How We Work Together

Every engagement starts the same way: with clarity. If you need bookkeeping we've got you covered. If you need a little more, then we spend 90 days building the financial foundation your business actually needs. From there, you choose the level of ongoing CFO support that fits where you are and where you're going. All services are scoped and priced according to your businesses needs, goals, and setup. This is what the FREE Financial Clarity Call is for. Schedule your call NOW below!

Services

Bookkeeping & Financial Maintenance

ONGOING ENGAGEMENT

Starting at $750/month

Clean-up or special catch-up projects will be scoped separately.

Monthly transaction categorization & reconciliation
Bank & credit card reconciliation
Monthly financial statements: P&L and Balance Sheet
Cash flow monitoring
QBO-based workflow

The starting point for clean & accurate financials.

90-Day Foundation Program: Business Intelligence Build

ONE-TIME ENGAGEMENT

Starting at $7,500

Your financial system: built from the ground up in 90 days.

Discovery & diagnosis of your current financials
Custom executive dashboard and KPI tracking
Automated monthly reporting & analysis
90-Day Financial Assessment and strategic roadmap
CFO who knows your whole business by Day 90

The starting point of comprehensive CFO advisory.

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CFO Business Intelligence:

Tier One (monthly)

Clean data and real visibility with data maintenance.

CEO Dashboards: Financial, Marketing, Operations
Executive Financial Statements & Summary
Rolling 13-week forecast
Budget vs Actuals Summary
Monthly check-in (30 minutes)
Email/Slack General Support (within 48 business hours)
Advisory is not included

For owners who want minimal advisory.

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Strategic CFO Insight:

Tier Two (monthly)

Everything in CFO Business Intelligence - Tier One, plus:

Business REVIEW Summary Call (45 minutes)
Business STRATEGY Session (45 minutes)
Email/Slack General Support (within 12 business hours)
Basic Advisory Support (2-3 messages per issue)
Complex modeling/scenarios not included

For owners who want routine advisory.

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Executive CFO Advisory:

Tier Three (monthly)

Everything in CFO Business Intelligence - Tier One, plus:

Business REVIEW Summary Call (60 minutes) - extended 15 minutes
Business STRATEGY Session (60 minutes) - extended 15 minutes
2 Additional Support/Strategy Calls (30 minutes each)
Email/Slack General Support (within 4 business hours)
Advanced Advisory Support: Full Service (1-2 issues per month)

For owners with scaling & growth goals.

Schedule a Financial Clarity Call Today!

We'll look at where your business stands, where you want it to go, and what financial and operating systems you need to get there. No pressure, no pitch, just clarity.