Free QuickBooks File Analysis & Consultation!
What Happens During our 6 Weeks program?
The Financial Blueprint is a guided six-week review of your business, starting with where you are today and ending with a clear plan for what comes next.
We’ll review your books, profitability, cash flow, and systems to identify opportunities for improvement. At the end of six weeks, you’ll receive a personalized Financial Blueprint with clear priorities and a 90-day action plan.
Not Sure If the Financial Blueprint Is Right for You? Start with a complimentary 30-minute call. We'll talk about your business, what's working, where you're feeling stuck, and what you'd like to improve.
Other Services
Contact us for a customized consultation to find the best fit for your business
Business Setup & Project Accounting
Starting at $95/hour
Starting a business comes with a lot of financial and administrative setup. We provide flexible hourly and project-based support to help you build the right foundation or tackle specific accounting, payroll, and HR projects as they come up.
- Business registration & formation support, EIN registration
- QuickBooks setup & accounting systems
- Payroll setup & implementation
- Multi-state payroll registration & setup
- Monthly HR & payroll administration
- Sales tax registration & setup
Fractional CFO / Accounting Lead
Get experienced financial support without the cost of a full-time finance executive. We work alongside business owners to understand the numbers, improve financial operations, and turn financial data into better business decisions.
- Budgeting, forecasting & projections
- P&L and profitability analysis
- Cash-flow planning
- Expense & cost-control strategies
- Strategic planning for scaling your business
- Financial systems & automation
- SOPs, processes & internal controls
Monthly Bookkeeping & Accounting
Standard: $1,750/mo
Once your books are clean, we'll help keep them that way. Our ongoing monthly accounting services keep your financials current while giving you better visibility into cash flow, expenses, and business performance.
- Monthly bookkeeping & reconciliations
- Financial statement preparation
- P&L and Balance Sheet review
- Sales tax tracking & filings
- Monthly financial review
- Accounts receivable & payable oversight
- Cash-flow monitoring
- Budget vs. actual reporting
- KPI & dashboard updates
Financial Reset & Cleanup
Behind on your books? Let’s get you caught up.
If your bookkeeping has fallen behind, accounts aren't reconciled, or you simply don't trust the numbers in QuickBooks, our Financial Reset is designed to get your financials back on track.
- Catch-up bookkeeping
- QuickBooks cleanup
- Bank & credit card reconciliations
- Transaction review & corrections
- Chart of accounts cleanup
6months Catch-Up Bookkeeping & Reconciliations | Starting at $750
