OUR SERVICES

Ready to stop losing sleep over your finances?

Ready to let your business pay you without the stress?

The Bookkeeper

Typically $250+ / mo

If your books are messy, behind, or just eating up your time — we’re here. We jump in, clean things up, and keep your finances crystal clear moving forward.

    • Monthly bookkeeping — Transactions categorized, accounts reconciled, books kept clean and current

    • Monthly financial statements — P&L, Balance Sheet, and other key reports delivered monthly

    • Annual tax package — CPA-ready financials prepared for smooth tax filing

    • Unlimited email support — Quick answers when you need them

    • Discounted strategy sessions — Optional deep dives to help with planning or problem-solving when needed

The Mini CFO

Typically $1,000 - $3,000 / mo

For businesses ready to scale with intention. We step in as your trusted financial partner — aligning strategy, forecasting, and planning to help your business grow with clarity and confidence.

  • Everything The Bookkeeper offers, plus…

    • Annual budgeting — Set intentional goals and create a clear financial plan

    • Cash flow forecasting — Know what’s coming so you can stop stressing over surprise expenses

    • Quarterly strategy meetings — Align on priorities, tackle challenges, plan for growth

    • Owner pay planning — Build a sustainable plan to consistently pay yourself with confidence

The Fractional CFO

Typically $1,500 - $6,500 / mo

For when you’re ready to move from just tracking numbers to truly understanding them. We help you plan ahead, pay yourself, and make smarter financial moves every month.

  • Everything The Bookkeeper & Mini CFO offers, plus...

    • Monthly CFO meetings — Deep dives to review financial performance, address challenges, and align on strategy

    • KPI tracking & financial insights — Monitor the key numbers that matter most, and get clear, actionable takeaways to drive growth

    • Custom financial dashboards — Visual reports tailored to your business

    • Business model analysis & planning — Evaluate scenarios to maximize growth potential

    • Decision support for growth — Help weighing the numbers when making important decisions

    • Cash reserve & runway planning — Prepare for slow seasons and seize new opportunities

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