These packages are designed to provide a general idea of service levels and investment ranges. They are not fixed tiers—every client receives a customized proposal based on business size, complexity, and specific financial needs.
Starting at $500 / month
Ideal for startups and small businesses needing reliable, consistent financial organization.
Starting at $800 / month
Designed for established businesses ready for deeper financial visibility and operational support.
Starting at $1500 / month
Best suited for growing or multi-entity businesses requiring strategic oversight and detailed reporting.
One-time setup and customization of QuickBooks or NetSuite, including chart of accounts, integrations, and workflow optimization. Pricing varies based on business complexity.
A comprehensive review of your current financial records to identify inconsistencies, inefficiencies, and opportunities for improvement. Includes a detailed findings report and recommended next steps.
For businesses with incomplete or disorganized books, cleanup services restore accuracy and structure. Pricing depends on volume, timeframe, and complexity following an initial diagnostic review.
One-on-one virtual sessions focused on financial strategy, system improvements, and operational clarity. Flexible scheduling designed to support your business as needed.