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Starting at $749/month
A higher-touch service combining bookkeeping oversight with forward-looking financial guidance and CFO-style support.
This service goes beyond keeping your books clean. We work with you on a monthly basis to help you understand your numbers, identify opportunities, and make smarter, data-driven decisions.
Instead of just seeing reports, you’ll know what they mean — and what to do next.
You’ll gain visibility into your profitability, spending, and cash flow, along with ongoing guidance to keep your business aligned with your goals.
What’s included:
Everything in Essentials
Monthly financial analysis & insights
Trend tracking and red flag identification
Cash flow visibility and guidance
Tax awareness (deductions, optimization opportunities)
Goal-oriented financial tracking
Strategic recommendations based on your numbers
Ideal for business owners who want to grow, improve profitability, and stay in control of their finances.
Starting at $749/month
A higher-touch service combining bookkeeping oversight with forward-looking financial guidance and CFO-style support.
This service goes beyond keeping your books clean. We work with you on a monthly basis to help you understand your numbers, identify opportunities, and make smarter, data-driven decisions.
Instead of just seeing reports, you’ll know what they mean — and what to do next.
You’ll gain visibility into your profitability, spending, and cash flow, along with ongoing guidance to keep your business aligned with your goals.
What’s included:
Everything in Essentials
Monthly financial analysis & insights
Trend tracking and red flag identification
Cash flow visibility and guidance
Tax awareness (deductions, optimization opportunities)
Goal-oriented financial tracking
Strategic recommendations based on your numbers
Ideal for business owners who want to grow, improve profitability, and stay in control of their finances.