Not Sure Where to Start?
We have designed three unique fully customizable packages. Whether you are a solopreneur, a growing business, or gearing up for your next big move, we give you clarity, control, and confidence over your finances.
Compliance Package – Just the basics!
No fluff, no stress—just accurate books, CPA-ready reports. Everything you need to file taxes without a headache. Perfect for businesses that want to stay compliant without the extras. Examples:
Freelancer
 You wear all the hats, and bookkeeping isn’t the one you want to keep.
Startups
You are just getting off the ground and need to keep things simple
Professional
Your focus is on clients, not spreadsheets.
E-Commerce
You are selling online and making sales.
Insight Package – Show me the money!
You work hard for your money. It’s time to understand where it’s going. We provide financial reports, cash flow analysis, and expert insights so you can stop guessing and start making profitable decisions. Examples:
The Business Owner
Your revenue is increasing, but so are your expenses. Do you know what your true profit is? Which way is it trending?
Professional
Do you know which services and what types of clients are the most profitable?
E-Commerce
Managing inventory, marketing spend, and profit margins. With financial clarity you will serve your customers timely, effectively, and profitably.
Growth Package – Scale with Strategy!
Your business isn’t just a job—it’s your vision, your legacy! We’ll help you scale, optimize your finances, and create strategies that fuel long-term success. This package pairs perfectly with our CFO services for business owners serious about expansion.
The CEO Who Wants CFO-Level Support
You don’t need a full-time CFO, but you do need expert financial strategy.
The Scaling Entrepreneur
You are expanding, hiring, or planning to raise capital. Numbers that tell you the complete story, guide and support superior decision making.
Small to Medium Sized Business
More money, more complexity. With financial forecasts, cost analysis, and a solid strategy you will have your roadmap to success.
COMPLIANCE
Just the basics please!
The Compliance Package is perfect if all you need is the peace of mind that your books are tidy and ready for tax time. It’s designed for business owners who don’t need a lot of extra frills—just the essentials to keep things organized and compliant.
Quickbooks Setup
Starting from scratch or switching systems? We’ll set up QuickBooks tailored to your business needs. You’ll have a system that’s user-friendly and customized for your operations.
Chart of Account Customization
We design a Chart of Accounts specifically for your business. It organizes your financials into categories that make sense, ensuring every transaction fits seamlessly into your system.
Income & Expense Tracking
Every dollar your business earns or spends will be tracked and recorded accurately. This means no more mystery expenses or unaccounted revenue—just clean, reliable records.
Transaction Categorization
We ensure every transaction is categorized correctly, helping you understand where your money is going. Whether it’s marketing, payroll, or utilities, your finances will finally make sense.
Bank Reconciliations
Each month or quarter, we match your bank statements with your financial records. This ensures there are no discrepancies, and your books are always accurate and ready for any surprises.
Accounts Payable & Receivable Tracking
We manage your invoices and bills, so you never miss a payment or forget to follow up on what’s due to you. Say goodbye to awkward “where’s my money?” conversations.
End of Year Financial Statements
We prepare comprehensive financial statements like Profit & Loss, Balance Sheets, and Cash Flow Statements, ensuring everything your CPA needs is ready at year-end. You’ll breeze through tax season stress-free.
INSIGHT
Show me the Money!
The Insight Package is for business owners who want to peek under the hood and actually understand what’s happening with their finances. No more flying blind! We’ll give you regular reports and advice to help you steer your business in the right direction.
End of Year Financial Statements
We prepare comprehensive financial statements like Profit & Loss, Balance Sheets, and Cash Flow Statements, ensuring everything your CPA needs is ready at year-end. You’ll breeze through tax season stress-free.
GROWTH
Scale with Strategy!
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You Focus on Building Your Business We’ll Handle the Numbers.
Let us simplify your books, sharpen your strategy, and take your business to the next level.