Monthly accounting that keeps your tax plan on track
Clean books every month, so there are no surprises at tax time.
Start where you are, and change anytime
Each package is a different level of access to me. Pick what fits your business today, and move up or down as it grows.

Packages

Who is this package for?

Onboarding

Bookkeeping

Reconciliations

Financials

Month-end close

Support response timeframe

Scheduled meeting

Annual planning meeting

Financial KPIs

Cashflow forecasting

12 month forecasting

Dedicated advisor

Tech stack reviews

Company KPIs

Sales pipeline meetings

Forecasting

Senario planning

Tax Planning

Department reporting

Banking relationship

Performance by project

Team member performance

Financial reporting meeting

Online support

Day-to-day help?

Cashflow management

AR Management

AP management

Expense Management

Core Financials

For those who just want peace of mind

  • 6 Weeks

  • Monthly

  • Monthly

  • By the 20th

  • -

  • 3 Business days

  • Up to 1x/month (if sched)

  • X

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • Recorded video

  • Unlimited

  • -------

  • Optional

  • Optional

  • Optional

  • Optional
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Accounting Advisor

For those who want more advisory on their financials

  • 8 Weeks

  • Monthly

  • Monthly

  • By the 15th

  • X

  • 2 Business days

  • Up to 2x/month

  • X

  • X

  • X

  • X

  • X

  • X

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • -

  • Virtual Monthly

  • Unlimited

-------

  • Optional

  • Optional

  • Optional

  • Optional
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Virtual CFO

True partnership for insight and growth

  • 8 Weeks

  • Weekly

  • Weekly

  • By the 10th

  • X

  • 1 Business days

  • Up to 6x/month

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • X

  • Virtual Monthly

  • Unlimited

-------

  • X

  • Optional

  • Optional

  • Optional
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Not sure which package fits?
Book a free 15-minute call and I'll point you to the right one.
Book my free 15-minute call