Ideal for small businesses and freelancers looking for organized and accurate financial records.

What You’ll Get:

Quarterly transaction management and account reconciliation

Basic budgeting and tax estimation services

Annual planning session to review your finances

Email support for bookkeeping questions
Perfect For: Businesses needing basic bookkeeping with minimal guidance.

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
Perfect For: Businesses wanting reliable financial insights and expert advice without full CFO services.

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
Perfect For: Growing businesses that need proactive financial leadership.