SIGNATURE MONTHLY BOOKKEEPING

For the service provider making $100k+/year who needs accurate books & basic support

Includes:

-Income & Expense Categorization

-Monthly Bank Reconciliation

-Monthly Financial Reports & Recap

-Google Data Studio Visual Dashboard

-1:1 Support via Email & Slack

-Collaborative Coordination with your CPA

-Annual 1099 Prep

-Bi-Annual Complimentary Strategy Calls & 40% off additional calls

Starting at $550/month

Signature for S-Corps starting at $650/month. Includes Payroll Setup & Processing

ELEVATED BOOKKEEPING + CFO SERVICES

For the service provider making $250k+/year who is ready to own their role as CFO of their biz.

Includes Everything in Monthly Bookkeeping plus:

-Payroll Management

-Custom CFO Dashboard, including budget to actual financials, cash flow forecasting & visual reporting.

- Monthly 1:1 Intensive calls to set & review goals.

- Monthly Cash Flow Forecasting

-Receipt Management

Starting at $1,800/month

ADD ONS:

Payroll Processing

Sales Tax Set-Up & Management

Accounts Payable

Accounts Receivable