Bookkeeping Services

starting at |  $300  / month

Subscription-based Services for business owners seeking to regain time spent handling financials, while becoming empowered with the information to support powerful and impactful decision making.

About: You have better things to do with your time than bookkeeping! I’m here to take that burden off your hands so that you can spend your time making money and I can help you envision where your financial success lies. Know your numbers, increase profits, save time, and avoid mistakes!

Includes:

• Monthly Bookkeeping Services

• Monthly Visual Reports

• Monthly Recaps

• Direct Email Access

• Payroll / Accounts Receivable / etc - additional fees

Have you been ignoring your books and saving them for us?  We're here to help!  Just a heads up, there will be a one-time catch up fee.

FCFO Services

starting at |  $800/ month

Subscription-based Services for business owners who are looking for a collaborative partner to talk through decisions, changes, and goal setting.

About: Is your business at a stage of growth where you lay awake at night wishing you had a financially-minded team member to lean on in developing the right strategies and processes to pursue your big ideas? Is your business at the stage where keeping up with growth is all consuming, leaving you to question everything? Having a VCFO is all the benefits of adding an executive, accounting department, financial strategist, and goal setter without the burden of payroll or employee benefits.

Includes Services Such As:

• *All ‘Bookkeeping Services’* (if needed)

• Initial Financial Assessment & Review

• Personalized Goal Setting & Detailed Action Plans (plus the accountability to follow it through!)

• Scenario Analysis + Decision Projections

• Interactive Forecasting Models

• Collaboration at every step!

Everything Else In-between

custom pricing

Project-based Deliverables for the business owners who just need to fill a few gaps.

Including:

• Business Process Automation, Documentation, Evaluation, etc.

• Projection Models (examples below)

  • Pitch Decks, Budgets & Forecasting, Operational Decisions, Scenario Analysis…

• Expense Cleanup & Organization

• Accounting Software Implementation & Documentation

• Digital Customizable Assets (examples below)

  • Financials, Expense & Mileage Trackers, Custom Analysis Templates…

• In-House Training & Workshops (examples below)

  • General Accounting Principals, Process & Automation, Best Practices…

  • Incl. handouts, questions, and semi-funny jokes!

Our Vision

Empower entrepreneurs and business owners to make financial decisions with confidence and provide education and support on the profit-forward thinking of business success.