This is for clients who currently do not have any bookkeeping in place or clients looking to move their current accounting system to Quickbooks

Is your QuickBooks file a mess? Have your books been neglected for more than 6 months or more and are losing track of your bottom line?

Whether you're months or years behind, our Catch-Up & Clean-Up service is designed to get your financial records accurate, up-to-date, and audit-ready — fast.

Ideal for:

• Tax prep

• Loan applications

• Investor meetings

• New business owners who need a reset

Are you looking for a way to save time and money on bookkeeping so you can focus on growing your business?

For a monthly service, we will deliver clean financials you can rely on month after month. No guesswork, no stress — just accurate records, timely reports, and full peace of mind.

✅ Monthly transaction categorization
✅ Bank & credit card reconciliations
✅ Financial statements delivered on time
✅ Ongoing support for questions & reviews

Make smarter financial decisions with CFO Advisory Services

Our premium monthly CFO service gives you executive-level financial leadership — tailored to your business, without the cost of a full-time hire.

As your fractional CFO, we go beyond the books to help you interpret the numbers, plan for growth, and make informed decisions with confidence. From cash flow forecasting to budgeting, and strategic guidance, we’re your right hand in financial clarity and control.

✅ Monthly financial review & performance insights
✅ Cash flow forecasting & scenario planning
✅ Budget creation & oversight
✅ KPI tracking & strategic advisory
✅ Liaison with CPAs, lenders, and investors

This is not just bookkeeping — it’s financial stewardship.

Designed for:

• Founders/CEOs

• Business owners ready to scale with a trusted partner at the table.

Need expert financial and/or operational guidance without the long-term commitment?

Our 1:1 consultation sessions are designed to give you focused support, fast. Whether you’re sorting out your books, navigating growth, or making a big money decision, you’ll walk away with actionable insight right away.

✅ 30-minute private session via Zoom or phone
✅ Review of your current financial setup or goals
✅ Personalized recommendations and next steps
✅ Follow-up summary delivered within 72 hours

Perfect for:

• New business owners

• DIY bookkeepers who want expert eyes

• Founders preparing for funding, cleanup, scaling or resource allocation needs

Book your session and get the financial clarity you’ve been missing.