Our Services

Tailored financial clarity — built around how you work.

Ledger Life

Bookkeeping designed to keep your numbers clean and your mind clearer.

📘 The Ledger Lite - Your essential bookkeeping — simplified.

  • Reconciliation of up to 2 business accounts

  • Profit & Loss Statement and Balance Sheet

  • Basic transaction review and account matching

  • Year-end Financial Summary for tax prep

  • Secure document portal (Google Drive)

  • Email support (2-business day response time)

  • QuickBooks Online required (client-managed)

💼 The Smart Money Suite - Bookkeeping with built-in clarity and confidence.

  • Reconciliation of up to 4 business accounts

  • P&L, Balance Sheet, and Transaction Detail Report

  • Financial Highlights Summary

  • Quarterly email check-in with scheduling option

  • Year-end summary + secure doc portal

  • Email support (1–2 business day turnaround)

  • QuickBooks Online required

👩‍💼 The CFO Companion - Advanced bookkeeping meets strategic financial guidance.

  • Up to 5 reconciled business accounts

  • Full monthly reports: P&L, Balance Sheet, Detail

  • Financial Highlights Summary

  • Quarterly strategy call (up to 60 minutes)

  • Priority email support

  • Year-end summary + secure file portal

  • QuickBooks Online required

Consulting Support

Smart, systems-first advisory — without the overwhelm.

Use this for one-time clarity boosts or ongoing strategic support. Choose what fits.

🔍 The Clarity Check-In - A one-time session to troubleshoot, clarify, or map your next steps.

  • 60-minute Zoom call focused on your system, challenge, or financial goal

  • Optional doc review (QBO, workflows, etc.) before the call

  • Post-call summary with 3–5 tailored action steps

  • Recording optional + 14-day credit if you upgrade to a full package

  • Great for onboarding, stuck points, or one-off clarity boosts

📞 The Strategy Sync - Ongoing operational guidance — built for flexibility.

  • One Zoom call per month or quarter (your choice)

  • Optional pre-call submission

  • Written recap with next steps

  • Monthly or Quarterly availability

  • For returning clients or those seeking lightweight, high-trust advisory

  • No in-between support included — bonus sessions available as add-ons

📘 The Process Playbook - Your business’s operational reset.

  • Audit of your current workflows (onboarding, payments, tasks, storage)

  • Digital file reorg (Drive/Dropbox)

  • Up to 3 custom SOPs written + documented

  • Mini Ops Manual (summarizes structure + next steps)

  • One strategy kickoff call

  • Two weeks of follow-up support

  • Not a tech overhaul or CRM rebuild — this is structure-first support

✳️ The Fractional Framework - Strategic partner support with light implementation — without hiring full-time.

  • 2× 60-min strategy sessions per month

  • Up to 2 SOPs created or revised monthly*

  • Workflow & document feedback

  • Shared systems dashboard Drive

  • Priority booking for additional sessions

  • 3-month commitment encouraged

  • Built for scaling founders and operators refining internal systems without needed a full-time hire.

*SOP creations and revisions do not roll over month to month

Smart Enhancements

A La Carte or Add-on services to customize your support.

Perfect as one-off projects or test-drives. No commitment required.

📌 Essential Bookkeeping Support

  • One-off reconciliation

  • Transaction reclassing

  • Loan split tracking (principal vs. interest)

  • Custom financial report pulls

📁 System Support & Digital Organization

  • File reorg (Drive, Dropbox, etc.)

  • Custom client portal setup

  • QBO setup or file structure review

🧠 Operations & Workflow Enhancements

  • SOP development

  • Workflow mapping

  • Payment processes + tech tool evaluation

  • Custom checklist/calendar creation

🎯 Strategic Support Enhancements

  • Bonus Strategy Session
    60-minute call + follow-up summary (for past or current clients)

  • Quarterly Planning Call
    Project check-in or pivot planning + 48-hour recap

🧾 Catch-Up, Clean-Up & Compliance

  • Catch-up or historical bookkeeping

  • Chart of accounts cleanup

  • CPA/tax prep coordination

  • 1099 vendor support & audit prep

🔎 Onboarding & Intake Review

  • QBO file review

  • System intake audit

  • Readiness check + written findings

  • Credit if you move forward within 30 days

➕ Additional SOP Creation

  • Includes system mapping, formatting, and shared dashboard delivery

Personal Budgeting

Get your spending in sync with what actually matters.

(Support for families and individuals)

  • Budget Blueprint package

  • Debt payoff or savings strategy

  • Personal finance check-ins

  • Financial wellness for overwhelmed households

Not sure what fits yet? That’s what the Discovery Call is for.

Let’s talk through your needs and find the support that makes the most sense — no pressure, just clarity.