How We Can Help
We believe in taking the stress out of your numbers. With practical support and honest guidance, we help you feel in control and ready to take the next step.
Strategic Financial Advising
Starting at $500/month
Monthly advisory sessions for planning and decision-making
Cash flow forecasting, pricing strategy, and growth roadmaps
Guidance for big decisions like hiring, expansion, or launching new services
Great for: Owners who want expert insight to make confident, informed choices.
Strategic Financial Advising
Ongoing support for planning and decision-making
Cash flow forecasting, pricing strategy, and financial roadmaps
Data-driven guidance before big moves like hiring, scaling, or launching
Great for: Owners ready to make informed, confident business decisions.
Financial Clarity & Bookkeeping
Financial Clarity Sessions
One-on-one walkthrough of your reports
Actionable insights + Q&A
Follow-up summary with key recommendations
Starting at $250/One-Time Session
Hourly Consulting
Flexible, pay-as-you-go support
Clear answers to your financial questions
Guidance on budgeting, cash flow, or profitability
Help untangling reports or preparing for tax season
Space to talk through any financial challenge
Starting at $150/Hour
Monthly Bookkeeping & Reporting
Accurate monthly bookkeeping
Clean, easy-to-read reports
Monthly check-in to review results
Starting at $300/month
Financial Guidance & Cleanup
Catch-Up & Clean-Up Accounting
Review and organize past records
Correct errors and reconcile accounts
Prepare clean reports for tax compliance
Custom Pricing
Business Tax Services
Tax Preparation
Federal and state business tax returns
Year-end reconciliation
Filing support and guidance
Starting at $350 per return
Tax Strategy & Planning
Proactive planning to minimize tax liability
Deduction and structure optimization
Long-term tax-saving strategies
Starting at $300/session
Not sure where to start?
Book a free consultation to review your needs and find the package that fits your business best.
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