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Package 1: Financial Foundation

Includes:

  • Monthly reconciliations
  • Transaction categorization
  • Monthly financial statements
  • Month-end review
  • Tax-preparer coordination
  • Basic email support


Our dedicated bookkeeping team keeps everything in order so you can focus on growing your business. With real-time financial data at your fingertips, you’ll have the clarity needed to manage cash flow, identify trends, and plan for future success.

*Packages starting at $650 per month (depending on transaction volume & complexity)*
 

 

Schedule a Quick Call
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Package 2: Financial Clarity

For owners who need accurate books and help understanding them.


Includes:
  • Monthly reconciliations
  • Transaction categorization
  • Monthly financial statements
  • Month-end review
  • Tax-preparer coordination
  • Basic email support
  • Monthly management report
  • Cash-flow monitoring
  • Key performance indicators
  • Monthly financial review call
  • Profitability observations
  • Recommended action items
 

We provide financial reporting and analysis to help you better understand the financial health of your business.


Results:
-optimize spending
-improve cash flow management
-develop strategies to increase revenue and profitability

Gain the tools needed to drive business success with confidence and clarity.


*Packages starting at $1150 per month (depending on transaction volume & complexity)*
Book Your Free Strategy Call
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Package 3: Strategic Finance Partner 

For established businesses needing fractional CFO support.

 
Includes:
  • Cash-flow forecasting
  • Annual budget
  • Pricing and margin analysis
  • Department or project profitability
  • Financial dashboards
  • Leadership or board reporting
  • Scenario planning
  • Monthly or twice-monthly strategy meetings


When your business has outgrown basic bookkeeping but isn't ready for a full-time CFO, we can work with you on:

Cash flow forecasting

Budget planning

Pricing strategy

Profitability analysis

Financial KPIs

Board reporting

Decision support

Business growth planning

*Custom pricing based on transaction volume and complexity*
Book a 30-Minute Strategy Session
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Catch up Bookkeeping

Catch-up bookkeeping is essential for businesses that have fallen behind on their financial records. Whether due to time constraints, lack of resources, or unexpected challenges, unorganized books can create stress and make it difficult to understand your financial health. By reconciling past transactions, organizing accounts, and ensuring accurate financial reporting, catch-up bookkeeping helps businesses regain control and stay compliant with tax regulations.

With professional catch-up bookkeeping services, you can clean up months—or even years—of financial backlog efficiently and accurately. This process not only provides clarity on past financial performance but also sets the foundation for better financial management moving forward. By staying up to date, you’ll make informed decisions, avoid costly errors, and ensure smooth operations for the future of your business.
Schedule a Quick Call

Schedule Your Free Consultation Today

Take the first step towards growing your business by contacting us for a free consultation.
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