Our Services
Friendly Foundations
Starting at $500/month
Basic bookkeeping package
We know how it is – you're a small business owner, which means you're probably juggling a lot! You're doing it all, and let's be honest, sometimes bookkeeping feels like the last thing you want to do. That's where we can help! Think of us as your friendly finance partner, here to take the burden of bookkeeping off your plate so you can get back to what you love: focusing on the core of your amazing business!
Monthly Financial Close
Financial Statements
Key Performance Highlights
Quarterly Business Review
Add on services:
Bookkeeping Clean Up
Monthly Business Review
The VIP Experience
Starting at $1,199/month
Fractional CFO package
Champagne wishes and red carpet treatment for your business? We can make that happen (financially speaking, of course!). We'll provide you with the executive-level financial clarity you need to drive your business forward. Imagine regular performance check-ins and tailored financial guidance, all precisely aligned with your distinct business objectives. We empower you with the financial insights needed for informed, strategic decisions to take your business to the next level!
The VIP Experience package includes everything in our Friendly Foundations package plus these VIP-only perks:
Custom reporting dashboard
Budget creation and tracking
Monthly Business Review
Add on services:
Bookkeeping Clean Up
Savvy Software
Customized pricing available
Software implementation package
Whether your current financial system is struggling to keep pace with your growth, or you are implementing a financial system for the first time, we can help. We will customize a platform to meet your unique requirements and ensure a smooth implementation.
Software platform selection
Platform customization
Hands-on client onboarding