From essential accounting needs to full financial leadership, our packages meet you where you are and grow with you, giving you confidence at every step.
Foundation
$
If you’re ready to leave financial stress behind and feel in control of your business, this is where it begins. We’ll organize your books, simplify your finances, and give you clear visibility into your position—so you can move forward with confidence and peace of mind.
✓ Chart of Accounts
✓ Transaction Entry + Categorization
✓ Accounts Payable + Accounts Receivable
✓ Reconciliations
✓ Monthly Financial Reports
✓ Monthly Emails
Performance
$$
If you’re ready to move from uncertainty to confidence, this package gives you the tools and insights to lead your business with clarity. You’ll understand where your money is going and what’s driving your profits—with less stress and more intention.
✓ Foundation included (optional)
✓ Deeper Analysis of Financial Reports
✓ Annual Budgeting
✓ Variance Analysis (Budget vs Actuals)
✓ Cash Flow Management
✓ KPI Tracking + Performance Analysis
✓ Benchmarking
✓ Business Goal Alignment
✓ Monthly Emails + Quarterly CFO Calls
Executive Strategy
$$$
If you dream of having a trusted financial partner who sees the big picture right alongside you, this is where you elevate. Together, we’ll forecast your future, design growth strategies, and make confident decisions that that accelerate your growth and help you achieve the vision you’ve always imagined.
✓ Foundation Included (optional)
✓ Performance Included
✓ Strategic Financial Analysis + Planning
✓ Quarterly Forecasting
✓ Long-term Forecasting
✓ Scenario Modeling
✓ Advanced Cash Flow Strategies + Forecasting
✓ Pricing + Margin Analysis
✓ Financial Storytelling
✓ Monthly Emails + Monthly CFO Calls
