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What We Offer

  • This package is ideal for small businesses with existing bookkeeping systems but need clarity without full advisory support. This package designed for clients seeking basic oversight and error identification.

    • Monthly review of bookkeeping records

    • Bank and credit card reconciliation oversight

    • Identification of discrepancies and inconsistencies

    • Basic monthly financial reports:

      • Profit & Loss Statement

      • Balance Sheet

    • Email support (response within 48 hours)

  • This package is ideal for clients with a growing business that needs structure and insight. This package would assist owners with making financial decisions without clear data. Also, assist organizations preparing for growth or transition.

    Enhanced Financial Oversight:

    • Full monthly financial review and adjustments

    • Detailed financial reporting with written summary

    • Cash flow visibility and tracking

    Budget & Planning:

    • Initial budget development

    • Monthly budget-to-actual comparison

    • Financial trend analysis

    Advisory Support:

    • Quarter financial review

    • Recommendations for financial improvement and efficiency

    • Guidance on financial decision-making

    Email Support (Response within 24 hours)

  • This package is for established businesses needing executive-level support. We assist with internal financial leadership and clients looking for a long-term financial partner.

    Executive-Level Financial Management:

    • Comprehensive financial oversight and coordination

    • Advanced reporting with executive summaries

    • KPI tracking and performance insights

    Payroll & Compliance Oversight:

    • Payroll review and process alignment

    • Compliance monitoring (state/federal requirements)

    • Internal control recommendations

    Financial Cleanup & Organization:

    • Ongoing financial cleanup included

    • Historical corrections and account restructuring

    • Chart of accounts optimization

    Strategic Partnership:

    • Priority access for ongoing advisory

    • Unlimited email communication

    • Additional strategy sessions as needed

    • Monthly financial review

  • Financial Cleanup Project

    • $199 – $5,000

    • Full review and correction of financial records

    • Reconciliation and restructuring

    Budget Development (Standalone)

    • $150 – $2,000

    • Custom budget creation with projections

    Policy & Procedure Review/Revisions

    • $250 – $1,500

    • Financial policies, internal controls, and workflow review

    Payroll Setup / Review

    • $150 – $1,000

    • System setup, audit, or correction

    and more, ask your Financial Strategist today!

    Executive Document Services

    • Notary Public Services

    • Print, Copy, Scan, and Upload Document Services

    • Business Document Support

      • Business Document Organization

      • Financial Statement Preparation

      • New Business Startup Consultation

      • Administrative Assistance