Part of Stage 1 Financial Foundation.

Business owners who want their finances organized and maintained professionally.

• Monthly transaction categorization
• Bank and credit card reconciliation
• Monthly financial statements (Profit & Loss + Balance Sheet)
• Organized financial records for tax filing
• Email support for bookkeeping questions

Ideal for: Startups, independent contractors and businesses who need reliable books and basic guidance

Part of Stage 2 Financial Clarity & Growth Foundation

For businesses that need consistent, real-time financial data without full CFO services.

What You’ll Get:

Monthly transaction management, account reconciliation, and reporting

Budget creation and tax estimation to stay ahead

Limited accounts payable/receivable support and cash flow forecasting

Quarterly strategy sessions for business decisions

Reliable support with timely responses and audit help

Ideal for: Businesses wanting reliable financial insights and expert advice without full CFO services.

Part of Stage 3 Strategic Financial Leadership

Designed for businesses ready to scale with expert financial oversight and strategic guidance.

What You’ll Get:

Weekly transaction management and account reconciliation

Monthly financial reports for informed decision-making

Full accounts payable/receivable management and reconciliations

Customized budgets, cash flow forecasting, and tax planning

Regular strategy sessions to accelerate growth

Priority support with fast responses and audit assistance

Ideal For: Growing businesses that need proactive financial leadership.