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


Chinese Proverb

Bookkeeping Packages

Starter $350

Standard $800

Standard $800

  • 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

Find out more

Standard $800

Standard $800

Standard $800

  • 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

Find out more

Premium $1200

Standard $800

Premium $1200

  • 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

Find out more

Small Business Strategy Packages

Starter $1500

Standard $3000

Standard $3000

  • 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

Find out more

Standard $3000

Standard $3000

Standard $3000

  • 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

Find out more

Premium $5500

Standard $3000

Premium $5500

  • 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

Find out more

A La Carte Services

Free 30 Minute Consultation

Monthly Coaching Sessions $250

Monthly Coaching Sessions $250

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

Find out more

Monthly Coaching Sessions $250

Monthly Coaching Sessions $250

Monthly Coaching Sessions $250

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

Find out more

CFO Hourly $75

Monthly Coaching Sessions $250

Profitability Analysis

Not ready for a monthly package? 

Book hourly for one time or adhoc requests as needed.

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Profitability Analysis

Labor & Compensation Analysis

Profitability Analysis

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



Inquire for pricing

Find out more

Labor & Compensation Analysis

Labor & Compensation Analysis

Labor & Compensation Analysis

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


Inquire for pricing

Find out more

Scalability Model

Labor & Compensation Analysis

Labor & Compensation Analysis

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


Inquire for pricing

Find out more

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