What We Offer
Monthly Bookkeeping: Organized financials you can actually understand.
Profit & Loss Statements: Simple, clear reports you can use to make smart decisions
Grant & Loan Readiness: Financials that lenders, investors, and grant providers trust.
Cash Flow Tracking: Know what’s coming in and going out — no more guessing.
Payroll & 1099 Support: Smooth, compliant systems for paying employees and contractors.
How We Help
MONTHLY BOOKKEEPING PACKAGES
TIER 1
ESSENTIALS PLAN
$250/mo
Best For: New businesses, solopreneurs, grant-funded orgs with low monthly activities. No employees, light contractor use.
What’s Included:
Up to 40 transactions per month
Reconciliation of up to 2 accounts
Basic grant tracking (2 max]
Contractor payment tracking (5 max]
Monthly profit & loss report
Receipt/document organization
TIER 2
GROWTH PLAN
$500/mo
Best For: Businesses with consistent income, has growing financial needs, reporting requirements & light advisory
What’s Included:
Up to 100 transactions per month
Reconciliation of up to 3 accounts
Grant tracking (4 max]
Contractor payment tracking (15 max]
Monthly profit & loss report
Receipt/document organization
W-9 Collection System Setup
Quarterly Budget vs Actual Report
TIER 3
CFO LITE PLAN
$1000/mo
Best For: Businesses that needs high-level financial clarity, board-ready reports & ongoing strategy.
What’s Included:
Unlimited transactions per month
Reconciliation of up to 6 accounts
Unlimited grant tracking
Unlimited contractor tracking
Invoicing + Full A/R oversight
Annual budget creation
Project-based budgeting
Funder Ready Reports
Priority Support
3-STEP PROCESS
1
Complete Your Intake Form
Upload your income, expenses, and financial documents securely through our intake system. Whether you’re starting fresh or need cleanup, we’ll get your books in order.
2
Monthly Tracking & Reporting
Our team categorizes transactions, reconciles accounts, and prepares accurate financial reports — giving you a clear view of your business performance month after month.
3
Secure More Funds
With organized books and detailed reports, you’ll always be ready for tax season, funding opportunities, and smarter business decisions.
