Includes:
• Monthly consulting session (60 minutes)
• Basic bookkeeping support
• Administrative support (up to 10 hours/month)
• Email support
• Operational recommendations
Includes:
• Bi-weekly consulting sessions
• Bookkeeping and financial organization
• Administrative support (up to 20 hours/month)
• Priority email support
Includes:
• Weekly consulting sessions
• Bookkeeping oversight
• Strategic planning
• Administrative support (up to 40 hours/month)
Financial clarity and operational alignment for sustainable growth.
Includes:
• Up to 3 accounts reconciled
• Categorization of transactions
• Monthly financial statements (P&L + Balance Sheet)
• 30-min monthly financial check-in
Includes:
• Up to 6 accounts reconciled
• Vendor & expense management
• Monthly financial statements
• Cash flow tracking
• Budget vs. actual reporting
• 45-min strategy call
Includes:
• Everything in Growth
• KPI tracking dashboard
• Forecasting support
• Quarterly financial planning session
• Coordination with CPA
Turning strategy into action through structured operational support.
10 Hours Monthly Support
Operational organization & administrative rhythm
20 Hours Monthly Support
Systems implementation & project coordination
30 Hours Monthly Support
Strategic operational partnership for growth
Create focus, operational rhythm, and sustainable progress toward what matters most.
A concise check-in to recalibrate your priorities, remove obstacles, and reestablish your operational rhythm.
2 - 30-minute sessions per month
A balanced coaching session focused on aligning priorities, strengthening systems, and building consistent execution.
2 - 45-minute sessions per month
A full strategic coaching session focused on designing systems, clarifying direction, and creating sustainable progress.
2 - 60-minute sessions per month
$150 One-Time Setup Fee for all bookkeeping services. All services paid for on the 1st of month. When payment is not received services will be suspended until payment is received.
Sign up to hear from us.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.