Strategic Financial Services — Tailored to Your Business
From foundational bookkeeping to fractional CFO-level strategy. We scale with you.
Bookkeeping Essentials
Clean, organized books delivered monthly. Transaction categorization, reconciliation, financial statements, and clear reporting.
Best for: Businesses that need reliable books and a monthly financial snapshot. You make strategic decisions independently.
- Monthly close by the 5th
- P&L, Balance Sheet, Cash Flow Statement
- AR aging and accounts management
- Clear written narrative explaining your numbers
- Monthly review call (30 minutes)
- CPA-ready year-end package
Starting at $900/month
CFO Essentials
Bookkeeping plus ongoing financial strategy. Monthly KPI tracking, 13-week cash flow forecasting, and strategic guidance built into your regular cadence.
Best for: Growing businesses making active decisions about hiring, pricing, and cash management. You want forward-looking insight alongside clean books.
- Everything in Bookkeeping Essentials
- Monthly financial model with KPI dashboard
- 13-week rolling cash flow forecast
- Margin analysis by service line or client
- 45-minute monthly CFO call — strategy and decisions, not data review
- Quarterly deep-dive (90 minutes): performance review, forward planning, strategic priorities
- CPA coordination quarterly
Starting at $3,000/month
Custom Projects & Ad-Hoc Advisory
Beyond our core tiers, we take on specialized projects: advanced scenario modeling (hiring decisions, pricing changes, acquisition readiness), custom financial dashboards, board or buyer-ready reporting packages, and strategic planning engagements.
These are scoped and priced separately — one-off deliverables that complement your ongoing bookkeeping or CFO Essentials engagement.
- 3-year financial projections and strategic roadmap
- Acquisition or sale-readiness financial package
- Custom scenario modeling (equipment purchase, expansion, pricing strategy)
- Board or investor-ready financial reporting
Interested in exploring a custom project? Schedule a discovery call to discuss scope and investment.
How We're Different
We don't sell you more than you need. If bookkeeping essentials is the right fit, we'll say so. If you're ready for strategy, we'll build a model that matters.
We coordinate with your CPA, not compete. We handle bookkeeping and financial strategy. Your CPA handles tax planning and filing. We talk to each other quarterly so you're never caught off-guard.
We show up as a partner. Monthly calls. Proactive observations. Real partnership mindset, not transactional service.