It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you want to optimize your existing business. Whatever you have built or dreamt, we can review where things stand and position you to take the next step. This phase of our work will help us assess your current situation and we will provide pricing estimates for one-time services and ongoing work.

Established business reviews start at $1,500.

New business reviews start at $1,000.

Before we begin recurring services, we need to get your books and all compliance current. This is when we'll transition you to new systems, train your team, and sweep out any dust under the rugs (of your business).

Onboarding and cleanup projects will be quoted in the Business Review stage.

Looking to modernize your business and/or automate repetitive tasks? We will review your wants and needs, help with concepting, design, and training/implementation. Whether you want to create custom software integrations or bring your operations into the cloud, we can assist.

These projects often range between $2.000 for single software transitions to $15,000+ for full stack conversions and integrations.

Our standard accounting and tax services are designed to provide you with accurate historical financial information, as well as preparing and filing tax returns.

Accounting and tax services start at $600 per month.

Controller services include accounting and tax services but also include back-office support like payroll, accounts payable (A/P), billing and receivables (A/R), business licensing renewals, budgeting and expense management, monitoring key metrics and ratios, and monthly management meetings.

Controller services start at $2,000 per month.

CFO services comprise of full accounting and controller services, with additional financial forecasting and KPI monitoring, fractional executive leadership, managing stakeholder relations, capital management decisions, and weekly meetings.

CFO services start at $4,000 per month.

We also invest in small businesses and are willing to deploy creative arrangements with qualified partners.