You don't need someone to take over your books — you need a financial partner in your corner all year long.
Already doing your own bookkeeping, or have a bookkeeper you love? Perfect — keep them. This isn't about replacing your setup. It's the financial strategy and accountability layer on top, so the numbers you're already tracking actually turn into smart decisions.
We meet quarterly to look at your real numbers, make the smart calls, and plan ahead — and in between, I'm checking in to keep you on track.
Here's what we'll cover together:
- Dialing in your Profit First allocations — what to pay yourself, what to reserve, and the right tax % for your situation
- Knowing your numbers cold — so decisions stop feeling like guesses
- Planning the big moves before they're urgent — pricing, hiring, entity changes, big purchases
- Quarterly course-corrections so small drifts never become big problems
Built-in accountability. The four 15-minute check-ins between our quarterly calls are the secret sauce. It's easy to set up a great system and then quietly fall off it. These keep you in rhythm — a quick gut-check, a nudge, a "did you move that money yet?" — so you actually follow through.
This package includes:
- 4 × 60-min quarterly strategy calls
- 4 × 15-min accountability check-ins
- A full year of having a CFO in your corner
I handle the strategy, the system, and the planning — not tax filing. I'll happily work alongside your current CPA so you're all rowing in the same direction, or if you don't have one yet, I'll connect you with a great CPA from my network. Either way, nothing falls through the cracks.
Price
12 payments of $95 (monthly)
OR
$995
This package includes
- 4 x 60 min appointments
- 4 x 15 min appointments