Services
Grounded Accounting for Growing Businesses.
I work with business owners who want more than just balanced books — they want a strategic partner who keeps them compliant, tax-ready, and positioned for growth.
All services are remote-first and designed to fit seamlessly into your operations.
Cleanup & Catch-Up Projects
💼 One-Time or Milestone Payments
For businesses with books that are messy, outdated, or inconsistent.
I’ll bring everything up to date, correct errors, and put processes in place so you can stay current going forward.
What’s Included:
Full review of prior records
Corrections to reconciliations, categorization, and reporting
Implementation of efficient workflows in QBO or other cloud systems
Delivery of clean, accurate, tax-ready books
Pricing:
Starts at $2,000+ depending on complexity and number of months/years behind
50% retainer up front, balance due at milestones
Monthly Bookkeeping & Closes
📅 Monthly Retainer – Paid in Advance
For proactive business owners who want consistent, compliant financials every month.
Your books will be reconciled, reviewed, and closed monthly — so you have the clarity you need for smart decisions and an easy tax season.
What’s Included:
Monthly reconciliations for all accounts
Timely, accurate financial statements
Ongoing classification and adjustments
Month-end close process completed on schedule
Email and phone support
Pricing:
Starts at $800/month (single-entity, low transaction volume)
$1,500–$3,000/month for multi-entity or high-volume businesses
Ongoing Support & Tax-Ready Systems
🔁 Best Value – Monthly Retainer
For clients who want year-round confidence in their financials.
This service pairs monthly bookkeeping with periodic strategic check-ins to keep you organized and audit-ready.
What’s Included:
Monthly bookkeeping & closes
Quarterly review meetings
Process improvement recommendations
Pre-tax-season prep package
Pricing:
Starts at $1,200/month for single-entity businesses
Custom pricing for multi-entity or complex structures
Strategic Advising & Fractional CFO Services
🎯 Monthly Retainer or Hourly – 4 Hour Min
For growing businesses that need high-level financial insight without hiring a full-time CFO.
I’ll act as your trusted advisor, helping you navigate complex decisions, optimize cash flow, and plan for sustainable growth.
What’s Included:
Financial analysis and performance review
Budgeting and forecasting
Cash flow planning and monitoring
Profitability and cost analysis
Guidance on tax planning opportunities
Regular strategy sessions
Pricing:
Hourly: $250/hour (4-hour minimum per engagement)
Monthly: Starts at $2,500/month for ongoing strategic support
Optional Add-Ons (Available to Ongoing Clients)
Payroll processing – from $200/month
Sales tax filing – from $150/month
Business formation and registration assistance – custom quote
Software implementation and training – custom quote
Special projects – $250/hour (4-hour min)
Book your Free Strategy Call.
Let’s see which service is right for you — or create a custom package for your business.
