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.

Your business is unique. Let’s find the service that fits you best.

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