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Your Tailored Bookkeeping and CFO Solutions

From Owner's Stress to Financial Success

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​Quickbooks cutting-edge AI handles the data entry and routine tasks

(i.e. core categorization and reconciliation) with unmatched efficiency, freeing

me to leverage my 18 years of experience as a business owner and a bookkeeper

to focus on your profit and strategic growth. 

 

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Monthly Service Packages​​

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Note: All packages assume the use of Quickbooks Online (QBO) and are a fixed,

predictable monthly fee, so you never have to worry about surprise hourly bills.​

 

Over-limit policy (e.g., transactions over the limit are billed at a project rate

or trigger an upgrade discussion) A project rate is a fixed, one-time fee

agreed upon before the work is done, based on the volume and

complexity of the overflow tasks.

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Essential Clarity Package

Ideal For: New or Very Small Businesses

 

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Initial Assessment: Review current financials (Clean-up or Setup quoted separately if required)

​Core Monthly Bookkeeping: Up to 75–125 transactions per month / 1 bank & 1 credit card account

​A/R & A/P Management: Basic tracking of outstanding invoices / bills (active payment or invoicing

management excluded)

​AI-Driven Accuracy: Expert oversight and review of all AI-categorized transactions

​Simple Financial Reports: Monthly Profit & Loss (P&L), and Balance Sheet

​Quarterly 30-minute Financial Review: Analyze reports, address pain points, and ensure your

business is tracking toward profitability

​Essential Support: Email, chat, and phone support for basic questions (Response time

typically within one business day)

​Monthly Training: Access to monthly QBO tips or focused guidance tailored to common client needs

 

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​​The Benefit: I remove the anxiety that comes with messy books. I ensure your financial

foundation is clean, compliant, and ready for your CPA every single month, giving you the peace

of mind and valuable time you need to focus entirely on growing your business without the

constant worry of errors or deadlines.

 

 

Price: $350 – $550/month

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Growth Focus Package (Most Popular)

Ideal For: Established Small to Midsize Businesses

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​Initial Assessment: Review current financials (Clean-up or Setup quoted separately if required)

Core Monthly Bookkeeping: Up to 125–250 transactions per month / Up to 3 bank & 3 credit card accounts

Active Cash Flow Management: I proactively manage your Accounts Receivable (A/R) by creating and

sending customer invoices and handling basic collection follow-up. I also manage your Accounts

Payable (A/P) by processing and scheduling vendor bill payments—ensuring timely payments and

stable cash flow.

AI-Driven Accuracy: Expert oversight and review with manual reconciliation of complex transactions

Enhanced Financial Reports: Includes all core reports plus customized reports (e.g., spending trends)

Quarterly Strategic Review Call (Your Owner Advantage): We review the numbers together to identify opportunities for growth and maximize profitability

Dedicated Priority Support: Quick email, chat, and phone support for basic and more complex questions

(I prioritize your communication to ensure swift resolution)

Monthly Training: Access to weekly QBO tips or focused guidance tailored to common client needs

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The Benefit: You gain proactive accountability and strategic direction. I ensure your financials are

not just accurate, but actively used to steer your decisions, giving you the confidence that your

expanding business remains compliant and highly profitable.

 

 

Price: $750 – $1,200/month

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CFO Advisory Partnership Package

Ideal For: Growing Businesses

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Complete Management: I handle high-volume transactions and complexity, serving as your primary

finance executive / Up to 250–400+ transactions per month

Proactive Cash Flow Management: I actively manage A/R (invoicing / follow-up) and A/P

(bill processing), ensuring optimal cash flow and preventing unnecessary debt or late payments

Executive Dashboard & Weekly Metrics: You receive a weekly summary of critical financial metrics

right to your inbox, ensuring you are never out of the loop and can make real-time decisions

Advanced Strategic Reporting: Includes Budget vs. Actual Analysis, Job/Project Costing, and

12-Month Rolling Cash Flow Forecasting—the tools needed for predictable growth.

Dedicated Monthly Strategy Session: An in-depth, focused call with me every month to help you forecast,

plan major purchases, set profit targets, and mitigate risks

 

 

The Benefit: You gain the strategic advantage of a dedicated financial partner. This package is

designed to eliminate financial uncertainty by focusing on future planning and risk mitigation.

I leverage my 18 years of experience to provide proactive monthly forecasts, deep profitability

analysis, and clear strategic roadmaps—giving you the executive-level confidence needed to

scale your business without fear.

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​Price: $1,500 – $2,500+/month

 

Note: Transactions exceeding 400 monthly (or involving high complexity) require a

Custom Quote to ensure the necessary executive oversight and reporting scope

are accurately defined.

 

 

 

 

 

 

 

Project Service: Catch-Up & Clean-Up

​​Your Path to a Fresh Start

 

Is your business months or years behind on its books? This service is designed to

remove that massive source of stress and eliminate the risk of costly IRS penalties.

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Full Transaction Reconstruction: I systematically organize, categorize, and reconcile every transaction

for the agreed-upon period

Compliance Audit & Correction: I correct errors, untangle messy accounts, and ensure your past records

are 100% accurate

Seamless Transition: I transition you directly into your chosen monthly package once the clean-up

is complete, guaranteeing you never fall behind again

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​Note: Since every clean-up project is unique, I provide a custom, flat-rate

quote after a brief assessment of the volume and complexity.

 

Call today to schedule your assessment.

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