Free 15-minute consultation. Call (385) 977-9959
Step Into The Support You Need
Every level is built to help you make better decisions, grow, and keep more of what you earn. No long-term contracts. Not sure which fits? Book a free 15-minute call and we'll tell you where we'd start.
Starter: Essential Bookkeeping
Starting at $350/Mo
Best for simple books and lower transaction volume.
- Monthly reconciliations and categorization
- Monthly financial statements
- Quarterly check-in call
- Email support
Core: Full-Service Bookkeeping
Starting at $750/Mo
Best for growing businesses that want a monthly look at what is driving profit.
- Everything in Starter
- Higher volume and multiple accounts
- Reporting with trend tracking
- KPI dashboard
- Monthly review call
- Priority email support
Growth: Bookkeeping + Forecast & Advisory
Starting at $1250/Mo
Best for owners who want a plan to grow revenue and improve margins.
- Everything in Core
- 13-week cash flow forecast
- Budget vs. actual reporting
- Quarterly strategy review
- Custom KPI tracking
- Financial analysis as needed
Fractional CFO: Strategic Advisory
Starting at $2000/Mo
Best for owners who want a CFO driving growth, profit, and big moves like capital raises and M&A.
- Cash flow and treasury management
- Board and investor reporting
- Capital raise and refinancing support
- M&A advisory and due diligence
- KPI dashboards and strategic financial planning
- Direct access to a senior CFO
Project Work
Custom Pricing
Best for one-time needs like M&A support, exit prep, capital raises, or restructuring. Priced by scope.
Ready to take the next step?
Book a free 15-minute call. Referrals welcome.
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