Our core specialties are Bookkeeping, Financial Reporting, Account Reconciliation, Payroll. We have a history of working with large, financially complex organizations, and bring that experience to small businesses and startups.
What is the value of one-on-one consultation approach?
One-on-one relationships compound in value with each interaction! We get to know you, your business, your goals, and your preferences. The deeper our relationship becomes, the better we can customize services and recommendations to meet your specific needs.
How long does the process take?
Typically, we provide founders with their custom Business Blueprint in just one week.
How long is the first session?
The Discovery & Goals session is a 2-hour deep dive into your business history, financial situation, and specific goals. We then create your custom Business Blueprint, recommending specific one-time and ongoing actions to improve your business health and profitability now and in the long term.
How are fees structured?
Your Business Blueprint, including Discovery & Goals Session is $490.
We have quarterly and monthly service packages ranging from $499 to $1,499 per month.