Business Services

Success package

Designed to create more time margin and remove the weight of day to day accounting for the client, this package includes vital tasks that are needed for every organization such as bookkeeping, monthly reports, and bank account reconciliations. This package is meant to set you up for success.

strategy package

Created with the CEO in mind, this package is designed to serve as the Fractional CFO by offering customizable KPI reports, budget projections, cash-flow forecasting, strategic planning session. This package also includes everything in the Success packages.

Business Consultation Retainer

This service is ideal for small to midsize businesses and non-profits for financial consulting in the organizational startup stages or organizations that need consistent business financial advice throughout the year.