About
As a service provider, you’re a master of your craft. You consistently deliver impeccable results to your clients.
And it shows.
You’ve single-handedly built your business from the ground up and reached some damn impressive achievements along the way. But now you’re ready to crank it up a notch and fully step into your role as CEO.
You’re craving bigger impact, bigger profits, and bigger pay.
So what are we waiting for? Let’s make it happen.
Monthly Bookkeeping
Our “white-glove” approach to modern bookkeeping.
Best for growing and established businesses who are seeking clarity and confidence around their numbers to strategically scale their business.
What’s Included:
- Monthly income and expense categorization
- Monthly bank reconciliations Monthly Profit and Loss delivered to your inbox by the 15th
- Comprehensive Bookkeeping Dashboard with graphs, visuals, and all kinds of goodies. Trust me, it’s good.
- Additional reports delivered as needed
- Unlimited support via email
- Communication and collaboration with your CPA Annual 1099-NEC filings
- Payroll management for S corp All-in-one bookkeeping portal for communication, documentation, and more
Prices starting at $500/month
Fractional CFO Advisory
Go beyond bookkeeping with financial strategy designed to help you grow and make decisions with confidence.
From cash flow forecasting to pricing audits, you’ll have a part-time CFO in your corner, helping you understand your numbers and use them to drive results.
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What’s Included:
- Monthly 60-minute strategy calls
- Goal setting & progress reviews
- A customized CFO dashboard with visuals & KPIs
- Budget-to-actual financial reports
- Cash flow forecasts for strategic planning
- Projections & sales tracking
- Employee/contractor cost & profitability analysis
- Pricing audits & profitability reviews
- Additional custom analyses based on your business needs
- Plus everything included in the Signature Monthly Bookkeeping Plan
Prices starting at $1,500/month