Smarter Accounting. Stronger Decisions. Monthly Support that Scales with You.
Accurate, timely, and strategy-driven support for business owners who want more than just data.
Feeling stuck financially? You’re not alone.
What I hear most often from new clients:
📉 “I have no idea if I’m profitable.”
🕰️ “I’m behind on my books… again.”
💸 “I’m making money but cash flow feels tight.”
📊 “My reports don’t actually help me make decisions.”
🧾 “I dread tax season every year.”
Here’s how I help:
Strategic, done-for-you accounting services tailored to your goals:
✅ Accurate, up-to-date books.
✅ Financial reports you actually understand.
✅ Stay tax-ready, year-round.
✅ Know your numbers. Make better decisions.
✅ Strategic support as your business evolves.
Simple, Scalable Accounting Solutions
Every plan includes expert support and seamless bookkeeping. Find the right fit based on your business structure and financial needs.
| Feature |
Starter $399.99/mo |
Most Popular Growth $549.99/mo |
Advanced $699.99/mo |
Enterprise $900+/mo |
|---|---|---|---|---|
| Ideal For | Cash-based businesses | Moderate activity Some accrual |
Accrual & multi-revenue | Multi-entity or complex ops |
| Weekly Categorization | ✔ | ✔ | ✔ | ✔ |
| Monthly Reconciliation | Up to 2 accts | Up to 4 accts | Up to 6 accts | Custom scope |
| Financials Review | ✔ | ✔ | ✔ | ✔ |
| Accrual Adjustments | — | Basic | Full | Custom |
| A/R & A/P | — | Limited | Full | Advanced |
| Sales Tax Support | — | — | Up to 2 states | 3+ states |
| Inventory | — | — | — | ✔ |
| Advanced Reporting | — | — | — | ✔ |
| Controller-Level Oversight | — | — | — | ✔ |
Smart, Scalable CFO Services
Get expert financial strategy and oversight without hiring a full-time CFO. Find the right plan for your growth stage.
| Feature |
Essentials $2,000/mo |
Most Popular Growth Partner $3,500/mo |
Executive $5,000/mo |
|---|---|---|---|
| Ideal For | Financial oversight & light strategy | Scaling businesses needing ongoing guidance | Preparing for funding, acquisitions, rapid growth |
| Financial Reports | Monthly w/ insights | Monthly w/ insights | Board/investor‑ready monthly reports |
| Cash Flow Updates | 90‑day forecast | Weekly updates | Weekly updates |
| Budget & Variance Analysis | Quarterly | Quarterly + scenario planning | Quarterly + advanced scenario planning |
| Pricing/Margin Review | ✔ | ✔ | ✔ |
| KPI Dashboard | — | Custom | Custom |
| Loan/Investor Reporting | — | ✔ | ✔ + fundraising prep |
| Strategic Tax Coordination | — | ✔ | ✔ + legal coordination |
| Due Diligence Prep | — | — | ✔ |
| Meeting Participation | — | — | Investor/leadership meetings |
| Direct Messaging Access | — | — | Slack/WhatsApp direct |
| Monthly Strategy Calls | 1 call (60 min) | 2 calls (60 min) | Up to 4 calls |