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