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WHAT WE OFFER

Every
service
you
need.
Nothing
you
don't.

From getting your books in order to building a full financial strategy — we offer exactly what your business needs, at exactly the stage you're in right now.

BK

Monthly & Catch-Up Bookkeeping

CFO

Fractional CFO & Strategy

PR

Payroll & Sales Tax

DIY

Templates & Self-Starter Tools

01

ONGOING SERVICE

Bookkeeping

Clean, organized, audit-ready books delivered every month — with a clear explanation of what they mean for your business. No more guessing. No more tax season panic.

Monthly Reconciliation

P&L Reports

Catch-Up Available

QuickBooks Online Setup

Year-End Prep

Starting at

$350/mo

02

ADVISORY SERVICE

CFO Services

Strategic financial guidance for growing businesses. Projections, dashboards, debt planning, and a financial quarterback who knows your numbers as well as you know your business.

Fractional CFO

Debt Planning

Projections

Strategy Calls

Dashboards

Starting at

$1,200/mo

03

COMPLIANCE SERVICE

Payroll & Sales Tax

Payroll processing so your team gets paid accurately and on time — every time. Plus sales tax filing and compliance handled for you so you never wonder what you owe again.

Starting at

$50/mo

Payroll Processing

Sales Tax Filing

Multi-State Available

Compliance Support

04

PAY AND GET PAID

Accounts Payable & Receivable

Get your vendors paid accurately and on time with you fully in control. Keep up with invoicing and manage payables by letting us handle your customers' payments. 

Bill Pay

Invoicing

Collections

Vendor Management

Recurring Payments

Starting at

$100/mo as add on service

05

SELF-STARTER RESOURCE

DIY Templates

Not ready to hand off your books yet? Start with our done-for-you templates — spreadsheets, trackers, and financial tools built for small business owners who want to do it right from the start.

Budget Tracker

Expense Log

Home Office Deduction

Cash Flow Template

Invoice Tracker

Digital downloads

NOT SURE WHERE TO START?

Let's figure it out
together — for free.

Book a free 30-minute consult and tell me where you are. I'll tell you exactly which service makes sense for your business right now — no pressure, no pitch.

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