Your Partner in Smarter Decisions and Stronger Results

Managing a business successfully requires not only an eye for operations but also a firm

handle on your financial health. We bring expertise in both, going beyond basic

bookkeeping to provide integrated, high-level insight. From basic bookkeeping so that you

can understand where you have been, to tracking KPIs to know where you are to optimizing

resource allocations so you can go where you want to be, we're here to help you make

informed, strategic decisions to help you run and grow your business.

Services

We offer more than just numbers - we provide the tools and expertise to ensure your business is both operationally and financially efficient and you can move your business forward with confidence.

Base Engagement – $2,500

Comprehensive bookkeeping and AP/AR management, covering up to 100 transactions

and 50 AP/AR transactions per month. Additional 100 transactions or 50 AP/AR

transactions for $1,000. Includes monthly closing of the books.

Tax Coordination – $1,000

Coordination with your tax accountant to ensure accurate quarterly returns, estimated

payments, and year-end filings, keeping you compliant without stress.

Operations KPI Tracking – $2,500

We track Key Performance Indicators (KPIs) and align them with your financial

performance, offering insights from both operational and financial perspectives to drive

strategic decisions.

Financial Pro Forma & Forward-Looking KPIs – $3,000

We provide a forward-looking financial pro forma and help determine the most

relevant KPIs to track daily, weekly, and monthly, ensuring you stay ahead of trends

and maximize potential. Additionally, we provide recommendations on how to allocate

human and capital resources for optimal alignment with your KPIs, ensuring your

operations and financial strategies are coordinated and moving in the same direction.

Get Started

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