What We Offer
Streamlined Bookkeeping, Strategy & Analytics to Drive Real Growth
What We Offer
Streamlined Bookkeeping, Strategy & Analytics to Drive Real Growth
Service Packages
Up to $500K Annual Revenue
FOUNDATION
Financial Clarity &
Tax-Ready Books
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Clean, Reliable Books
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Categorize & Reconcile Up to 4 Bank & Credit Card Accounts
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Quarterly Financial Clarity Review
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Quarterly + Annual Financial Reports
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Proactive & Intuitive Guidance
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Email Support
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$500K to $1.5M Annual Revenue
$1.5M to $3M* Annual Revenue
Your Numbers Don't Just Get Recorded, But Interpreted
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Everything in Foundation
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Up to 8 Bank & Credit Card Accounts
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Monthly Financial Clarity Review
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Monthly + Annual Financial Reports
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KPI Tracking Tied to Financial Health, Operational Efficiency & Strategic Growth
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Email & Video Support
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​For Businesses Navigating Growth, Capacity & Margins
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Everything in Growth
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Monthly Zoom Meetings
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Ongoing Advisory Guidance Bringing Clarity, Insight & Structure
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Forward-Looking Forecasting for Cash, Profit & Growth
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Strategic Financial Planning & Decision Support
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Email, Video & Phone Support​
GROWTH
EXECUTIVE
*fee for $3M+ annual revenue depends on complexity
Optional Add-On Services
Tailor Your Service Package With Any Bundle or Item
fee for add-ons is determined after evaluating your business-specific needs
QuickBooks Online (QBO)
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Setup & Customize QuickBooks Online
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Chart of Accounts Aligned to Creators, Coaches & Consultants
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Basic Training
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Implement Procedures & Workflows​
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Catch Up & Clean Up
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Set Up Gusto or QuickBooks Online Payroll
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Payroll & Compliance Support
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401(k) Support
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Workers' Compensation Support
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Annual Workers' Compensation Audit
Payroll + Benefits
Digital Bookkeeping
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A/P Management + Invoicing
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A/R Management + Bill Pay
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Expense Management Oversight
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Manage + Pay 1099 Contractors
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Prepare + eFile 1099s
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Sales Tax Reporting
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Troubleshoot Issues
CFO-Level Consulting
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Cash Flow Forecasting
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Profitability Snapshot
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Budgeting & Forward-Looking Planning
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"What If" Scenario Modeling for Growth Decisions
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Special Projects--Customized To Your Needs
+ More
We provide monthly fixed-fee billing, price out-of-scope services separately, and perform annual rate reviews.
Strategic Digital Bookkeeping + CFO-Level Consulting
Understand The Numbers. Own Your Growth.
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