Smart Money Moves, Made Simple

We turn complex business finances into clear, confident decisions—together.

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A minimalist room with a white wall, a wooden wall clock showing 3:20, a potted plant with large green leaves, and a white desk lamp on a white surface.

Personalized Financial Services

Monthly Operational Baseline Package Monthly Operational Baseline Package Monthly Operational Baseline Package Monthly Operational Baseline Package
Sale
Monthly Operational Baseline Package
from $500.00

Target Client: Startups and small businesses (B2B) needing basic compliance. This is the "get clean and stay clean" foundational service. Best for Micro-businesses or startups with <5 accounts and <50 transactions/month, options available for accounts and transactions.

  • Package Focus: Precision Bookkeeping & Essential Reporting.

  • Key Services:

    • Full-cycle bookkeeping.

    • Bank and credit card reconciliations.

    • General Ledger maintenance.

    • Monthly Financial Statement preparation (Balance Sheet, P&L, Cash Flow).

    • Sales tax filing (if applicable).

    • Standardized chart of accounts setup.

Monthly Strategic Navigator Monthly Strategic Navigator Monthly Strategic Navigator Monthly Strategic Navigator
Sale
Monthly Strategic Navigator
from $1,800.00

Target Client:Growing businesses that need managerial insights to make decisions, not just compliance reporting.This tier aligns with the upward-growth chart symbol in our logo. Best for Growing firms needing budget vs. actuals and A/R management.

Package Focus: Growth Analytics & Cash Flow Strategy.

  • Key Services (Includes Tier 1, plus):

    • Budgeting and Forecasting.

    • Budget vs. Actuals analysis and variance reporting.

    • Accounts Receivable (A/R) management and collections strategy.

    • Accounts Payable (A/P) bill pay services.

    • Customized KPI (Key Performance Indicator) dashboards.

    • Quarterly strategic financial review meeting with the client (serving as an outsourced Controller).

One-time Historic Clean-up One-time Historic Clean-up One-time Historic Clean-up One-time Historic Clean-up One-time Historic Clean-up
One-time Historic Clean-up
from $1,500.00

Target Client: Established small businesses (annual revenue $250k–$2M) that have outgrown "DIY" bookkeeping, or GovCon firms facing a sudden DCAA audit.

Package Focus: Restoration & Audit-Proofing.

  • Key Features:

    • Retroactive Reconciliation: Deep-dive matching of bank, credit card, and loan statements for the previous 1–3 fiscal years.

    • FAR/DCAA Reclassification: (For GovCons) Reviewing past expenses to move "unallowable" costs (like entertainment or excessive travel) out of overhead pools to protect future indirect rates.

    • Trial Balance Correction: Fixing "ghost" entries in Accounts Receivable or Accounts Payable that have been lingering for years.

    • Clean-up Report: A summary of systemic errors found and a "Course Correction" guide to prevent future drift.

Let’s Work Together

Have a question or special request? Send us a quick note and we’ll be happy to help.