Three Levels of Support
Every business is at a different stage. Some need clean books. Some need the insights behind the books. Some need a financial partner at the table for big decisions.
FOUNDATION
Get your books right.
Bookkeeping, monthly close, reconciliation, and reporting you can trust. The foundation everything else builds on.
"You need reliable numbers — and someone you don't have to chase."
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Transaction recording and categorization
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Monthly close — on time, every time
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Bank and credit card reconciliation
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Monthly financial statements
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AR tracking and collections support
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AP management
GROWTH
See what the numbers mean.
Everything in Foundation plus financial analysis, custom reporting, cash planning, and profitability analysis.
"You have the books — now you need the insights to grow."
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Everything in Foundation
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Custom reports for your business
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Cash flow analysis and projections
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Profitability by customer, project, or line
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Leading indicators and trend analysis
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Recommendations with every report
STRATEGIC
Build what's next.
Everything in Growth plus CFO-level strategic planning, investment analysis, KPI development, and board reporting.
"You're making big decisions and need a financial partner at the table."
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Everything in Growth
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Cash flow forecasting and scenarios
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Annual budgets and variance analysis
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Pricing strategy and margin optimization
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Investment and capital planning
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KPI development and board reporting
Not Sure Where to Start?
You don't have to know which tier is right. That's what the Financial Diagnostic is for.
The Financial Diagnostic
We review your current financial operations — books, reports, processes, gaps — and deliver a written report with findings, risks, and prioritized recommendations.
It's the fastest way to understand where you stand and what to fix first. Many clients start here before choosing an ongoing engagement.
Starting at $1,500 -- 2 - 3 Weeks