Our Services
🌱 Essential Books
For small, stable businesses that need clean books and compliance
✔ Monthly bookkeeping (categorized transactions)
✔ Bank & credit card reconciliations
✔ Monthly financial statements (P&L, Balance Sheet)
✔ Chart of accounts maintenance
✔ Email support (48-hour response)
✔ Year-end accountant-ready books
🚀 Growth Advisory
For growing businesses that want insight, not just reports
✔ Everything in Essential Books
✔ Monthly financial review summary (written insights)
✔ Cash flow tracking & trend analysis
✔ Budget vs. actual reporting
✔ Quarterly advisory call (60 minutes)
✔ Sales tax tracking & reporting support
✔ Priority email support (24-hour response)
⚜️Premium Advisory
For owners who want a financial partner and strategic guidance
✔ Everything in Growth Advisory
✔ Monthly advisory call (60 minutes)
✔ Rolling 12-month cash flow forecast
✔ Profitability analysis by service/product
✔ KPI dashboard & scorecard
✔ Pricing & margin optimization support
✔ Scenario planning (“what-if” modeling)
✔ Direct text access
✔ Same-day support