Services

Financial services that give you clarity, cash flow stability, and control.

Whether you need clean books, predictable cash flow, or CFO-level strategy, we build the systems that support your next stage of growth.

Find Your Right Level

What every level is built on

Clean, accurate books as a non-negotiable foundation.
Cash flow visibility so you can see what’s coming.
Support that meets you where you are — and grows with you.

Service Suite

Choose your level of support.

Every engagement is built around three pillars: clean books, clear cash flow, and confident decision-making.

Final pricing is confirmed after a short intake review to ensure the level of support matches the business.

Level 1

Bookkeeping & Compliance

Perfect for businesses that want clean, accurate books and no more surprises.

Monthly bank & credit card reconciliations.
Categorized, accurate transactions.
Monthly P&L and Balance Sheet.
Tax-ready books all year.

Foundational support — starting at $1,000/month

Level 2

Financial Clarity & Cash Strategy

For owners who want predictable cash flow and better decision-making.

Everything in Bookkeeping & Compliance.
13-week rolling cash flow forecast.
Monthly dashboard & narrative summary.
Budget vs. actual tracking.
Owner pay & profit allocation plan.
Monthly strategy call.

Most common engagement — typically $2,500–$4,000/month

Level 3

True Profit CFO

Your strategic financial partner for growth, profit, and long-term stability.

Everything in Financial Clarity & Cash Strategy.
Job costing & margin analysis by service, crew, or location.
Advanced forecasting & scenario planning.
Pricing and compensation strategy.
Equipment ROI & capital planning.
Exit & long-term wealth planning.
Bi-weekly CFO strategy calls.

Custom engagement — typically $5,500+/month

Specialized Add-Ons

Tax, projects, and one-time upgrades.

For clients who need focused support beyond monthly services, we offer scoped add-ons that solve specific problems without you having to hire another firm.

Annual business & owner tax returns.
Quarterly tax estimate planning.
Tax strategy sessions.
Cash → accrual conversions.
KPI dashboard buildouts.
Owner’s Pay Reset.
Banking and audit prep.
Process & SOP optimization.

Services are scoped based on your business structure, goals, and current systems. We'll confirm the right approach and investment during your Clarity Call — no pressure, no surprises.

Not sure what you need?

We’ll start with where you are today. I’ll review your goals, your current systems, and your biggest pain points, then recommend a clear path — even if that means starting small.

Talk Through Your Options

Comparison

At-a-glance view of each level.

Feature	Bookkeeping & Compliance	Financial Clarity & Cash Strategy	True Profit CFO
Clean, reconciled books	✔	✔	✔
Monthly financial reports	✔	✔ + dashboard	✔ + advanced reporting
13-week cash flow forecast	–	✔	✔ (with scenarios)
Owner pay & profit plan	–	✔	✔
Job costing & margin analysis	–	Light review	✔ deep dive
Pricing & compensation strategy	–	–	✔
Strategy calls	As needed	Monthly	Bi-weekly

Process

How we go from chaos to clarity.

Clarity Call

We review your current numbers and stress points, then recommend the level that fits you best — no pressure.

Clean-Up & Setup

We gather access, clean up your books, and establish a solid baseline so we both know exactly where things stand.

Build Your System

Depending on your level, we build your 13-week cash plan, owner pay routines, dashboards, job costing, or CFO tools.

Ongoing Support

Monthly or bi-weekly reviews keep your plan aligned with your goals and your business moving in the right direction.