OUR SERVICES
FINANCIAL FOUNDATION BUILD
Your books are behind, your accounts are a mess, or you're starting from scratch and need it done right the first time. We provide business registration assistance to ensure everything is set up correctly from the beginning. We come in, clean it up, and build the financial foundation your business needs to grow. This includes catch-up reconciliations, financial records management, account cleanup, workflow design, and getting your systems set up correctly so you're never in this position again. It's also ideal for new businesses navigating early setup decisions — entity structure, EIN, chart of accounts, and establishing the right systems in place from day one for effective small business bookkeeping. Starting at $500 — final pricing determined based on scope after initial consultation.
ASK ME ANYTHING: FINANCE EDITION
You've got questions about your numbers and you need real answers — not a Google rabbit hole. Bring your P&L, your messy spreadsheet, your 'am I doing this right?' moment, or your big decision you're about to make. In just 60 minutes, you can receive direct, no-jargon financial guidance from a Director-level operator who has seen it all and will help you navigate your financial records management. Whether you need business registration assistance or insights into small business bookkeeping, this session is designed to provide clarity and direction. Starting at $200.
FINANCIAL OPERATIONS AUDIT
Something feels off. Revenue is up, but cash is tight; your back office can't keep up with your growth, or you just know something isn't working but can't pinpoint what. We provide business registration assistance and dig into your financial operations end to end, identifying exactly what's broken. Our expertise in small business bookkeeping and financial records management allows us to hand you a clear action plan for fixing it.
Starting at $500 — final pricing determined based on scope after initial consultation.
SCALE-READY SYSTEMS
You're done duct-taping your finances together. This is where we build the workflows, automations, and financial infrastructure that let your business run like the operation it's becoming. From platform setup and integrations to SOPs and reporting systems — using tools like QuickBooks, NetSuite, Bill.com, Coupa, and Tipalti. Additionally, we offer business registration assistance and financial records management to ensure your small business bookkeeping is seamless and efficient.
Custom pricing — schedule a discovery call to get started.