Our Services
Essentials
For small business owners who need reliable, accurate books.
Starting at $500/month
Essentials offers baseline support:
✅ Monthly transaction categorization & reconciliations
✅ Financial statements: Profit & Loss, Balance Sheet
✅ Basic monthly cash flow statement
✅ Year-end reports to support your CPA
Strategic Support
For growing businesses that want strategic guidance.
Starting at $675/month
Includes everything in Essentials, plus:
✅ Live monthly financial review calls
✅ Cash flow planning & insights
✅ Custom KPI tracking
✅ Key metric tracking
✅ Industry benchmarking
✅ Custom reports as needed
✅ Ongoing advisory access (email, calls, check-ins)
✅ Quarterly strategic reviews
Virtual CFO-Lite
For ambitious business owners seeking CFO-level support.
Starting at $1,275/month
Includes everything in Strategic Support, plus:
✅ Goal-based budget planning
✅ Strategic decision support (staffing, pricing, large purchases)
✅ Budgeting support: setup & ongoing reviews
✅ Forecasting & Scenario planning
✅ Flexible, tailored financial partnership