Services Overview

Ongoing support to help keep your financial and operational systems organized and functioning smoothly.

Includes:

• Bookkeeping oversight
• Bank and credit card reconciliations
• Monthly financial statements
• Payroll support and contractor tracking
• Monthly financial review meetings
• Process improvement recommendations

A higher-level service designed for businesses that are growing, hiring employees, and need stronger internal systems.

Includes:

• Cash flow monitoring
• Budget planning support
• SOP development
• Hiring and onboarding workflows
• Vendor and expense analysis
• Strategy meetings

We also offer project-based support including:

Financial Cleanup Projects
Catch-up bookkeeping and reconciliation corrections.

SOP Development
Documentation of operational workflows and internal processes.

Hiring System Setup
Development of hiring processes and employee onboarding systems.