Basic Bookkeeping
For business owners who want accurate,
up-to-date books with no hassle.
Starts at $300 / month
Includes:​
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Monthly bookkeeping*
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Monthly financial statements - balance sheet and income statement
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Email support
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*We use QuickBooks Online for all bookkeeping.
Essential Financial Management
For business owners who want clean books
and better financial visibility.
Starts at $1,000 / month
Includes:
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Everything in Basic Bookkeeping, plus:
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Analysis and commentary with monthly financial statements
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Annual budget
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Semi-annual check-in / strategy call
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Option to add annual or monthly cash flow forecasting for additional fee
Mini CFO
For business owners who want more insight into their business without hiring a full-time CFO.
Starts at $1,500 / month
Includes:
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Everything in Essential Financial Management, plus:
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Quarterly check-in / strategy call
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Annual cash flow forecasting to help anticipate income and expenses for the upcoming year
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Option to add monthly cash flow forecasting for additional fee
Not ready for monthly services?
Check out our project offerings.
Financial Check-Up
Gain clarity and find opportunities.
Starts at $750
Includes:
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Review of most recent year's balance sheet and income statement
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Review chart of accounts
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Analysis of key ratios and trends
Cash Flow Projection
Plan ahead and stay in control of your cash.
Starts at $1,000
Includes:
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12-month forward-looking cash flow projection
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​Scenario planning​