Services

Five ways we help
your business grow.

From clean books to strategic financial oversight — every service is built around the same principle: you deserve to understand your finances, not just receive a report.

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01

Bookkeeping Services

Monthly close, reconciliation, and plain-English financial reporting — delivered on time, every month, without you having to ask. Clean books your CPA can actually use.

  • ✓Monthly transaction categorization & reconciliation
  • ✓P&L, balance sheet, and cash flow statements
  • ✓Plain-English written narrative of your month
  • ✓Year-end ready books for your CPA
Essentials $600/mo · Clarity $1,500/mo · Command $3,000/mo
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02

Accounting Software Services

The right platform, set up the right way. We implement, configure, and migrate QuickBooks Online, Xero, and NetSuite — then train you so you actually know how to use it.

  • ✓Software selection consultation — $350
  • ✓New setup (QBO / Xero / Wave) — $750–$1,500
  • ✓Chart of accounts buildout — $500
  • ✓Training (1-on-1) — $150/hr · Monthly support — $250/mo
Project-based · Setup from $750
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03

CFO Advisory Services

Strategic financial oversight without the full-time CFO price tag. Cash flow planning, financial modeling, and the forward-looking analysis that helps you make confident decisions.

  • ✓Cash flow analysis & forecasting
  • ✓Budget vs. actuals review
  • ✓Scenario modeling & financial strategy
  • ✓Lender and investor preparation
From $750/mo — scales with your revenue
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04

Personal Financial Coaching

Practical financial education and accountability for individuals and families. Build a budget that works, tackle debt with a clear plan, and make your next major financial decision with confidence.

  • ✓Financial Snapshot Session — $350 (one-time)
  • ✓Budget Design Session — $300 (one-time)
  • ✓Coaching Retainer — Foundation: $300/mo
  • ✓Coaching Retainer — Growth: $500/mo
One-time sessions from $300 · Retainers from $300/mo Educational in nature — not investment, tax, or legal advice.
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05

Business Strategy & Startup Services

Financial foundations for founders and growing businesses. Launch blueprints, financial models, break-even analysis, and SBA prep — built to get you funded and operating with clarity from day one.

  • ✓Business Launch Blueprint — $1,500 (one-time)
  • ✓Startup Financial Model — $1,000–$2,500
  • ✓Strategy Retainer Launch Phase — $750/mo
  • ✓Strategy Retainer Growth Phase — $1,500/mo
One-time engagements from $350 · Retainers from $750/mo
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Not sure where to start?

Book a free 30-minute call and we'll tell you exactly which service fits your situation.

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