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Gain Clarity. Build Confidence. Grow Your Business.

At Sheffield Accounting & Finance Services, I help small business owners move from confusion to clarity with simplified financial solutions designed to meet you where you are. Whether you need a one-time fix, ongoing bookkeeping, or a deep-dive VIP Day, you’ll find the right fit below.

 

Bookkeeping Services

Starting at $250 / month
Know exactly where your money went each month. I’ll keep your books accurate and up-to-date so you can make confident decisions and stay ready for tax season.

  • Track and categorize all income and expenses

  • Keep your accounts balanced and reconciled

  • Provide easy-to-read monthly reports

  • Prepare your numbers for tax filing

Add-ons:

  • Bill pay or invoicing support: $100–$200 / month

  • Extra account tracking: $25 / account

👉 Focus: Keeping your financial history clean, accurate, and organized.  Apply HERE

 

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Quarterly Accounting Advisory

Starting at $375 / quarter
Step back each quarter to review what’s already happened. This service helps you understand your recent results, spot patterns, and make informed adjustments before moving forward.

  • Review the last quarter’s income, expenses, and profit

  • Get a simple report showing how your business performed

  • 45-minute review call to discuss what worked—and what didn’t

  • Light guidance on tax preparation and improving cash flow

  • Action list to carry into the next quarter

👉 Focus: Learning from the past so you can make better decisions in the present.  Apply HERE

 

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Lite Monthly CFO Service

Starting at $375 / month
Look ahead with confidence. This service helps you plan for what’s next—using your numbers to guide smarter decisions, stronger cash flow, and steady growth.

  • Monthly dashboard showing trends in profit, spending, and cash

  • 30-minute strategy call to plan next month’s focus

  • Light guidance on pricing, budgeting, and growth goals

  • Simple monthly recap with next-step priorities

  • Quarterly progress summary to measure your growth

👉 Focus: Using today’s data to shape your future—predictable profit, consistent cash flow, and clear direction.  Apply HERE

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VIP Day Intensives

$997–$1,200 per session
Fast-track your business finances with a full-day intensive tailored to your goals.

Choose from:

  • Financial Empowerment VIP Day – Build confidence and clarity around your finances.

  • Financial Rehab – Clean up messy books and reset financial systems.

  • Profit to Payday – Create a clear plan for paying yourself consistently.

  • Revenue Planning Intensive – Map out revenue goals and streams for sustainable growth.

  • Financial Mastery Session – Deep dive into advanced money management strategies ($1,200).

  • Small Biz Profit Accelerator – Pinpoint profit levers and implement fast-acting strategies.

  • Building Blocks – Lay the foundation of bookkeeping, systems, and workflows.

  • Cash Flow Driver Intensive – Identify and activate the biggest drivers of cash flow in your business.

👉 Walk away with actionable strategies, customized tools, and renewed confidence.  Apply HERE

 

Tax Preparation & Strategy

Stay compliant and save more with smarter tax strategies.

  • Tax-Only Packages (Starting at):

    • Individual Returns: $225+

    • Sole Prop/LLC: $300+

    • Partnerships: $400+

    • S-Corp: $350+

  • Tax + Strategy Bundle (+$150):

    • Tax prep + 30-minute strategy call

    • Personalized tax savings checklist

👉 Don’t just file — plan ahead and keep more money in your pocket.

 

On-Demand Fixes

Need help without a long-term commitment? Choose one of my quick solutions.

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Training & Setup

  • QuickBooks Setup & Training – $299

  • Bookkeeping Training – $250/session

Catch-Up & Cleanup

  • Books Cleanup & Catch-Up – from $500

  • Business Health Check – $250

  • Books Review – $199

Process Optimization

  • SOP Creation – $399

  • Process Analysis – $299

  • Custom Financial Reports – from $125

👉 Get the fix you need, when you need it.

 

The CASHFLOW Collective Membership

Launching January 1st 2026 – Starting at $35/month
Your hub for ongoing support, education, and accountability.

  • Monthly bookkeeping checklists & templates

  • Live coaching and Q&A

  • A supportive community of entrepreneurs

  • Tools to help you understand, manage, and grow your money

👉 Designed for business owners who want clarity, accountability, and long-term success.

 

Ready to Get Started?

Whether you need a quick fix, ongoing support, or a strategy-intensive, there’s a solution for you.  Book a Discovery Call to get started.

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