One-Time Services
Individual Services
For businesses that need targeted support, we offer a selection of individual services to meet your specific needs. These services are perfect for businesses seeking flexibility without long-term commitments.
Diagnostic Review
Our Diagnostic Review is a thorough examination of your financial records, which we conduct before entering into an agreement. This process allows us to understand your unique needs and tailor our pricing accordingly.
Co-Pilot Bookkeeping
Our Co-Pilot Bookkeeping service is a collaborative approach where you handle some key tasks while we ensure your books remain accurate each month.
Catch-up/Clean-up
If your books haven’t been touched in a while, we’ll bring everything up to date. For existing records that need some attention, we’ll organize, categorize, and reconcile your books.
CFO Services & Consulting
Ready to take your business financial strategy to the next level, but not quite prepared for a full-time CFO? A fractional CFO might be just what you need.
Monthly Packages
Service Packages
Our bundled service packages are designed to provide business owners with flexibility and tailored solutions that suit their specific needs and budget.
Foundation
Our Diagnostic Review is a thorough examination of your financial records, which we conduct before entering into an agreement. This process allows us to understand your unique needs and tailor our pricing accordingly.
Growth
Our Co-Pilot Bookkeeping service is a collaborative approach where you handle some key tasks while we ensure your books remain accurate each month.
Thrive
If your books haven’t been touched in a while, we’ll bring everything up to date. For existing records that need some attention, we’ll organize, categorize, and reconcile your books.
Upscale
Ready to take your business financial strategy to the next level, but not quite prepared for a full-time CFO? A fractional CFO might be just what you need.