Services

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The Ledger Lift

Consistent bookkeeping that lets you focus on your business

You don't need to handle every transaction yourself. I'll take care of the monthly bookkeeping so you can focus on what you do best: running your business.

What's included:

  • Monthly reconciliation of accounts

  • Profit & Loss and Balance Sheet reports

  • Month-end review with personalized notes

  • Visual financial dashboard with key metrics

  • Ongoing support for financial questions

This tier is designed for:

  • Single-entity businesses

  • Cash basis accounting (not accrual)

  • Low to moderate transaction volume

  • Straightforward books without industry-specific complexity

This tier is NOT for:

  • Businesses needing accrual accounting, job costing, or multi-entity tracking

  • Restaurants requiring tip credit calculations

  • Businesses with inventory management

  • Anyone months behind on their books

If your business has complexity, you'll need The Profit Pathway or The Strategic CFO tier.

Starts at $600/month

Let's Talk
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The Profit Pathway

Strategic bookkeeping for businesses that need more than the basics

You've outgrown simple bookkeeping. You need accrual accounting, industry-specific expertise, and financial insights you can actually use to make decisions.

What's Included:

Everything in The Ledger Lift, plus:

  • Accrual basis accounting

  • Industry-specific tracking (tip credits, job costing, project-based billing, etc.)

  • Customized financial reporting tailored to your business

  • Monthly financial review calls to discuss what the numbers mean

  • Cash flow analysis and recommendations

  • Tax planning coordination with your CPA

  • Strategic guidance on financial decisions

Best For:

  • Restaurants & coffee houses - FICA tip credit calculations, cash management, high transaction volume

  • Trades & contractors - QuickBooks integration with field service software (ServiceTitan, Jobber), progress billing, equipment tracking

  • Content creators & marketers - Multi-platform income tracking, 1099 management, estimated taxes

  • Professional practices - Session-based revenue, practice expense optimization

  • Any established business with moderate complexity that needs someone who speaks your industry's language

You'll Get:

A bookkeeper who understands your specific business model, not just generic accounting. Someone who can explain why your numbers look the way they do and help you use that information to run your business better.

Starts at $900/month

Let's Talk
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The Strategic CFO

Comprehensive financial partnership for businesses ready to scale

You need more than bookkeeping - you need a financial partner who helps you plan for growth, manage cash flow strategically, and make confident financial decisions.

What's Included:

Everything in The Profit Pathway, plus:

  • Cash flow forecasting (13-week and annual projections)

  • Budget creation and variance analysis

  • Monthly strategic financial review sessions

  • Scenario planning for business decisions

  • KPI tracking and dashboard customization

  • Financial process optimization

  • CFO-level advisory support without the full-time salary

Best For:

  • Multi-location businesses managing growth

  • Complex operations (logistics, HOA management, multi-entity structures)

  • Businesses preparing for major decisions (expansion, financing, exit planning)

  • Owners who want strategic financial leadership, not just compliance bookkeeping

  • Companies with $500K+ revenue who need sophisticated financial management

You'll Get:

A true financial partner who knows your business inside and out. Someone who helps you plan strategically, spot opportunities and problems early, and make data-driven decisions with confidence.

This isn't bookkeeping - it's financial leadership.

Starts at $1,500/month

Let's Talk
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The Clean Slate

Financial cleanup for businesses that are behind - this is exactly what I specialize in

Behind on your books? Previous bookkeeper left things a disaster? Haven't reconciled in months (or years)? This is my sweet spot.

I love taking messy, chaotic books and transforming them into clean, accurate financials you can actually use.

What's included:

  • Complete assessment of your current state (how far behind, what's broken, what needs fixing)

  • Historical reconciliation - getting every account to match your bank statements

  • Cleanup of incorrect categorization or coding

  • Missing transaction research and documentation

  • Creation of clean financial statements for all periods

  • Tax-ready books your CPA will actually appreciate

  • Transition to ongoing monthly bookkeeping (if desired)

Perfect For:

  • Businesses that are months or years behind

  • New business owners who DIY'd their books and now need help

  • Companies recovering from bookkeeper disasters

  • Anyone preparing for tax season who realizes their books are a mess

  • Businesses that need a financial reset

How It Works:

  1. Discovery call - We assess the scope of work and timeline

  2. Custom quote - Pricing based on how far behind you are and complexity

  3. Cleanup execution - I work systematically to get you current and accurate

  4. Handoff - Clean books, clear documentation, ready for tax time or ongoing services

Pricing varies based on scope - starts at $2,750

Let's Talk