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Bookkeeping Packages

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Essential

STARTING AT
$195 / Month
The Foundation for Organized, Reliable Books.
  • Monthly Bookkeeping​
  • Bank & Credit Card Reconciliations
  • Income & Expense Tracking
  • Accounts Payable & Receivable
  • Monthly Financial Support

Growth

STARTING AT
$295 / Month

More Insight for Businesses

Everything Essential

  • Monthly financial reporting
  • Cash flow tracking & forecasting
  • Budgeting & financial planning
  • KPI & profitability tracking
  • Monthly financial review & guidance

Advanced

STARTING AT
$495 / Month

Strategic support for new and established businesses

Everything Growth

  • Advanced financial reporting & analysis​
  • Detailed cash flow forecasting
  • Budgeting & scenario planning
  • KPI, profitability & performance analysis
  • Strategic financial guidance & support

Beyond the Books

Business Sales

Buyer & Seller Earnings Quality Reports for Business Transactions
  • Analyze & Normalize Financials
  • Identify Key Adjustments
  • Uncover the True Financial Picture
  • Provide Clarity & Insight
  • Give Buyers & Sellers Confidence
  • Support a Successful Transaction

Business Valuation

STARTING AT
$500
Strategic Business Valuation & Financial Insight
  • Analyze Financial Performance
  • Assess Business Value Drivers
  • Evaluate Revenue & Profitability
  • Review Market & Industry Factors
  • Identify Risks & Opportunities
  • Deliver a Clear Defensible Valuation

What a Fractional CFO Actually Does for You

STARTING AT
$750 / Month
  • Cash Flow Management & Forecasting
  • Budgeting & Financial Planning​
  • Profitability & Pricing
  • Accounts Receivable & Payable
  • Business Growth & Decision Support
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