Financial support that grows with your business
Whether you are cleaning up the books for the first time or getting ready for a lender, a buyer, or a second location, there is a level of support built for where you are right now.
Industries we serve
Real estate and property management
Bookkeeping Essentials
For businesses that need clean, reliable books, closed on time every month.
Starting at $800/mo
Best for:
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Owner-run businesses ready to move past DIY bookkeeping
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Companies whose books are current but need professional management
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Owners who want CPA-ready financials without the back and forth
What's included:
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Monthly bank and credit card reconciliations
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QuickBooks Online set up around how your business actually gets paid
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Monthly P&L and Balance Sheet
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Receivables and payables kept current
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CPA-ready year-end financials
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Email support for day-to-day bookkeeping questions
The result: -
Clean books every month. No scrambling at year end. A foundation your CPA will actually appreciate.
CFO Partner
For owners who want clean books and a clear read on what the numbers mean.
Starting at $1,800/mo
Best for:
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Businesses with multiple jobs, crews, properties, or locations
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Owners who want to understand their numbers, not just receive reports
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Companies where cash flow feels unpredictable or hard to plan around
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Owners weighing a hire, an equipment purchase, or a new location
Everything in Bookkeeping Essentials, plus:
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A monthly review call with Julia to walk through your numbers
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Plain-English explanation of what your P&L and cash flow actually mean
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Cash flow forecasting so you know what is coming
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Profit by job, property, location, or provider
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Monthly KPI dashboard built for your industry
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Work in progress, retainage, or commission tracking where it applies
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Strategic recommendations, 1 to 2 per month, based on your numbers
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Priority email and phone support
The result:
You know which jobs, locations, and services are making money, and you have a financial partner to call when a decision needs to be made.
Strategic Growth
For companies scaling up: adding locations or entities, or preparing for a sale or buyout.
Starting at $3,500/mo
Best for:
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Multi-entity and multi-location companies
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Businesses preparing for expansion, a partner buyout, or a sale
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Owners building compensation, commission, or profit-sharing models
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Companies that need a true CFO partner, not just reporting
Everything in CFO Partner, plus:
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Full budget build and quarterly reforecasting
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Scenario planning to model a big decision before you make it
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Compensation and distribution planning for partners, crews, or providers
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Multi-entity structure, consolidated reporting, and intercompany tracking
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Expansion and new location feasibility analysis
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Support for lender presentations, partner conversations, and valuation prep
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Monthly strategic review meeting (60 minutes)
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Direct access to Julia for time-sensitive decisions
The result:
A financial leadership partner who knows your business inside and out and helps you make the big calls with confidence.
ONE-TIME & ADD-ON SERVICES
Project-Based & Cleanup Services
Not every business needs a monthly retainer right away. If you are behind on your books, switching bookkeepers, or need a one-time analysis, we can help.
QuickBooks Cleanup & Catch-Up
If your books are behind, messy, or were never properly reconciled, we get them current, clean, and CPA-ready. Priced by scope.
Prior-Period Reconstruction
Historical financials rebuilt from bank statements and records. Common after an ownership change, before a loan, or ahead of an audit or tax filing.
Financial Analysis & Reporting
A one-time deep dive into your numbers: P&L analysis, cash flow review, job or location profitability, or expense benchmarking. Starting at $500.
QuickBooks Setup & Chart of Accounts
Starting fresh, or fixing a chart of accounts that was never built around your jobs, locations, or entities. We set up QuickBooks Online correctly from the start.