New and small businesses

Solopreneurs

Service businesses

Owners who simply want accurate books and tax-ready financials

Monthly transaction categorization

Bank & credit card reconciliations

Monthly financial statements

Year-end CPA-ready reports

Email support

Financial records kept accurate and current

Businesses beginning to grow

Owners making hiring or expansion decisions

Businesses that want help understanding their numbers—not just receiving them

Companies looking for accountability and financial guidance

Monthly financial review meeting

Budget monitoring

Cash flow review

Trend & variance analysis

Process improvement recommendations

Unlimited owner questions

Businesses with multiple employees

Owners who need stronger financial oversight

Businesses preparing to scale or improve profitability

KPI management reporting

Cash flow forecasting

Budget development & monitoring

Department, class, or location profitability reporting

Internal controls & accounting process improvements

Staff financial training

Coordination with your CPA, banker, or advisors

Manufacturing companies

Construction companies

Product-based businesses

Companies that need strategic financial leadership but don't need a full-time CFO

Owners making major growth, financing, pricing, or profitability decisions

Strategic financial leadership

Business planning & forecasting

Job costing system development

Cost accounting & profitability analysis

Pricing & margin optimization

Executive decision support

Financing & lender preparation

Board, investor & strategic planning meetings