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
We clean up your books, whether you’re years behind or just starting fresh
We make your numbers make sense, so you’re not left scratching your head.
We position you for growth, ensuring your books are strong enough to secure funding and impress investors.
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
01
02
03
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.
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.
Secure More Funds
With organized books and detailed reports, you’ll always be ready for tax season, funding opportunities, and smarter business decisions.
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