Why Business Owners Choose Us:
✅ Strategic, Not Just Transactional: We’re more than bookkeepers—we’re your financial partners, helping you build a path to growth and profitability.
✅ Clarity & Accountability: We translate complex financials into actionable insights and hold you accountable to your goals.
✅ No Tax Prep, Just Financial Leadership: We focus on what drives growth, not just compliance.
🌿 Concierge Bookkeeping
$600 – $1,200/month
Essential financial tracking for clarity and peace of mind.
For business owners who want clean, accurate books and clear monthly financials without the hassle of managing them. We ensure your numbers are organized, accurate, and ready for strategic decision-making.
Includes:
✅ Monthly Bookkeeping (Bank & Credit Card Reconciliations)
✅ Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✅ Custom Chart of Accounts (Tailored to Your Business)
✅ Unlimited Email Support for Financial Questions
✅ Optional: Add-On Bill Pay & Vendor Management
Ideal For:
Business owners with $150K+ in annual revenue who want reliable financial reporting to stay organized and stress-free.
$800 – $2,000/month
Accurate, timely financials for smarter decision-making.
This package is for businesses with in-house bookkeepers who need a Controller-level month-end close, ensuring that their financials are accurate, insightful, and ready for decision-making.
Includes:
✅ Bank & Credit Card Reconciliations
✅ Month-End Journal Entries (Accruals, Prepaids, etc.)
✅ Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)
✅ Financial Review & Recommendations
Perfect For:
Businesses with $150K+ in revenue that already handle day-to-day bookkeeping but want professional oversight and financial clarity.
📊 Month-End Close & Financial Reporting
$1,200 – $3,500/month
Strategic financial insights to guide growth and increase profitability.
Perfect for small businesses ready to improve cash flow, track KPIs, and make decisions with financial clarity. We’ll work closely with you to forecast your future, build a growth plan, and monitor progress.
Includes:
✅ Monthly Financial Dashboard (Key Metrics at a Glance)
✅ Cash Flow Forecasting & Budgeting (3-6 Month Projections)
✅ Growth Plan with KPI Tracking
✅ Monthly Accountability Meetings (Goal Tracking & Course Correction)
✅ Quarterly Strategy Review
Ideal For:
Entrepreneurs or small business owners with $250K – $1.5M in annual revenue who want to scale profitably and sustainably.
🚀 Growth CFO Package (Mini CFO)
💼 Fractional CFO Package
$3,500 – $7,500+/month
Full-scale financial leadership for businesses scaling fast.
This is the ultimate CFO partnership—strategic planning, financial accountability, and operational oversight—so you can focus on running your business while we drive financial performance.
Includes:
✅ Financial Forecasting (12+ Months, Revenue & Expense Projections)
✅ KPI Dashboards
✅ Cash Reserve Planning (3–6 Months of Operating Expenses)
✅ Profitability & Margin Optimization
✅ Bi-Monthly Accountability Check-Ins with Leadership
✅ Investor/Lender Reporting, as Needed
Ideal For:
Service-based businesses, agencies, and hospitality companies with $1M+ in annual revenue, looking for executive-level financial guidance without a full-time CFO.
Add- On Services
💳 Bill Pay & Vendor Management – $300+/month
📊 Custom Financial Dashboards – $500+/month
🗓️ Extra Strategy Session – $350/session
📈 On-Demand Project Support (Pricing, Costing, Planning) – Custom Quote
🧹 Bookkeeping Cleanup (Catch-Up & Corrections) – Custom Quote
🔄 Accounting Software Migration (QuickBooks, Xero, etc.) – Custom Quote
📝 Standard Operating Procedures (SOP) Creation – Custom Quote