Services

Support that grows as you do.

Whether you're setting up from scratch, bringing books current, or ready for controller and CFO-level oversight, you start wherever you are today and add more as you grow.

Monthly support

Ongoing Monthly Bookkeeping

Full-service monthly bookkeeping that keeps your records accurate, current, and genuinely useful.

  • Transaction categorization, done right
  • Bank & credit card reconciliations
  • Financial statements and regular reviews

Packages from $199/mo, priced to your transaction volume

Strategic oversight

Fractional Controller

Strategic financial leadership without the full-time cost, so the big decisions get made with real information.

  • Financial analysis and forecasting
  • Cash flow management
  • Strategic guidance for the big decisions

Scoped to your business on your first call

Day-one setup

Bookkeeping Setup

Financial systems organized from day one, with a foundation tailored to how your business actually works.

  • A chart of accounts built for your business
  • Clear processes and monthly workflows
  • Best practices in place from the start

One-time engagement · most setups complete inside two weeks

Catch-up & cleanup

Bookkeeping Cleanup

Professional cleanup of disorganized records. You get a clean, reconciled starting line you can build on.

  • Categorization errors corrected
  • Transactions organized and reconciled
  • A clear picture of where you stand

Scoped after a review of your books · quoted before work begins

Executive tier

Fractional CFO

Executive financial leadership at a fraction of the cost of a full-time hire. For businesses ready to plan further ahead: growth strategy, financing, and the numbers behind your biggest moves.

Reserved for a small number of clients · discussed on your first call

  • Budgeting and long-range financial planning
  • KPI, margin, and pricing strategy
  • Lender, investor, and financing readiness
  • A seat at the table for your biggest decisions

Not sure where to start? We'll figure that out together on your first call.

Book a free consultation
How it works

A simple way to begin

We handle the transition, including untangling whatever shape your books are in today, so getting started feels lighter than you'd expect.

We talk

A relaxed call to get to know your business and look at your numbers together. If we're a good fit, you'll know exactly what working together looks like before anything begins.

We set the foundation

Your books brought current and accurate, the right tools connected, and a simple, reliable monthly rhythm built around your business.

You run with confidence

Every month: clean books, clear reporting, and a partner who flags what matters, so you always know your next move.

Most clients are fully set up within their first two weeks.

In their words

What owners say afterward

What it looks like when business owners stop worrying about their finances and start using them.

"Our books used to be a disaster. Couldn't tell which jobs were actually making money. Wyatt cleaned everything up and got us on QuickBooks properly. Now I can pull up a job halfway through and actually know where we stand."
Dana WhitfieldOwner · Whitfield Builders & Construction
"We're good at marketing. Our own books, less so. Handing off the bookkeeping has been such a relief. Invoices go out on time now and I trust the numbers for once."
Megan TorresFounder · Torres Creative Marketing Group
"Payroll and expenses were eating my whole weekend, every weekend. They took over as our controller, dug us out of a year of backed-up books, and now it just runs itself."
Carlos ReyesOwner · Rise Above Commercial Cleaning
Good questions

The things owners usually ask

Honest answers to the questions that come up most before reaching out.

Will I actually work with Wyatt, or get passed off?

You work with Wyatt. That's the whole model. Book a free consultation and he'll personally reach out within 24 hours. Once you're ready to move forward, work can begin as soon as the very next day.

How much does bookkeeping cost?

Monthly bookkeeping packages start at $199/month, with pricing based on your business's needs and transaction volume. Pricing is set to support your growth stage and confirmed before any work begins.

Will you clean up my existing books, or only work going forward?

Cleanup is one of our core services. Books that are months behind, setup if you're just getting started, and ongoing monthly bookkeeping to keep everything on track from there.

Do you work with QuickBooks, Xero, or other software?

We work exclusively with QuickBooks Online. Deep expertise in one platform means better support for you than a working knowledge of five.

How do we communicate, and how often do I get reports?

You'll have a direct phone number and can email anytime. Once your books close each month, you also have the option of a review call to walk through your numbers together.

Start with a conversation.

We'll look at where your finances stand and figure out the right next step, together.

Book a free consultation