Services
Our services that provide the visibility you need to scale.
Bookkeeping
Forecasting
Goal Planning
Bill Pay
Payroll
Sales Tax
Inventory
Coaching
Recurring Pricing Plans
Every business is unique, and so are its needs. We can customize our consulting solutions to fit your specific needs, ensuring you get the insights and support that will drive your business forward. Schedule a call to get a free custom quote.
Compliance
$750+
Per Month
Financials by the 30th
Audit & Cleanup
Bookkeeping
Recordkeeping
Sales Reconciliation
1099 Filings
estimate 1% of sales
Controller
$3,000+
Per Month
Financials by the 20th
Compliance Plus:
Accrued Revenue & Costs
Quarterly Consultations
Q3 Packet to Tax Preparers
AP Clerk
estimate 2% of sales
CFO
$6,000+
Per Month
Financials by the 10th
Controller Plus:
Monthly Consultations
Goal Planning & Budgeting
Departmental Meetings
Class/Location Tracking
estimate 4% of sales
Add Ons
Payroll Services
$250+
Per Month
Additional Businesses
$300+
Per Month
Our Process
Our Client Onboarding Process
We make it easy to move from “getting started” to fully supported growth.
- Proposal & Scope Alignment
We start with a clear proposal so everyone is aligned on services, expectations, and timelines. - Onboarding Checklist
You’ll complete a simple checklist to give us access to the tools and information we need—no guesswork, no overwhelm. - Internal Financial Audit
We review your historical financials, identify gaps or risks, and provide actionable recommendations to set a strong foundation. - Recurring Monthly Close & Reporting
Once your books are clean, we transition into a consistent monthly close process with reliable financial reports you can trust. - CFO & Growth Advisory (Optional Add-On)
When you’re ready, we layer in CFO services to turn your numbers into a growth plan—cash flow strategy, forecasting, and long-term decision support.
From clarity → consistency → confident growth.