Growth changes everything. Your financial strategy should evolve with it.
Monthly Service Packages for Businesses Making $250k+/Year
Essentials
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Monthly close process
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Bank & credit card reconciliation
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Basic P&L and balance sheet
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QBO transaction categorization
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Onboarding review (month 1)
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30min Monthly Advisory Call
$1,000/Month
Core
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Everything in Essentials
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QBO chart of accounts maintenance
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Project level profitability tracking
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Budget vs. actual reporting
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Cash reporting and management
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1099 tracking & compliance
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30min Monthly Advisory Call
$1,500/Month
Full-Service
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Everything in Core
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Cash flow forecasting (30–90 day)
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Multi-entity reporting
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Fixed asset and depreciation schedules
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Investor & lender reporting packages
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AP/AR oversight
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Mutual NDA included
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30min Monthly Advisory Call
$2,500/Month
Built For Your Unique Needs
Additional Services
Catch-Up Bookkeeping
Quickbooks Setup
Historical Financial Cleanup
Behind on your books? We'll bring your bookkeeping up to date, organize past transactions, and help you get a clear picture of where your business stands financially.
Start with the right financial foundation. We'll help set up your QuickBooks account, customize it to your business, and organize your chart of accounts so managing your finances feels simpler from day one.
When past financial records are disorganized or inaccurate, it can be difficult to know where your business stands. We'll review and clean up historical financial data to improve accuracy and give you a more reliable picture of your business's financial health.
Give your business a clearer financial direction. We'll work with you to create a practical budget based on your goals, expenses, and expected revenue, helping you plan ahead, manage cash flow, and make more informed decisions.
Business Budgeting
Month-End Close
1099 Compliance
Bank & Account Reconciliation
Full monthly close process including journal entries, accruals, and prepaid amortization — done on a consistent schedule.
Contractor tracking, W-9 collection, and year-end 1099-NEC filing to keep you compliant with IRS requirements.
All bank, credit card, and loan accounts reconciled to the penny. Discrepancies caught and resolved before they compound.
Get financially prepared for your next business opportunity. We'll help organize financial records, prepare supporting financial documentation, and provide the financial clarity needed to support your SBA loan application.
SBA Loan Preparation
You've built something worth growing. Let's plan for what's next.
Imagine having a clearer understanding of what's driving profitability, knowing what your business can support financially, and having a plan for where you're headed.
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With accurate financial information and thoughtful guidance, you can spend less time reacting to the numbers and more time using them to shape what's next.
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Your business has come a long way. Let's make sure your financial strategy is keeping pace.
