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Every business is different—and your financial support should be too
I’ve structured my services in tiers so you can choose the level of support that fits your needs right now. Whether you’re looking for reliable day-to-day bookkeeping or more in-depth insight and strategic guidance, there’s an option designed to grow with you.
The Essentials
The Essentials
Starting at $375/mo
Monthly bank & credit card reconciliations
Categorization of income & expenses
Accounts payable & receivable
Monthly close & financial statement preparation
Reports ready for your tax preparer
The Edge
The Edge
Starting at $625/mo
Everything from The Essentials
Cash flow forecasting
Monthly KPI dashboards
Budget vs. actual review
Monthly check-in calls to walk through results
The ELite
The ELite
Starting at $975/mo
Everything from The Edge
Scenario planning (“what if” analysis, expansion, major purchases, etc.)
Quarterly financial strategy sessions to review trends, profit drivers, & actionable next steps
Priority access & on-demand advisory
KPI benchmarking
Other special projects (up to 2-3 hours/month)
The Exceptional
The Exceptional
Starting price varies
A custom mix of the services offered above to fit your specific needs
Ad-Hoc
Ad-Hoc
Billed at hourly rate of $125/hour
Various projects & services as requested
I do not currently offer tax preparation services, however I will work with your tax accountant to provide information.
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