Automated books. Human judgment.
AI and automation handle the routine work, which keeps our fees well below a full time hire. Every plan includes Julia's review. No long term contract, thirty days notice to cancel.
Industries we serve
Real estate and property management
Books
For businesses that need clean, reliable books, closed on time every month.
From $600/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 tax-ready financials without the back and forth
What's included:
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AI assisted categorization and daily bank feeds
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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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Tax-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.
Controller
For owners who want clean books and a clear read on what the numbers mean.
From $1,250/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 Books, plus:
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A quarterly 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.
Fractional CFO
For companies scaling up: adding locations or entities, or preparing for a sale or buyout.
From $2,500/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 Controller, 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 ready for your tax preparer. Priced by scope.
Prior-Period Reconstruction
Historical financials rebuilt from bank statements and records. Common after an ownership change, before a loan, a sale, 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.
AI BACK OFFICE SERVICES
Put AI to work in your back office.
We set up the tools, connect your systems, and write the rules so routine work runs on its own. Julia reviews every setup before you rely on it.
AI Readiness Check
$795 one time
A review of how your books, bills, payroll, and reporting run today. You get a written plan: what to automate first, what to leave alone, and where your team's time is going.
AI Back Office Setup
$1,650 one time
For one business. Bank feeds, bill and receipt capture, categorization rules, and monthly reporting connected and running. We train your team on the new process.
Multi Entity AI Setup
$3,500 one time
For groups with several companies or locations. Everything in the Back Office Setup, built for each entity, with intercompany rules and one consolidated view.
We choose AI tools
whose terms do not allow
training on your data.