The best time to plant a tree was 20 years ago. The second best time is now.

• Dedicated Bookkeeper
• 1 day per week transaction processing
• Monthly reconciliation

Monthly Deliverables Include:

• Clean P&L & Balance Sheet

Up to 10 hours per month

24-Hour Email Response

• Dedicated Bookkeeper/Controller,
• Transactional processor (A/P, A/R, Expenses)
• 1 day per week transaction processing
•  Monthly reconciliation

Monthly Deliverables Include:

• Clean P&L & Balance Sheet

Up to 25 hours per month

Same Day Email Response

• Dedicated Bookkeeper/Controller,
• Transactional processor (A/P, A/R, Expenses, Payroll with TPA)
• 2 day per week transaction processing
•  Monthly reconciliation

Monthly Deliverables Include:

• Clean P&L & Balance Sheet

Up to 40 hours per month

2 Hour Email Response

• Annual Vision Casting Meeting
• Monthly Strategy Review Meeting

Monthly Deliverables Include:

• Budget
• Budget Variance
• P&L Review
• Expense Review
• Cashflow Forecast
• Bookkeeping Oversight

Up to 5 hours per week/20 hours per month

24-Hour Email Response

• Annual Vision Casting Meeting
• Monthly Strategy Review Meeting
• Additional Monthly CFO Call 

Monthly Deliverables Include:

• Budget
• Budget Variance
• P&L Review
• Expense Review
• Cashflow Forecast
• Bookkeeping Oversight
• Quarterly Reforecast

Up to 10 hours per week/40 hours per month

24-Hour Email Response

• Annual Vision Casting Meeting
• Monthly Strategy Review Meeting
• Weekly CFO Call 
• Custom: Business, System and Process Improvement

Monthly Deliverables Include:

• Budget
• Budget Variance
• P&L Review
• Expense Review
• Cashflow Forecast
• Bookkeeping Oversight
• Quarterly Reforecast
• Annual Profitibility Review

Up to 20 hours per week/80 hours per month

Same Day Email Response

 Schedule a discovery. Describe your decision block. What is holding you back in your business? 

Not ready for a monthly package? Book business strategy sessions to create a custom plan and accountability. Less spreadsheets, more discussion and accountability.

Not ready for a monthly package? 

Book hourly for one time or adhoc requests as needed.

As a best practice, review your profitability annually for all products and services offered.

Inquire for pricing

Is your team paid appropriately or too much? Custom analysis for salary, hourly and commission-based labor.

Inquire for pricing

Is your business scalable. This is a custom methodology to analyze your products and services based on pricing, volume and scalability.

Inquire for pricing