You make the art

We’ll take care of the math.

Know your numbers to grow your numbers.

Not sure how much you can pay yourself, what to set aside for taxes, or if you can afford to hire? It’s draining. And when cash flow feels unpredictable, it makes everything else harder.

💸 You didn’t launch your business to constantly second-guess yourself. But without a clear financial plan, doubt creeps in—and suddenly a steady paycheck starts to look tempting again.

💸 The solution isn’t another spreadsheet. It’s having a partner who gives you clarity, confidence, and a clear picture of what’s safe to spend, save, and pay yourself.

Concierge Bookkeeping

$300 - $500/month

For business owners who want clean, accurate books and peace of mind at tax time.

  • Monthly bookkeeping (bank + credit card reconciliations)

  • Tax-ready books

  • Monthly financial reports with trend tracking

  • Ongoing support

Quarterly CFO

$500 - $950/month

Financial strategy for those who want the BIG picture.

  • Everything in Concierge Bookkeeping package

  • Quarterly strategy videos

  • 12-month forecasting for cash flow + predictability

  • Guidance on quarterly estimated taxes

Monthly CFO

$950-1,200/month

For business owners who want proactive, ongoing financial stragtegy and full partnership.

  • Everything in Quarterly CFO package

  • Monthly CFO strategy calls and video summaries

  • Detailed scenario planning + decision support

  • Consistent owner pay planning + cash flow confidence

What to Expect

  • 1. Schedule a meeting

    Fill out the questionnaire in the contact form so we can learn more about your business and financial needs.

  • 2. Consultation Call

    In our Consultation Call you will have a chance to share any pain points about your business. This meeting will be 20 minutes or less and give us an idea of how you want to improve your business finances.

  • 3. Diagnostic Review

    Based on our conversation, we will perform a diagnostic review of your books and/or status of your business finances and provide feedback on the best strategy to proceed.

  • 4. Proposal & Engagement Letter

    From the information gathered, we will develop a custom proposal that states the services to be provided, fees, and billing arrangements.

  • 5. Onboarding Begins

    We will send you a list of items needed so that we can begin!

What is it like to work with us?

Here are the answers to common questions on what it is like to work with me and my team on your business finances.