Not ready for monthly bookkeeping yet, but want to start your business off organized? The Bookkeeping Foundation Setup is a one-time service designed to help new or early-stage business owners create a simple, organized recordkeeping system that fits their specific business needs.

Because every business is different, this setup is customized based on how your business operates, how you receive payments, what expenses you track, what platforms you use, and what records you need to keep organized.

This service may include:

• Income and expense tracking setup

• Organized digital folder system

• Receipt storage process

• Sales and payment tracking

• Product, inventory, or cost tracking

• Vendor/customer record organization

• Simple bookkeeping workflow you can follow moving forward

This is a great option if you are not ready for full monthly bookkeeping yet, but want a clean system in place so your records stay organized as your business grows.

Designed for solopreneurs and small businesses that need accurate, dependable monthly bookkeeping.

Includes:

• Monthly transaction categorization

• Bank and credit card reconciliations

• General ledger maintenance

• Monthly Profit and Loss Statement

• Monthly Balance Sheet

• QuickBooks Online support

• Monthly email support

Pricing is based on transaction volume, number of accounts, and the condition of your current books.

Bookkeeping + Financial Advisory

Created for growing business owners who want organized books and a clearer understanding of what their financials are telling them.

This service combines ongoing bookkeeping with financial analysis and guidance so you can move beyond simply keeping your books current and start using your numbers to make better business decisions.

Includes ongoing bookkeeping, plus:

• Monthly bank and credit card reconciliations

• Income and expense categorization

• Accounts payable and receivable support

• Monthly financial statements

• Monthly P&L review and financial summary

• Cash flow snapshot

• Budget-to-actual review

• Basic budgeting and forecasting support

• Profitability and expense analysis

• Identification of unusual transactions or financial trends

• Quarterly financial check-in

• Coordination with your CPA or tax professional

• Financial guidance as your business grows

This package is ideal for business owners who want more than accurate books. You’ll have ongoing visibility into your cash flow, profitability, expenses, and overall financial performance so you can make decisions with greater confidence.

Fractional CFO Support

Created for established and growing businesses that need deeper financial planning, analysis, and strategic support without the cost of hiring a full-time CFO.

This service goes beyond bookkeeping and monthly reporting by providing forward-looking financial guidance designed to help you plan for growth, manage cash flow, evaluate opportunities, and make more informed business decisions.

Includes everything in Bookkeeping + Financial Advisory, plus:

• Monthly financial strategy meeting

• Detailed cash flow planning and forecasting

• Annual and rolling budget development

• Financial forecasting and scenario planning

• Profitability analysis by service, product, project, or revenue stream

• Key performance indicator dashboard and monitoring

• Customized management reporting

• Major expense and investment analysis

• Financial review of proposed pricing, referral fees, and deal structures

• Growth and financial planning support

• Financial process and internal control recommendations

• Strategic planning around upcoming business expenses

• Coordination with CPAs, tax professionals, and other financial partners

• Ongoing financial decision support

This package is designed for business owners who need a financial partner—not just a bookkeeper. Together, we use your financial data to understand where the business stands today, anticipate what is coming next, and develop a plan for sustainable growth.

1. Accounts Payable Support: Support with organizing vendor bills, tracking due dates, recording payments, and maintaining accurate accounts payable balances. Pricing may increase based on the number of vendors and monthly bills.

2. Accounts Receivable Support: Includes invoice tracking, customer balance monitoring, payment application, aging review, and follow-up support for overdue accounts. Pricing may increase based on invoice volume and collection activity.

3. Payroll Review & Reconciliation: Review payroll reports, reconcile payroll activity to the accounting records, and identify discrepancies involving wages, taxes, deductions, or benefits. Payroll processing through a payroll provider can be quoted separately.

4. Cash Flow Forecast: A customized short-term cash flow forecast showing expected cash inflows, expenses, upcoming obligations, and potential cash shortages.

5. Financial Dashboard: A customized dashboard that provides an easy-to-understand view of key financial information, such as revenue, expenses, cash flow, accounts receivable, and business performance trends.

6. Cleanup Bookkeeping: Correction and organization of inaccurate, incomplete, or unreconciled bookkeeping records.

7. Additional Support Time: Available for projects, meetings, research, process documentation, accounting support, or requests that fall outside the agreed monthly package. Including financial forecasting, financial reporting, catch-up bookkeeping, etc.