and expense trend monitoring with a 'How profitable was I this month?' summary. Stay informed with reports you own and understand.
Pricing
- Monthly transaction categorization (up to 75 transactions)
- Privacy-focused Chart of Accounts setup
- Bank and credit card reconciliations
- Monthly Sovereign Financial Reports
- Secure document storage configuration
- Monthly financial summary email
- Everything in Foundation Package, Plus:
- Increased transaction limit (up to 150 transactions)
- Accounts payable & receivable management
- Financial software integration support
- Monthly 20-minute financial review call
- Quarterly trend analysis & privacy audit
- Cash flow projections (quarterly)
- Everything in Growth Package, Plus:
- Unlimited transaction processing
- Advanced custom reporting suite
- Sovereign financial strategy check-ins
- Annual budget & privacy-first workflow design
- Monthly budget vs. actual analysis
- Profitability analysis by department
- Cryptocurrency & digital asset tracking