SERVICES
BASIC
Purpose:
Keep your books clean, compliant, and ready for tax time. Perfect for small businesses needing reliable, accurate financial records without the extras.
Includes:
• Bookkeeping & Reconciliation
• Compliance & Tax Readiness
• Financial Statements
• Support
Best For:
Freelancers, startups, or small businesses that need reliable books and compliance without strategic financial analysis.
ADVANCED
Purpose:
Turn your financial data into actionable insights with advanced reporting, budgeting, and performance tracking. Ideal for growing businesses ready to make informed decisions.
Includes: (everything in the Basic plus)
• Enhanced Financial Reporting
• Budgeting & Forecasting
• Performance Tracking
• Advisory Support
Best For:
Established businesses that want better control, visibility, and insight into their financial performance.
FRACTIONAL CFO
Purpose:
A hands-on financial partnership that guides your company’s growth, profitability, and long, term financial strategy, without the full-time CFO cost.
Includes: (everything in the Advanced plus)
• Strategic Planning & Forecasting
• Cash Flow & Capital Management
• Growth & Profit Optimization
• Leadership & Collaboration
• Priority Access
Best For:
Businesses ready to scale, seeking expert financial strategy, cash flow management, and profit growth without hiring a full-time CFO.
CLEANUP
Purpose:
Quickly organize, correct, and reconcile your financial records to ensure accuracy, compliance, and tax readiness.
Includes:
• Book Review & Organization
• Reconciliation & Correction
• Financial Statements
• Tax Readiness
• Support & Guidance
Best For:
Ideal for businesses that need a one-time professional cleanup without committing to ongoing services