Real Numbers. Real Strategy. Real Growth.
Whether you're just getting started, need organization, or scaling to 7 figures, we provide clear, expert financial support tailored to your stage of business.

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✅ BOOKKEEPING SERVICES

Accurate. Timely. Essential.

Our bookkeeping services focus on keeping your financials clean, categorized, and up-to-date. Each month, we track and organize your income and expenses, reconcile your accounts, and deliver clear financial reports—so you always know where your money stands.

 

Monthly Bookkeeping Plans

Pricing based on transaction volume and complexity

• Basic Bookkeeping: $200–$400/month

• Dynamic Bookkeeping: $300–$500/month
  Includes financial categorization, reconciliation, and reporting

• Add-On Services:

• Invoicing / Bill Pay Support: $100–$200/month

• Extra Bank/Credit Card Reconciliation: $25/account

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📘 ACCOUNTING SERVICES

More Than Bookkeeping—It’s Financial Leadership.

Our accounting packages are built for business owners who want to move from reactive to proactive. This includes strategic oversight of your finances with:

• Ongoing tax strategy

• Budget setup and monthly maintenance

• Financial advisory and consultations

• Financial report analysis

• Data-driven strategic insights

Monthly Accounting Plans

• For Bookkeeping Clients: $225 / $325 / $425 per month

• For Non-Bookkeeping Clients: $375 / $475 / $575 per month

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🧠 CFO STRATEGY LABS

High-Level Strategy Without the Full-Time CFO Price Tag.

Choose from 5 powerful labs designed to address specific areas of your business finance.

• Cashflow Command Lab™ – $599
  Build a reliable cash management system and payment calendar to prevent shortfalls and improve predictability.

• Financial Clarity Deep Dive™ – $599
  Understand your numbers, spot inefficiencies, and assess the financial health of your business.

• CEO Finance Mapping Session™ – $649
  Turn your business goals into financial milestones with a strategy that supports growth.

• Lean & Profitable Lab™ – $649
  Cut unnecessary expenses, increase margin, and make your operations more efficient.

• Revenue Strategy Lab™ – $699
  Rework pricing, optimize income streams, and position your offers for profitability.

 

💡 From Vision to Viability – $1,800 (3-Month CFO Program)
Work with us over 3 months to build your foundation, set financial targets, and create long-term profitability.
Payment plans available upon request.

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💎 VIP DAY INTENSIVES 

Get Clear. Get Aligned. Get Paid.
Accelerated, done-with-you sessions designed to transform your finances in just one day.

1. The Financial Empowerment VIP Day™ – $997
   Build clarity and confidence in your finances and leave with an action plan you trust.

2. The Financial Rehab Intensive™ – $997
   Clean up your numbers, fix broken systems, and walk away financially organized.

3. The Payday Blueprint VIP Day™ – $997
   Create a consistent and realistic plan to pay yourself as the CEO.

4. The Revenue Mapping Intensive™ – $997
   Plan your revenue streams, set sales goals, and map your offer strategy for growth.

5. The Financial Mastery Session™ – $1,200
   A powerful full-spectrum review of your finances, systems, and income strategy.

6. The Profit Accelerator Intensive™ – $997
   Pinpoint where money is leaking and build a strategy to maximize your profit margin.

7. The Foundations First VIP Day™ – $997
   Perfect for new or pivoting businesses—set up your financial systems the right way.

8. The Cashflow Driver Intensive™ – $497
   Design a reliable cash flow strategy that helps your business fund itself.

💳 Payment plans available for all VIP Day services.

 

🧾 TAX PREPARATION SERVICES

Done Right. Done On Time. Done With Strategy.
Tax prep you can trust—from an accountant who understands your business.

• Individual Tax Return: Starting at $250

• Sole Proprietor/LLC Return: Starting at $300

• Partnership Return: Starting at $400

• S-Corp Return: Starting at $450

🔍 Ask about tax planning options to reduce your bill before year-end.

 

🧩 ACCOUNTANT-ON-DEMAND SERVICES

Get Expert Help—Only When You Need It.
Flexible, no-retainer services for business owners who need high-impact support fast.

• QuickBooks Setup & Training – $299
  We’ll set up your QuickBooks file correctly and teach you how to use it, so you can manage your books with confidence.

• Bookkeeping Training (1-on-1) – $250/session
  Need help understanding your bookkeeping workflow? We’ll walk through your system step-by-step and answer all your questions.

• Books Catch-Up & Cleanup – Starting at $500
  Behind on your books? We’ll get you caught up, organized, and back on track—fast.

• Books Review (Audit & Recommendations) – $199
  We’ll review your books, identify any issues, and provide a written summary with recommendations.

• Business Health Check – $250
  A foundational audit of your financial setup—including entity, tax structure, systems, and financial readiness.

• Process Analysis – $299
  We’ll audit your internal financial processes to identify gaps and suggest improvements for efficiency and control.

• SOP Creation – $399
  We’ll develop custom, step-by-step standard operating procedures (SOPs) for your bookkeeping, payroll, or financial processes.

• Custom Financial Reports – Starting at $125
  We’ll create personalized reports to help you track performance, set goals, and make data-driven decisions.

 

📌 READY TO TAKE CONTROL OF YOUR BUSINESS FINANCES?

Whether you’re cleaning up, scaling up, or starting fresh, we’re here to support your financial growth every step of the way.
→ Book your discovery call today. Let’s make your money work for you.