SMALL BUSINESS ACCOUNTING
Billing & Invoicing
Set up invoicing, payment tracking, reminders, and collections workflows that help you get paid on time. We streamline your billing process, reduce manual follow-ups, and give you better visibility into what's owed so you can focus on running your business.
Starting at $500— final pricing determined by the complexity of your billing processes and system requirements.
Financial Planning & Advisory
Understand where your money is going and make better decisions about where your business is headed. From budgeting and cash flow forecasting to financial reviews and fractional CFO guidance, we help turn your numbers into practical strategies for sustainable growth.
Starting at $350— one-time engagements quoted based on your financial planning and advisory needs.
BOOKKEEPING CLEANUP & SETUP
Behind on your books? Starting a business and not sure where to begin? Or maybe your numbers just aren't making sense anymore. We help you get your financial records back on track by cleaning up transactions, reconciling accounts, organizing your chart of accounts, and setting up QuickBooks to work for your business. Whether you're catching up on months of bookkeeping or building your accounting foundation from scratch, the goal is simple: accurate books, organized processes, and financial information you can actually rely on.
Starting at $500 — final pricing determined by the condition of your books and scope of work.
TAX PREPARATION & SALES TAX
Tax season shouldn't feel like a guessing game. Whether you're filing an individual return, reporting business income, or managing sales tax obligations, we help you understand what needs to be filed and when. From organizing tax documents and identifying eligible deductions to preparing returns and helping you stay on top of filing requirements, our goal is to make tax season less stressful and more manageable.
Individual tax preparation starting at $150.
Business returns and sales tax services priced based on complexity.
FINANCIAL OPERATIONS & SYSTEMS
Financial Operations Audit
Your business is growing, but are your financial processes keeping up? Maybe your team is spending too much time on manual tasks, your systems aren't communicating, or your reporting doesn't give you the visibility you need.
We take a closer look at how your financial operations actually work—from day-to-day accounting processes and internal controls to reporting, systems, and workflows. We identify inefficiencies, uncover gaps, and provide a practical action plan to help you build a more organized, efficient, and scalable finance function.
Starting at $750 — final pricing determined by the size, complexity, and scope of your operations.
QuickBooks Setup & Automation
Starting fresh with QuickBooks or feeling like your current setup is creating more work than it saves? We help you organize and optimize QuickBooks to fit how your business actually operates. From setting up your chart of accounts and connecting financial tools to automating repetitive tasks and improving reporting, we build practical workflows that save time, reduce manual work, and give you more reliable financial information.
Starting at $500 — final pricing determined by the complexity of your setup, integrations, and automation needs.
NetSuite System & Implementation Support
Your NetSuite system should support your business, not slow it down. Whether you're dealing with inefficient workflows, reporting limitations, integration issues, or preparing for a new implementation, we help bridge the gap between your finance team and technical resources. From identifying system improvements and strengthening financial controls to supporting enhancements, testing, and implementations, we focus on making NetSuite work better for your business.
Starting at $175/hour — project-based engagements and implementation support quoted based on scope and complexity.
Finance Office Hours
Sometimes you don't need a long-term consultant. You just need someone who understands finance and accounting to help you work through a challenge. Whether you're struggling with financial reports, bookkeeping questions, cash flow concerns, system issues, or an upcoming business decision, Finance Office Hours gives you dedicated time to ask questions, explore solutions, and get practical guidance without committing to an ongoing engagement.
$175 per 60-minute session — additional consulting or implementation support quoted separately.