Clarity, Confidence, and Time
Built into Every Package
Support that Scales with You
Compliance
Stay Organized and Tax-Ready
Starting at $500/month
What’s included:
Monthly bookkeeping
Bank and credit card reconciliations
Chart of Accounts setup and maintenance
Payroll journal entries (single system)
Monthly Balance Sheet and Income Statement reports
Month-end close and reports by the 15th of each month
Year-end financial package for your CPA
Quarterly 30-minute financial review call
Email support
Control
Clarity to Run Your Business Smarter
Starting at $1,250/month
Everything in Compliance, plus:
Cash Flow report
Simple forecasts
Payroll journal entries (multiple systems)
KPI tracking (margin, payroll as % of sales, etc.)
Month-end close and reports by the 10th of each month
Monthly 30-minute financial review call
Priority email support
Growth
Finance Partner for the Next Stage
Starting at $2,000/month
Everything in Control, plus:
Budgeting and complex forecasting
Custom dashboards as needed
Month-end close and reports by 5th of each month
Monthly 60-minute financial strategy call
Project-Based Services
-
If your books have fallen behind, I’ll get them up to date. This gives you a clean foundation and allows you to move forward with confidence. Whether it’s a few months or a few years, I’ll bring everything current.
-
Together we’ll map out a practical budget aligned with your goals, so you can track performance against plan, and make adjustments to stay on course.
-
Gain visibility to your cash flow or revenue outlook with a custom forecast. This helps you anticipate needs, prepare for growth, and avoid surprises.
-
Tailored reports in Excel that can be one time use or run regularly. Power BI reports can also be developed for additional cost.