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Accounting Services

My goal is simple: To help you start, build and grow the business you dream of.

  • Entrepreneur Package

    We'll begin with an examination of your current systems and processes. Then tailor our services around your unique budget, goals, and processes.


    Revenue: $0 - $5,000 per month


    • Manage Chart of Accounts for your specific industry
    • Manage Accounts: credit cards, banks, customers and vendors (up to 3 each).
    • Products / Services updates
    • Accounts payable - Bill Payment
    • Accounts receivable - Invoicing
    • Account reconciliations
    • Month-end close
    • Monthly, quarterly and annual financial statements
    • 1 HR Strategy Session per month
  • Small Business Package

    We'll decide how much support your business requires, weekly, monthly or quarterly. The goal is to be compliant and consistent each month.


    Revenue: $5,001 - $10,000 per month


    Includes, everything in entrepreneur package and

    • Manage Accounts: Bank, credit cards (up to 7)
    • Vendor Account Maintenance
    • Customer Account Maintenance
    • Inventory Management
    • Cost Control Processes
    • Budgeting and Forecasting
    • Owner payroll Management
    • Internal controls Processes
    • Sales tax and payroll tax reporting
    • Custom Reports ( up to 3)
    • 1 HR Startegy Session per month
  • Corporate Package

    Chief Financial Officer (CFO), oversee long-term financial picture. with capital structure and the best mix of debt, equity, and internal financing.


    Revenue: $10,001+ per month


    Includes, everything in entrepreneur and startup package, plus CFO Services.

    • Develop Investment Strategy
    • Unlimited transactions
    • Unlimited Account Management
    • Unlimited Reports
    • Month End Close
    • Manage Capital Structure: Assets, Debt, Equity and Financing
    • Internal Auditing and Assurance
    • Tax Planning
    • 2 HR Strategy Session per month