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We Take Care of It

From compliance to growth — we’ve got you covered.

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We Support You

Your trusted partner for worry-free financial management.

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We Give Advice

Expert guidance for startups, small businesses and nonprofits.

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Peace of Mind is Priceless

Your Finances, Our Expertise

Personalized Service

We get to know your business and provide solutions tailored to your goals.

Professional Financial Guidance

From bookkeeping to strategic planning, we help you steer your business with confidence.

Flexible & Affordable

High-level CFO and CPA services designed to fit your budget and needs.

Trusted Partner

We keep your finances accurate, compliant, and ready for growth.

Accounting & Bookkeeping Services

Spend less time managing numbers and more time running your organization. We provide accurate, timely bookkeeping and accounting, from system setup to monthly reports, ensuring your financial records are organized, up-to-date, and audit-ready.

Tax Preparation & Compliance

Stay compliant and stress-free with professional tax planning and preparation tailored to your organization. We handle filings, regulatory reporting, and nonprofit compliance, so you can focus on your mission instead of paperwork.

Nonprofit & Small Business Advisory

We provide actionable insights and practical solutions for small nonprofits and entrepreneurs. From grant tracking and restricted funds management to operational efficiency and growth planning, we help your organization thrive financially while fulfilling its mission.

Part-Time CFO & Financial Strategy

Gain the insight of a seasoned CFO without the full-time cost. We help small businesses and nonprofits plan for growth, manage cash flow, and make confident financial decisions with expert forecasting, budgeting, and strategic guidance.

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FAQs

Frequently Asks Questions

Problems We Solve

  1. Many small businesses and nonprofits struggle with incomplete or disorganized records. We provide clean, accurate financial statements and easy-to-understand dashboards so you can see your cash flow, expenses, and profitability at a glance.
  1. Cash flow issues are one of the top reasons small organizations fail. We help you forecast income and expenses, plan for seasonal fluctuations, and create actionable strategies to keep your finances stable.
  1. Navigating nonprofit reporting, tax filings, and financial compliance can be overwhelming. We handle compliance tasks, grant tracking, and reporting requirements, reducing your risk of errors or penalties.

Many small organizations lack high-level financial insight. We provide part-time CFO services, giving you expert guidance on budgeting, growth planning, and key financial decisions — helping you move forward confidently.

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Price & Plans

Bookkeeping & Accounting Packages

Bronze

Essential Foundations

Starting At

$350 /mo
  • Cash-basis books
  • Up to 100 transactions/mo
  • Reconcile 1-2 accounts (bank/cc)
  • Profit &Loss, Balance Sheet (CPA-prepared)
  • Year-end close & adjusting entries
  • Email support
  • See optional add-ons
Get Started
Silver

Poised for Growth

Starting At

$700 /mo
  • All Bronze services, plus:
  • Up to 300 transactions/month
  • AR/AP tracking and payroll entries
  • Monthly reconciliations and exception reports
  • Monthly summary with CPA notes
  • Grant or project tracking
Get Started
Gold

Clear Insight

Starting At

$1,100 /mo
  • All Silver services, plus:
  • Budget-to-actual and variance analysis
  • Cash flow statements or forecasts
  • Grant/program-level reporting
  • Quarterly CPA review meetings
  • Year-end coordination
  • Monthly financial commentary
Get Started
Platinum

Strategic Partner

  • Starting At
    • $1,800/mo
    • All Gold services, plus:
    • Weekly reconciliations
    • Fractional Controller oversight
    • Rolling forecasts and scenario modeling
    • Custom dashboards and KPI tracking
    • Monthly strategy or board meeting participation
    • Fractional CFO guidance
    Get Started
    Optional Add-Ons
    • Historical cleanup or catch-up work (call for estimate)
    • Weekly reconciliations
    • Payroll setup and management
    • 1099 preparation and compliance
    • Grant budget development and tracking
    • System integration assistance (bank feeds, donor software, CRMs)
    Get Started