Services

✨ Starter: Bookkeeping & Reports

$750–$1,000/ month

For small businesses that need clean books and clear insights.

QuickBooks setup & monthly maintenance
Monthly Profit & Loss and Balance Sheet reports
Light check-in call to review your numbers

⚡ Growth: Reports & Dashboards

$1,500–$2,500/ month

For growing businesses ready to make smarter, data-driven decisions.

Everything in Starter
Custom Excel/Power BI dashboards (Budget vs. Actuals, KPIs, Cash Flow)
Monthly review call to break down results and opportunities
Actionable recommendations to improve financial performance

🚀 Executive: Virtual CFO Partnership

$3,500–$5,000/ month

For established businesses that want a true financial partner.

Everything in Growth
Forecasting & scenario planning (6–12 months ahead)
Cash flow strategy and savings modeling
Bi-weekly leadership strategy calls
Coordination with tax/accounting teams
On-demand financial support when you need it most

Capabilities

📊 Budget Planning & Forecasting

Set clear goals. Track your money. Plan for the future. We help you create realistic monthly budgets and long-term forecasts so you can build a plan that works — and sticks.

💵 Cash Flow Management

Avoid surprises and take control of your business finances. We’ll build tools and reports to track cash flow so you can operate with confidence.

📈 Financial Reporting & Analysis

Make smarter decisions with numbers that make sense. We transform financial data into clear, actionable insights through custom reports and dashboards.

💬 One-on-One Financial Coaching

Build smart money habits — for life. Coaching for individuals and entrepreneurs who want to pay off debt, stay organized, and feel confident managing their money.

📂 Project Budget Tracking

Stay on track, on time, and on budget. We help project managers track spend, purchase orders, and budgets using Excel, Power BI, or your preferred tools.

🧠 Strategic Financial Planning

Think bigger. Plan smarter. Whether you’re scaling your business or preparing for expansion, we’ll help you zoom out, align with your vision, and turn strategy into real financial results.