Black desk with two sheets of blank white paper, three pens (black, orange and green), and a smartphone with a blank white screen.

Strategic Financial Service Offerings

Most business owners make spending and growth decisions based on their bank balance without realizing that 60-70% of that money is already spoken for.

We give you complete visibility into your true financial position so you can invest, hire, and grow with confidence instead of anxiety. We start by understanding exactly where you are, then build the right combination of bookkeeping, cash management, and strategic guidance to give you the clarity you need to scale safely.

  • Person reviewing financial documents with a laptop, pink mouse, pink calculator, and coins on the table.

    Bookkeeping Essentials

    Clean, reliable monthly bookkeeping for businesses that already have strong financial systems and just need accurate transaction recording. You'll get properly categorized books, timely reconciliations, and tax-ready financials, but this doesn't include strategic guidance, cash flow analysis, or spending capacity insights. Perfect for businesses with an existing CFO or financial controller who handles the strategic work.

    Pricing varies based on transaction volume, number of accounts, and any cleanup required.

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    Foundation Building Service

    Your books are a mess, you're not sure what's safe to spend, and you need to stabilize the chaos fast. This is emergency financial intervention for businesses in crisis mode where we clean up the backlog, build proper systems, and give you visibility on what's happening with your money. Get a clear picture of your true cash position within 30 days.

    Includes complete historical cleanup, professional QuickBooks setup with proper categorization, monthly bookkeeping with cash tracking, and a custom dashboard showing your real spending capacity.

    Initial investment for cleanup plus ongoing monthly support. Monthly cost varies depending on how much cleanup is needed and business complexity.

  • Financial Operations Management

    You have clean books but you're still making decisions based on guesswork because you can't see the full picture. This tier gives you comprehensive bookkeeping plus the strategic cash visibility that actually drives smart decisions. Every month, you'll know exactly what's safe to spend, where your cash is going, and whether you have capacity for that hire or investment you're considering.

    Includes professionally maintained books, 13-week rolling cash flow forecasts showing your true spending capacity, monthly financial reports revealing profitability patterns, and strategic calls where we walk through your numbers and help you make confident decisions.

    Monthly investment based on business size and scope of work.

  • Two professionals, a man and a woman, giving each other a high five in an office. They are smiling and appear happy. The table has papers, a laptop, mugs, and office supplies on it.

    Strategic CFO Partnership

    You're ready for advanced financial leadership and growth planning, not just bookkeeping and cash management. This is full fractional CFO services for businesses planning significant expansion, seeking funding, or navigating complex financial decisions. You'll get everything from Financial Management Service plus weekly strategic access, scenario modeling for growth decisions, pricing and profitability optimization, financial presentation preparation for investors or lenders, and proactive guidance on moves that will impact your business months before they happen. MBA-level insights and C-suite financial partnership without the $200K salary.

    Monthly investment varies depending on scope of work and strategic needs.

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