Business Services
Please see the selection of services we offer below. We work with any type of business: Sole Proprietor, Limited Liability Corporations, S-Corp, and Corporations. And any industry! We can fit any accounting and bookkeeping need that your specific business requires. Our mission is to provide clarity with your finances, so that you can focus on the operations and make the best business decisions that can be made.
Beginner: Bookkeeper
Starting at $250 monthly
Basic Financial Statement Preparation
Bank & Credit Card Reconciliation
Transaction Categorization
Payroll Processing (if applicable)
Chart of Accounts Creation and Management
Estimate & Invoice Template Creation
Intermediate: Accountant
Starting at $1,000 monthly
All Services Under Bookkeeper
Receipt Documentation
Coordination with Tax Accountant
Adjusting Journal Entries
Sales Tax Tracking and Filing
Project Costing and Analysis
Expense and Receipt Tracking
A/P & A/R Reporting
Advanced: Controller
Starting at $2,500 monthly
All Services Under Accountant
Response to IRS & State Tax Notices
Establishment of Internal Controls
Active Monitoring of Balance & Transactions for Bank Accounts & Credit Accounts
Developing Budgets and Doing Budget-To-Actual Analysis
Facilitation of Collection of A/R
Payment and Creation of A/P Systems
In-Depth Reporting & Analysis
Receipt Organization and Management
Advanced+: Fractional CFO
Starting at $5,000 monthly
All Services Under Controller
Strategic Financial Planning
Cash Flow Modeling & Forecasting
Profitability Analysis By Service line/Client
Fundraising and Investor Relations Support
Budgeting and Long-Term Planning
Up To Date Financial Dashboards and Board Reporting
Tracking KPIs and department-level performance
Training and Managing Internal Bookkeeping Staff
Beginner: Bookkeeper
At the foundational level, our Bookkeeping service focuses on the essential day-to-day financial tasks every business needs to stay organized. This includes accurately entering invoices and bills, categorizing expenses within software like QuickBooks or Xero, and reconciling bank and credit card transactions at the end of each month. We also handle payroll entry with multiple different payroll service providers. Each month, you’ll receive clean, reliable reports — such as profit and loss statements and balance sheets — so you always know where your business stands. This service is ideal for solo professionals, independent contractors, or consultants who are looking for someone to focus on the financial aspect of their business - so that they can focus on growing the business and building a team.
Business Characteristics
1-2 Employees
Under 20 Monthly Credit Card Transactions
1-2 Credit Cards Accounts
1 Debit Account
Business Examples
Owner Operator Contractors
Brokers & Sales Agents
Artists, Musicians, Athletes
Consultants & Sole Practitioners
Performers & Freelancers
Intermediate: Accountant
For businesses ready to move beyond basic bookkeeping, our Accountant-level service ensures your financials are not just organized — they’re detailed, accurate, and ready to be handled by a tax professional. We go deeper into your books by making adjusting journal entries, such as depreciation and accruals as well as a focus on monthly accounts receivable and payable reports. We handle a transaction down to the receipt level, ensuring proper tracking and cost accounting. We also create and manage a storage system for your receipts. Whether you need a proper chart of accounts set up, multi-state tax filings managed, or past records cleaned up, we provide the precision and oversight needed to support your CPA or enrolled agent. This level is ideal for growing businesses!
Business Characteristics
2-5 Employees
Under 100 Monthly Credit Card Transactions
2-5 Credit Cards Accounts
2-3 Debit Accounts
Business Examples
E-Commerce Businesses
Inventory Based Businesses
Service Providers with Staff
Brick & Mortar Store Businesses
Advanced: Controller
At the Controller level, we provide structured financial oversight and internal control — giving you full confidence in your reporting and operations. This service includes reviewing and approving monthly financials, enforcing timely month-end closings, and implementing internal controls to safeguard your finances. We help develop budgets and monitor budget-to-actual performance. Whether you need help developing procedures, policies, and protocols, or require reporting that stands up to investor or board scrutiny, this tier delivers consistent, high-integrity financial management. It’s especially valuable for businesses with increasing complexity, such as firms that report to investors, firms requiring granular profitability tracking, or nonprofits with strict grant compliance and audit needs. At this level, we help your financials evolve from reports into reliable, strategic tools.
Business Characteristics
5-10 Employees
Under 200 Monthly Credit Card Transactions
5-10 Credit Cards Accounts
3-5 Debit Accounts
Business Examples
Start-Ups with Investor Reporting
Service Companies with Multiple Projects
Non-Profits with Compliance Guidelines
Inventory Based Companies with Complex Design Structures
Advanced+: Fractional CFO
For business owners ready to elevate their financial decision-making, our Fractional CFO service delivers strategic insight, long-term planning, and executive-level financial leadership — without the cost of a full-time CFO. At this level, we guide high-level initiatives such as cash flow forecasting, financial modeling, budgeting, and profitability analysis across clients, services, or locations. We help you make data-informed decisions, identify growth opportunities, and prepare for key events like raising capital, restructuring, or scaling operations. This service also includes building customized dashboards, advising on tax and entity strategy, and negotiating with lenders or investors. Ideal for businesses exceeding $1M+ in revenue, or those preparing for expansion, exit, or acquisition, our Fractional CFO services offer the kind of care and expertise that transforms financial data into a roadmap for sustainable growth.
Business Characteristics
10+ Employees
200+ Monthly Credit Card Transactions
10+ Credit Cards Accounts
5+ Debit Accounts
Business Examples
Large Online Retail Companies
Developed & Established Service Companies
Companies with Multiple Teams
Companies Looking Into Mergers or Acquisitions
Contact Us
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