Ready to know your numbers?

you're in the right place!

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the CFO

simply put,
i’m your right hand woman.

I’ll record + categorize all income and expenses to save you time and energy, reconcile bank accounts so you aren’t missing out on client payments or overlooking tax deductions, analyze your financial reports and give detailed recommendations to increase your bottom line and grow your business.

You’ll get access to a private client portal and a direct line of communication to me to get your questions answered right away. We’ll also do weekly check-in’s, in addition to our monthly review call, to keep you accountable and on track with your goals.

Ideal for business owners who want me to join their team as Chief Financial Officer while they spend time running their business as CEO and operating in their zone of genius.

Add-ons: Payroll, Inventory, Sales Taxes, and Job Cost or Launch Analysis

starting at $1,000 monthly, plus a
one-time onboarding fee equal to a month of service
(waived for System Setup clients)

the Manager

I’ll record + categorize all income and expenses so you can make the best investments for your business, reconcile bank accounts so you aren’t missing out on client payments or overlooking tax deductions, set a reasonable budget so you can monitor your growth and properly plan for the future, and analyze your monthly expenses so we can increase your bottom line.

You’ll also get access to a private client portal to keep your finances 100% organized. I’ll send a monthly video review, and we’ll get together for a quarterly review call.

Add-ons: Payroll, Inventory, Sales Taxes, and Job Cost or Launch Analysis

starting at $500.00 monthly, plus a
one-time onboarding fee equal to a month of service 
(waived for System Setup clients)


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the Mini

Ready to stay up-to date with your bookkeeping and business finances, but only need to be looking at the books quarterly? This package is for you! I’ll record + categorize all income and expenses so you can make the best investments for your business. You will receive a quarterly video review running through your bookkeeping. You will also gain access to semi-Annual Intensives for performance analysis of your business.

Investment is $250 monthly, plus a
$500 one time fee (waived for System Setup clients)

the Setup

The System Setup is ideal for business owners who need
their initial bookkeeping system set up OR for business
owners who are months behind with their bookkeeping
. We’ll
evaluate your current software if you’re using one, set up
a custom Chart of Accounts, and get your books up to date
so that you can see exactly where you stand with your bottom line.

Investment is $950 one time fee

 
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