Services

Our packages range from helping you organize to helping you grow. Please review our options below and let us know what your needs are.

Keep It Simple

  • QuickBooks Online + Dext or Hubdoc Included

  • Monthly Recordkeeping

  • Clean up of balance sheet/P&L

  • Up to 5 Bank/Credit Accounts

  • Unlimited Communication

  • Quarterly Debriefs (reports & video)

  • Annual Financial Presentation

  • Annual 1099 Filings + Compliance

Level Up

Everything listed in “Keep it simple"
 With the additions of:

  • Unlimited Bank accounts

  • Unlimited Transactions

  • Monthly Journal Entries

  • Budget & Forecasting support

  • Debrief Reports & Video are Monthly

Fractional CFO Services

Everything Listed in “Level Up” Package
With the additions of:

  • Budgeting and analysis support

  • Forecasting & Cash Projections 

  • Design and implementation of internal controls

  • Accrual Accounting Support

  • Audit Prep and Support

Book a free consultation today!

“Accounting is not just about counting beans; it’s about making every bean count.”

—William Reed