Services and Financial Health Checks

Partnering with us means gaining access to decades of experience in bookkeeping, organizational management, and financial advising, ensuring your organization's financial success.

​Schedule a consultation to discover how our bookkeeping, financial coaching, and CFO services can propel your organization forward

Bookkeeping Services

                                  (Starting at $700/month
Essential Bookkeeping ($700 - $1,400/mo)

• Basic transaction categorization & reconciliation
• Monthly financial statements (P&L, Balance Sheet, Cash Flow)
• Bank & Credit card reconciliations
• Email support
• 3 business day communication turnaround

Advanced Bookkeeping & Reporting ($1,400 - $3,000/mo)

• Everything in Essentials
• Accounts Receivable & Payable Tracking
• Payroll processing coordination
• Customized reporting & KPI tracking
• Monthly review call
• 2 business day communication turnaround

Full-Service Bookkeeping & Advisory ($3,000 - $6,000/mo)

• Everything in Essentials and Advanced
• Cashflow forecasting
• Budgeting assistance
• Audit preparation support
• Quarterly financial strategy sessions
• 1 business day communication turnaround 

Financial Coaching

                         (One-Time or Recurring Sessions)
Basic Coaching Session – $250 – ​$400 per session (1-hour)
 ✔ Financial literacy coaching
 ✔ Understanding financial statements
 ✔ Budgeting & cash flow basics
Ongoing Coaching Packages – $500 – $1,500/month
 ✔ 2-4 coaching sessions per month
 ✔ Deep dive into profitability, cash flow, and financial goals
 ✔ Email support between sessions

Custom One-Time Projects

             (For those that are not ready for monthly plans)
Setup a brand new QuickBooks® Online software* account. In this setup service:

• Financial System Setup (Bookkeeping & Reporting) – $2,500 – $7,500 (one-time)
• Ledger Cleanups (Correcting, Editing, Reclasifying) - $1,200 - $4,000
• Financial Strategy & Budgeting Intensive – $3,500 – $10,000 (one-time)
• Cash Flow & Profitability Optimization Plan – $2,500 – $6,000 (one-time)

Partial CFO Services

                          (Recurring Monthly or Project-Based)

• Tier 1: Strategic CFO Lite – $1,500 – $3,000/month
   ✔ Budgeting & forecasting
   ✔ Financial performance review (monthly)
   ✔ KPI tracking & reporting
   ✔ Monthly strategy call
• Tier 2: Growth CFO – $3,000 – $6,000/month
   ✔ Everything in Tier 1
   ✔ Cash flow management & planning
   ✔ Profitability optimization strategies
   ✔ High-level financial risk assessment
   ✔ Biweekly CFO meetings
• Tier 3: Full CFO Support – $6,000 – $10,000+/month
   ✔ Is referred out to trusted partners
   ✔ Everything in Tier 2
   ✔ Fundraising/investor relations support
   ✔ Mergers & acquisition advisory (if applicable)
   ✔ Custom strategic planning & implementation