SERVICES

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ACCOUNTING

I provide you with a business financial picture for unaudited financial statements, which includes:

  • Profit and loss or income statement

  • Balance sheet

  • Cash flow statement

  • Analysis of financial information
     

This service also includes: general ledger chart of accounts with proper classification and  proper financial reporting. Delivery of reports are emailed on a monthly basis and include one in-person or virtual meeting.

*Starting at $400 / month

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BOOKKEEPING

Record keeping made easy! Let me take care of your business details, which includes:

 

  • Record transactions

  • Reconcile bank accounts

  • Run financial reports
     

Once complete, this first step in the process can help you get on track and better understand your business results. We then work out a process for obtaining this information each month. Typically, this involves combined access for online bookkeeping.

*Starting at $400 / month

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CONSULTING

Advise you on the health of your business and create a strategy for cost improvements, which may include:

 

  • Set goals and create roadmap

  • Look at long-term projections

  • Change management implementation
     

Simply put, this service offers business advice on a project of your choice to help your business success from a trusted business advisor. I will meet with you on a monthly basis throughout the engagement to review everything and brainstorm. 

*Starting at $400 / month

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*Starting at $900 / month

BEST VALUE: THE FULL PACKAGE

Making the ABCs of your business as easy as 1-2-3. 

 

A - Accounting

B - Bookkeeping 

C - Consulting 

Let me take care of the record-keeping and financial details so you can focus on what matters most - your business.

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*Starting at $1500 / month

CFO - Chief Financial Officer

ABC Package Plus

This package is completely customizable to your specific business needs.

 

May include but not limited to:

  • Strategic Business Planning: up to 4 hours each month 

  • Customized business advisory options

  • Yearly budget

  • Forecasting

  • Actuals vs Budget

  • Actuals vs Forecast

  • Overall business health analysis

  • Weekly check-in: up to 1 hour

DIY With a Piece of Mind Packages

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Package Sparkle 

  • Up to one hour 

  • Meet monthly 

  • Come with your questions 

  • Come prepared 

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Package Shine

  • Meet quarterly 

  • up to 2 hours 

  • come with your questions 

  • come prepared 

*Prices may vary depending on company size and scale

Not sure what package matches your needs?

Let's chat!

Additional Products