Services

We are experts working with small business. We keep our client list short so you get the attention you deserve.

 

Fractional CFO

You’ve got plans, and we’re here to make sure your finances don’t hold you back. With the right systems, strategy, and support, you’ll be ready for whatever’s next—whether that’s hiring your first team member, scaling up for the future, or navigating difficult times.

  • Financial Clarity

  • Growth-Focused Strategy Sessions

  • Cash Flow Confidence

 

Client Accounting Services

Keeping your books up to date shouldn’t be a monthly stressor. Our Client Accounting Services take that burden off your plate so you can focus on what you do best. We’re your behind-the-scenes accounting partner—bringing peace of mind, clarity, and support every step of the way.

  • Bookkeeping

  • Reconciliations

  • Reports

 

Tax Planning and Preparation

Tax season shouldn’t be a scramble. With the right plan, you’ll avoid surprises, reduce your tax bill, and make smarter decisions all year long. We help you look ahead, stay compliant, and gain peace of mind without the stress.

  • Tax Planning throughout the year

  • Amend prior year returns

  • Communicate with the IRS

Packages for your needs

  • Basic

    Starting at $750 monthly

    Financial Statements Delivered by the 20th

    Strategy Sessions: Monthly Group Office Hours

    Standard Financial Reporting Package

    Communication Access Email only

    Only Cash Basis Accounting Method

    Cash Flow Projections NA

    Annual Budget Support NA

    Budget Updates (Forecast) N/A

  • Standard

    Starting at $1000 monthly

    Financial Statements Delivered by the 15th of each month

    Strategy Sessions 1x/Quarter

    Standard Reporting Package with recording explaining key changes

    Communication Access: Email + Scheduled Phone Calls

    Accounting Method Cash or Accrual

    Cash Flow Projections Quarterly

    Annual Budget Support Included

    Budget Updates (Forecast)Quarterly

  • Premium

    Starting at $1500 monthly

    Financial Statements Delivered by the 10th of each month

    Strategy Sessions 1X/Month

    Premium Reporting Package with KPIs.

    Communication Access Exclusive Phone Number + Virtual Meetings + Email

    Accounting Method: Cash, Accrual,  Cost Reporting

    Cash Flow Projections Monthly

    Annual Budget Support Included

    Budget Updates (Forecast) Monthly

    Early Access for renewals