What We Offer
Three service tiers built for service businesses that need financial clarity without a full-time hire. Every engagement includes a clear scope, defined deliverables, and direct communication.
Historical Books Cleanup
Your books are behind, messy, or full of errors (and you know it).
We go back, fix everything, and hand you financials that are accurate, organized, and ready for your CPA or next growth decision.
This includes catching up past transactions, reconciling all bank and credit card accounts, fixing miscategorized items, cleaning up your chart of accounts, and resolving any duplicate or missing entries.
Starting from $2,500 (one-time project)
Monthly Finance Management
Once your books are clean, we keep them that way.
Every month we handle reconciliations, transaction review, and month-end close so you always know exactly where your business stands.
You'll receive a monthly report by the 10th covering your P&L, cash position, and a clear, actionable breakdown of what the numbers mean. No chasing your bookkeeper. No wondering if the numbers are right.
Starting from $2,000/month
Fractional CFO Support
For founders who need more than clean books. We provide the financial strategy and oversight of a CFO without the cost of a full-time hire.
This includes cash flow forecasting, budgeting, profitability analysis, KPI tracking, pricing and margin support, hiring and expense planning, and a monthly finance review call. You get the insight to make confident decisions at every stage of growth.
Starting from $2,500/month
