Services built for busy, real-world business owners.
You don’t need more software or more dashboards. You need books you can trust, reports you can understand, and a partner who helps you see what needs to happen next.
Monthly Bookkeeping & Reporting
We handle the day-to-day bookkeeping so you don’t have to touch it. Every month you get reconciled accounts, clean financials, and simple, owner-friendly reports.
- Bank, credit card, and loan accounts reconciled
- Income and expenses categorized the right way
- Monthly P&L and balance sheet you can actually read
- Quick answers to “what am I looking at?” questions
Clean-Up & Catch-Up Projects
Behind on your books? We clean up past months (or years), fix mis-posted transactions, and bring everything current so you and your tax pro have a solid foundation again.
- Cleanup of prior-year or mid-year books
- Re-classifying income and expenses into a clear COA
- Aligning your books with what your CPA and lenders expect
- A clean handoff into ongoing monthly support, if you’d like
CFO-Style Advisory & Cashflow Support
Once your books are clean, we help you actually use them. We walk you through your numbers, talk cashflow and margins, and help you think like a CFO without hiring one full-time.
- Monthly or quarterly review meetings
- Cashflow, not just “profit on paper”
- Help understanding pricing, margins, and overhead
- Support for lender conversations and growth decisions
Not sure which service fits you best? Most clients start with a quick consult and a look at their current books. We’ll give you clear next steps—whether we end up working together or not.
Simple, Transparent Monthly Pricing
Pricing depends on transaction volume, complexity, and the level of CFO involvement.
After a quick review of your file, we’ll give you a clear, flat monthly quote —
no surprises, no hourly billing.
| Service Level | Best For | What’s Included |
|---|---|---|
| Bookkeeping Essentials | Small, steady businesses who need clean monthly books | Accrual bookkeeping, reconciliations, AP/AR tracking, simple monthly financials. |
| Bookkeeping + CFO Lite | Growing businesses who want more insight | Essentials + custom reports + short monthly review meeting + cash-flow overview. |
| Bookkeeping + Fractional CFO | Owners who want a forward-looking financial partner | Deep analysis, performance reviews, forecasting, job/margin analysis, strategy sessions. |
All plans include support, accurate books, and monthly reporting — no nickel-and-diming.