Every business is different. Engagements are structured as monthly or hourly retainers based on your needs, complexity, and stage of growth.

🥈 Silver — Bookkeeping Essentials

Best for small businesses that want clean books and dependable monthly reporting.

📌 Monthly bookkeeping and reconciliations

📌 Profit & Loss and Balance Sheet reporting

📌 Ongoing email support

📌 CPA coordination at year-end

🥇 Gold — Accounting & Advisory

Best for growing businesses that need insight, oversight, and financial clarity.

Includes everything in Silver, plus:

📌 Monthly close process

📌 Accounts Payable & Accounts Receivable oversight

📌 Cash flow monitoring

📌 Budget vs. actual analysis

📌 Quarterly financial reviews

💎 Platinum — Fractional Controller

Best for established businesses that need strategic financial leadership.

Includes everything in Gold, plus:

📌 Controller-level financial oversight

📌 Financial statement analysis

📌 KPI dashboards and performance metrics

📌 Cash flow forecasting and scenario planning

📌 Support for lenders, investors, or audits

How It Works ⁉️

☝️ Introductory Call – We talk through your business, challenges, and goals.

🤘 Scope & Recommendation – I recommend the right level of support.

🤟 Ongoing Retainer Support – You get consistent, proactive financial partnership.

Ready to Get Started?

If you’re a small business owner looking for clarity, structure, and a trusted financial partner, let’s talk.