Monthly Accounting Services to Help You Grow Smarter

Bookkeeping & Financial Management Support for Entrepreneurs and Small Businesses

Managing the financial side of your business can feel overwhelming—but it doesn’t have to be. I provide expert bookkeeping and financial support tailored to the unique needs of small business owners and entrepreneurs, so you can focus on what you do best: growing your business.

Monthly Bookkeeping & Accounting Packages

Stay organized and confident with monthly bookkeeping and accounting services tailored for entrepreneurs and small business owners. Our packages provide the financial clarity you need to make smart decisions and stay compliant.

  • $399.99 per month

    Ideal for simple, cash-based businesses with minimal activity

    Included:

    • Weekly categorization

    • Monthly reconciliation (up to 2 accounts)

    • Monthly financials review

  • $549.99 per month

    Ideal for small businesses with moderate activity, some accrual

    Included:

    Everything in Starter

    • Monthly reconciliation (up to 4 accounts)

    • Basic accrual adjustments

    • Limited A/R or A/P

  • $699.99 per month

    Ideal for businesses with accrual basis, multiple revenue streams, or more involved activity

    Included:

    Everything in Growth

    • Monthly reconciliation (up to 6 accounts)

    • Full accrual

    • A/R and A/P tracking

    • Sales tax (up to 2 states)

  • Custom ($900+ per month)

    Ideal for complex operations, multi-entity, or custom reporting needs

    Included:

    Everything in Advanced

    • Custom scope

    • Inventory

    • Advanced reporting

    • controller-level oversight

Fractional CFO Services to Help You Scale Smarter

Get expert-level financial strategy, forecasting, and support without hiring a full-time CFO. Choose the plan that meets your current needs—and grows with you.

  • Starting at $2,000/month
    For businesses that need financial oversight, reliable reports, and light strategy.

    Includes:

    • Monthly financial reports with insights

    • Cash flow monitoring and 90-day forecast

    • Budget creation and variance analysis (updated quarterly)

    • Review of pricing/margin structure

    • One 60-minute strategy call per month

  • Starting at $3,500/month
    For businesses actively scaling and needing ongoing advisory.

    Includes everything in Essentials, plus:

    • Weekly cash flow updates

    • Custom KPI dashboard

    • Scenario planning (e.g., hiring, expansion, product changes)

    • Assistance with loan/investor reporting

    • Strategic tax coordination (with your CPA or in-house)

    • Two monthly 60-minute strategy calls

  • Starting at $5,000/month
    For businesses preparing for funding, acquisitions, or rapid growth.

    Includes everything in Growth Partner, plus:

    • Fundraising support (pitch review, financial modeling, investor prep)

    • Due diligence preparation

    • Monthly board/investor-ready reports

    • Coordination with legal and tax advisors

    • Available for investor or leadership meetings

    • Slack/WhatsApp direct access

    • Up to 4 strategy calls per month