Our Services
All of our monthly packages include a secure client portal, unlimited transactions in connected accounts, monthly reconciliations, securely delivered financial reporting, unlimited email communication, and a scheduled monthly review call.
Higher-level packages may include additional services such as payroll integration, sales tax reporting, accounts payable and receivable management, budget vs. actual tracking and advisory services.
Fractional Controller
Ideal for: Businesses that have outgrown basic bookkeeping and need strategic financial leadership without hiring a full-time Controller.
As your Fractional Controller, we become an extension of your leadership team, providing the financial oversight and strategic insight needed to support sustainable growth.
Starting at $1500 monthly
Prosperity Package
Ideal For: Established businesses looking for in-depth financial oversight, job profitability analysis, and strategic growth planning.
Starting at $1500 monthly
Expansion Package
Ideal For: Growing businesses requiring more comprehensive financial management and tax compliance.
Starting at $750 monthly
Balance Package
Ideal For: Businesses seeking to improve their financial health with regular insights and budgeting.
Starting at $525 monthly
Ask an Expert
Ideal for: Entrepreneurs looking for expert guidance without the commitment of an ongoing engagement.
Get expert accounting guidance whenever questions arise without the commitment of a monthly service. Whether you're making a big business decision, reviewing financial reports, or troubleshooting an accounting challenge, we're here to help.
Schedule a session when you need us and get practical, personalized advice you can put into action right away.
Starting at $175/hour
Monthly Office Hours
Ideal for: Business owners looking for a supportive space to ask questions, stay accountable, and gain expert bookkeeping guidance.
Join our free monthly Office Hours for a dedicated time to ask bookkeeping and accounting questions, work through financial challenges, and make progress alongside other business owners. Whether you need a quick answer, accountability to tackle your books, or expert guidance, you're welcome to drop in. No cost and no obligation.
FREE in person
Clean Up and Catch Up
Back work or special projects are estimated based on the amount of catch up needed and the complexity of the clean up. Contact us for an estimate.