Services

All packages can be customized to fit your business’s unique needs. Schedule a consultation with me so I can start freeing up your time while saving you money.

 

 


 

Startup Package

  • Up to 2 Bank Accounts and/or Credit Cards
  • Up to 100 banking transactions per month
  • Monthly Account Reconciliation
  • Quarterly Financial Statements (Income Statement, Balance Sheet, and Statement of Cash Flows)
  • Up to 1 hour of scheduled discussion time per quarter

Starting at $325/month

 

 


 

Standard Package

(recommended)

  • Everything in the Basic Package Plus:
  • Monthly Financial Statements (Income Statement, Balance Sheet, and Statement of Cash Flows)
  • Customized Budget and Tracking
  • Up to 1 hour of scheduled discussion time per month

Starting at $375/month

 

 


 

Advanced Package

  • Everything in the Standard Package Plus:
  • 2 Additional Bank Accounts/Credit Cards + 50 Additional Transactions
  • Quarterly Benchmarking

 Starting at $425/month

 

 


 

Additional Services

  • Additional Bank Accounts/Credit Cards
  • Accounts Payable
  • Accounts Receivable

Contact Me for a Quote

 

 


 Request your free consultation