Services
Four ways to put your numbers in order.
Start where your books are today. Most clients begin with one service and add another as the business grows.
Starting at $300/month
Monthly Bookkeeping
The foundation. Every account reconciled, every transaction categorized, and a monthly financial package the owner can trust.
Best forBooks in reasonable shape that need to stay current and reconciled.
Starting at $1,500, one-time
Business Health Check
A three-week diagnostic of the business’s finances. Four areas, each scored on its own, with a written report and a step-by-step action plan for each weakness.
Best forOwners who want a full, outside read before a big decision.
Starting at $1,500/month
Fractional Controller / CFO
For owners who need more than clean books: a real monthly close, the numbers that drive the business, and someone to think through decisions with.
Best forGrowing businesses that need a close, margins, and a cash forecast.
Quoted per project
Cleanup & Catch-Up
For books that are behind, inconsistent, or were never set up right. Brought current and correct, then handed off to monthly bookkeeping or back to your team.
Best forBooks that are behind, inconsistent, or were never set up right.
Bookkeeping or controller?
Both include a monthly call. The difference is depth.
Monthly Bookkeeping
Records accurate and closed every month, with a monthly call to walk through the financials: what happened in the month, what to watch, and your questions.
Monthly BookkeepingFractional Controller / CFO
A deeper layer on top: a KPI report, margin by job, product, or customer, a rolling cash forecast, and an hour-long review focused on what drives the business and where to grow.
Fractional Controller / CFONot sure where to start?
Two good places to begin.
Want the full picture first?
The Business Health Check scores four areas of the business against industry benchmarks and gives you a written plan. Three weeks, from $1,500.
Start with a Health CheckRather talk it through?
A 30-minute discovery call, no charge. We’ll tell you plainly which service fits, or whether we’re the right firm at all.
Book a discovery callWant to see what working together looks like? How we work
Your numbers, held to a higher standard.
Thirty minutes, no charge. Tell us about the business and what you need from your numbers.