FRACTIONAL CFO

Unlock expert growth-driven financial planning and strategies with me as your Fractional CFO. Together we’ll maximize profits and manage cashflow effortlessly.

MONTHLY BOOKKEEPING

Looking for hassle-free bookkeeping? Let’s organize your financials and propel your business toward growth.

  • Business income and expenses classified

  • Business bank accounts reconciled

  • Monthly financial reports delivered

  • Unlimited email support

Starting at $450/ month

Perfect for small businesses without a dedicated bookkeeper. We tidy up your books, ensuring they’re tax-ready. Say goodbye to financial clutter and hello to seamless tax preparation.

Starting at $4,200 for set up or clean up

BOOKKEEPING SOFTWARE SET UP OR CLEAN UP

TAX PREPARATION AND FILING

We’ve partnered with a team of tax experts to help you navigate complex tax regulations, maximize deductions, and ensure compliance. From meticulous preparation to strategic planning–we take tax preparation and filing off your plate.

Starting at $750

1:1 PLANNING FOR
PROFIT SESSIONS

Transform your business with a goal-driven financial approach tailored just for you. Included:

  • 1-hour financial strategy and planning call to address roadblocks and frustrations keeping you stuck

  • Thorough review of your existing financials

  • Personalized strategic financial plan with step-by-step and call notes to implement with ease

Starting at $599