Let's see where your books stand.
A free call with me. I'll learn about your business, score how complex your books are, and help you find the tier that fits. No pressure, no hourly bill.
- 1Tell us about your business
Team size, services, and what's not working.
- 2We score your books
Transactions, accounts, apps, payroll, and sales tax.
- 3You get a written proposal
One clear price before any work starts.
Book your business chat
QuickBooks Online required for all packages.
You'll know the full price before we start.
- Business chatWe learn your business and score how complex your books are.
- Written proposalYou get one clear price, in writing.
- Sign and startSigned agreement and first payment.
- Share accessQuickBooks Online, statements, payroll, and apps.
- We get to workCleanup first, then monthly service begins.
Fixed packages. Nothing billed hourly.Numbers you can make confident decisions withSystems built to drive profit
Compare plans
Fractional CFO includes everything in Clean Books. Profit Build is a separate service you can add to either plan, or buy on its own.
| What's included | Clean Books | Fractional CFO | Profit Build separate service |
|---|---|---|---|
| Cleanup and monthly bookkeeping | ✓ | ✓ | – |
| Monthly reports and financials | ✓ | ✓ | – |
| Financial overview course (coming soon) | ✓ | ✓ | – |
| Questions anytime in between | ✓ | ✓ | – |
| One-on-one calls with your CPA | – | ✓ | – |
| Weekly KPI reports and goal check-in | – | ✓ | – |
| Budget help and app connections | – | ✓ | – |
| 5D systems-building course (coming soon) | – | ✓ | – |
| Full system audit map and collaborative redesign | – | – | ✓ |
| Quarterly planning and weekly office hours | – | – | ✓ |
| SOPs, templates, and AI support | – | – | ✓ |
| Starts at | $400/mo | $2,000/mo | $3,000/qtr with Clean Books or Fractional CFO $5,000/qtr on its own |
