Our Services
Core Financial Operations
STARTING AT $500/MONTH
This is your foundational bookkeeping layer. It’s designed for business owners who want their financials handled accurately and consistently without needing ongoing strategic support.
What this includes:
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Monthly transaction categorization in QuickBooks
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Bank and credit card reconciliations
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Basic accounts receivable and accounts payable tracking
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Monthly financial statements (Profit & Loss and Balance Sheet)
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Clean, organized, tax-ready books
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Email support for bookkeeping-related questions
Who this is for:
Revenue-generating businesses that want reliable, professional bookkeeping and clean financials, but don’t yet need advisory or strategic involvement.
Strategic Financial Oversight
$1,250–$1,750 per month
This tier bridges the gap between clean books and financial leadership. It’s for business owners who want help understanding their numbers and making informed decisions, without committing to full CFO engagement.
What this includes:
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Everything in Core Financial Operations
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Monthly financial review and analysis
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Cash flow visibility and guidance
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Expense and profitability insights
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Strategic check-ins to discuss upcoming decisions
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Support around pricing, spending, and planning
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Email support for financial and operational questions
Who this is for:
Established service-based businesses that are growing and want clarity around cash flow, profitability, and financial direction, but don’t need hands-on CFO involvement every week.
Fractional CFO Partnership
Starting at $3,000 per month
This is a true financial partnership. You are not just receiving reports — you are gaining an experienced financial leader who helps guide decisions and strategy as your business scales.
What this includes:
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Everything in Strategic Financial Oversight
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Cash flow forecasting and runway planning
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Profitability analysis by service, client, or offer
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Decision support for hiring, investments, and scaling
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Budgeting and financial planning aligned with business goals
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Ongoing strategy calls and proactive financial guidance
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Collaboration with tax professionals, lenders, or other advisors
Who this is for:
Founders running serious businesses who want a financial partner involved before decisions are made, not after problems show up.