We restore your books to a clean, consistent state, including reconciliation, transaction clean-up, and documentation. We don’t provide ongoing maintenance in this tier—that’s where bookkeeping steps in. Starting at: $1,200​

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Clean-Up Packages​

• 1–3 Months Behind (Light Clean-Up) — Designed for accounts that fell slightly behind. We reconcile, clean up transactions, and bring the books current with a clear structure.

• 4–12 Months Behind (Standard Clean-Up) — Built for deeper backlogs. We rebuild month-by-month accuracy and organize documentation so reporting is credible.

• 12+ Months / Multi-Year Clean-Up — For books that require reconstruction. We restore historical accuracy so year-end reporting is clean and dependable.

• Complex Clean-Up (Mixed Use / High Variability) — For mixed business/personal activity, multiple accounts, or high volume. We restore clarity and trust in the numbers.

We handle ongoing maintenance, accurate categorization, and monthly reconciliations. This tier keeps your books clean but doesn’t include strategic forecasting or CFO-level planning. Starting at: $375/month

 

Bookkeeping Packages​​

• Core Bookkeeping — Ongoing categorization and reconciliations that keep your books accurate, stable, and review-ready.​

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• Bookkeeping + Quarterly Review — Core bookkeeping plus quarterly checkpoints to catch issues early and keep the books clean year-round.

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• Clean-Up + Bookkeeping Transition — Start with clean-up, then move into ongoing maintenance so your books stay clear and don’t slide backward.

This is where we move from clean books to strategic growth. We use your numbers to plan cash flow, set budgets, and support decision-making. This tier doesn’t include day-to-day bookkeeping tasks; it’s all about forward-looking strategy. Starting at: $2,000 

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Fractional CFO Packages​

• CFO Foundations — Cash flow planning and budgeting built from clean numbers, with a strategy session to turn the plan into clear next steps.

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• CFO Performance & Insights — KPI tracking and financial analysis that highlights what’s working, what’s leaking, and what to improve next.

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• CFO Strategy & Planning — Higher-level decision support for pricing, margins, hiring timing, expense strategy, and growth direction.

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• CFO Reporting & Analysis — Owner-ready reporting packages that translate financials into clear insights and action priorities.