Bookkeeping Services
Growing small businesses
Monthly bookkeeping that keeps your ledgers clean, reconciled, and ready for tax season.
- Monthly reconciliations
- Profit & loss reporting
- Expense categorization
- Dedicated bookkeeper contact
$300 – $600 / mo
Get StartedCorporate Tax
Entities preparing for filing
Organized tax preparation support so filings start from complete, well-documented books.
- Document organization
- Filing checklist
- Estimated tax notes
- CPA coordination support
$500 – $1,200
Get StartedCFO Advisory
Owners needing financial direction
Advisory sessions focused on forecasting, budgeting, and clear financial decisions.
- Monthly forecast review
- Budget vs. actual analysis
- KPI reporting
- Strategy call with leadership
$800 – $1,500 / mo
Get StartedTax Strategy
Businesses planning ahead
Proactive planning sessions that reduce year-end scramble and improve documentation habits.
- Annual planning session
- Quarterly check-ins
- Documentation checklist
- Written strategy summary
$400 – $900
Get StartedLoan Consultation
Commercial funding applications
Lender-ready financial packaging and application support for commercial funding requests.
- Financial package prep
- Statement cleanup
- Debt schedule support
- Document index for lenders
$450 – $950
Get StartedVirtual CFO
Teams needing fractional leadership
Ongoing fractional CFO support with cash-flow modeling and executive reporting.
- Monthly CFO pack
- Cash-flow modeling
- Scenario planning
- Scheduled office hours
$1,200 – $2,500 / mo
Get Started