Our Services
Everything Your Business Needs to Stay Financially Sound
From day-to-day bookkeeping to strategic financial guidance, we handle the numbers so you can focus on growth.
Monthly Bookkeeping
Consistent, accurate records every month. We reconcile your accounts, categorize every transaction, and deliver clean books you can rely on — month after month.
- Bank and credit card reconciliation
- Transaction categorization and coding
- Monthly financial close
- Accounts payable and receivable tracking
- Cloud-based access to your books anytime
Financial Reporting
Clear profit & loss statements, balance sheets, and cash flow reports — delivered on schedule and explained in plain language, not accounting jargon.
- Monthly profit & loss statements
- Balance sheet preparation
- Cash flow statements
- Budget vs. actual analysis
- Custom KPI dashboards
Catch-Up Bookkeeping
Behind on your books? We'll get you current fast. Months or years of backlog organized, reconciled, and ready for tax season — without judgment.
- Historical transaction review and coding
- Multi-year account reconciliation
- Missing document identification
- Tax-ready financial statements
- Transition to ongoing monthly service
CFO Advisory
Strategic financial guidance without the full-time cost. Budgeting, forecasting, and growth planning for ambitious businesses ready to scale.
- Annual budget creation and management
- 12-month cash flow forecasting
- Profitability and margin analysis
- Growth and expansion planning
- Monthly strategy calls with David
Pricing
Transparent Pricing
Simple, predictable monthly plans. No surprise invoices.
Starter
For freelancers and early-stage businesses with straightforward finances.
- Monthly bookkeeping (up to 200 transactions)
- Bank and credit card reconciliation
- Monthly P&L and balance sheet
- Email support
- Annual 1099 preparation
Growth
For growing businesses that need more coverage and faster turnaround.
- Monthly bookkeeping (up to 300 transactions)
- Quarterly tax estimates
- Full financial reporting suite
- Priority email and phone support
- Annual tax preparation included
Scale
For established companies needing comprehensive financial management.
- Unlimited transaction volume
- CFO advisory (2 calls/month)
- Cash flow forecasting
- Dedicated account manager
- Same-day response guarantee
Not Sure Which Plan Fits?
Schedule a free 30-minute consultation and we'll recommend the right service level for your business.