Empower Your Business with Tailored Financial and HR Solutions

The Foundations package gives small businesses a solid financial base to build on. Think of it as your “done right, done consistently” bookkeeping partner.

Perfect for:

• Solo entrepreneurs & small businesses with straightforward finances

• Owners who want clean, accurate books without the hassle of DIY bookkeeping

• Businesses not yet ready for advanced reporting or HR advisory, but who need reliable compliance

What’s Included:

‣ Services

• Monthly transaction categorization and reconciliations

• Clear, accurate financial records

• Quarterly compliance check-ins

(Optional add-on: Payroll processing for employees)

‣ Key Benefits

• Stay organized with reliable books you can trust

• Avoid surprises with regular check-ins

• Free up your time to focus on running your business

‣ Deliverables

• Monthly reconciled financial reports

• Quarterly review summary

Starting at: $500/month

The Growth package adds strategy and support to your financial foundation. It’s designed for businesses ready to scale with confidence.

Perfect for:

• Growing businesses adding employees or expanding operations

• Owners who want more insight into their financial health through deeper reporting & quarterly planning

• Teams that need HR compliance guidance but don’t yet require full HR management

What’s Included:

‣ Services

• Everything in Foundations

• Advanced financial reporting and analysis

• HR compliance and advisory support

• Quarterly planning sessions

• Annual financial review

(Optional add-ons: Annual tax preparation, payroll processing)

‣ Key Benefits

• Gain insight into how your business is performing

• Stay compliant as you hire and grow your team

• Make smarter decisions with quarterly strategy support

‣ Deliverables

• Monthly reconciled books and reporting

• HR compliance checklists and recommendations

• Quarterly planning session notes and action steps

• Annual financial review report

Starting at $1,000/month

The Executive package gives you high-level financial leadership without the cost of a full-time CFO. Perfect for businesses that need strategy, forecasting, and advanced planning alongside strong financial management.

Perfect for:

• Established businesses with multiple revenue streams or more complex financial structures

• Owners who want proactive tax strategy & financial forecasting, not just bookkeeping

• Teams that need CFO-level guidance to make informed, growth-focused decisions

What’s Included:

‣ Services

• Everything in Growth

• Virtual CFO advisory sessions each month

• Detailed cash flow forecasting and budgeting

• Comprehensive tax strategy planning

(Optional add-ons: Annual tax preparation, payroll processing)

‣ Key Benefits

• Strategic guidance for big-picture business decisions

• Proactive planning to reduce tax liability

• Forecasting tools to help you manage cash flow and growth

‣ Deliverables

• Monthly CFO advisory reports and meeting notes

• Cash flow forecasts and budgets

• Tax strategy recommendations

• Ongoing compliance and HR support

Starting at $2,000/month