Our Services

CFO

For businesses needing high-level financial strategy and oversight, the CFO tier offers in-depth reporting, a custom dashboard, and ongoing reviews. Ideal for companies with larger budgets and complex financial needs.

Accounting

This tier supports growing businesses with regular reporting, a custom QuickBooks setup, and quarterly reviews. It's a great fit for companies needing more structure without full CFO services.

Bookkeeping

Focused on essential financial tracking and reporting, this tier ensures accurate books and timely statements. Perfect for smaller businesses looking to build a solid financial foundation.

Our services are as unique as your business. We don’t believe in one-size-fits-all solutions. Instead, we build tailored financial strategies to help you sow consistently, build wisely, and keep going.

Accounting Packages:

  • Managed Accounting Services and CFO Advisory

    • Weekly Transaction Categorization

    • Custom Reporting + CFO Dashboard

    • Financials done on 15th of the month

    • Quarterly + Monthly CFO Review Meetings

    • Response Time: 24-hr dedicated Account Manager

    • 1099 Filings

    • Monthly fee: $3000+

  • Managed Accounting Services

    • Weekly Transaction Categorization

    • Custom Reporting

    • Quarterly Review Meetings

    • Response Time: 24-hr dedicated Account Manager

    • 1099 Filings

    • Monthly fee: $1500+

  • Bookkeeping - Keep me tax-ready!

    • Data entry

    • Bi-weekly transaction categorization

    • Basic Reporting (P&L + Balance Sheet)

    • Financials done end of the month + 20 days

    • Monthly fee: $750+

CFO Advisory Packages:

  • Everything in Growth plus:

    • Weekly cash-position & KPI pulse

    • Scenario & Sensitivity modeling

    • Board-deck prep and virtual attendance

    • Capital-raise / M& A support

    • On-call chat / phone access

    • Monthly fee: $4,000+

  • Everything in Foundations plus:

    • Trend Analysis & Variance Commentary

    • Quarterly deep-dive strategy session

    • Lender / CPA coordination pack

    • Monthly fee: $2,500

    • Profit & Cash-Flow Target setting

    • Monthly Business Assessment

    • One-page Scoreboard

    • 30-day Action Plan

    • Email Q&A

    • Monthly fee: $1,500

Additional services:

  • These can be added to any of the above accounting packages:

    • Payroll

    • Accounts Payable

    • Accounts Receivable

    • Sales Tax Filing

    • Custom Dashboards (included in All in Strategy)

    • Vendor W9 Collection

    • Prevailing Wage Reports

    • On-Site (local only)

    • Budget Guidance

    • Project Tracking

    • Workers Comp Audit

    • DIY Consultation ($1,000+)

    • Policy & Procedure Manual ($2,500+)