Unlock Your Business Potential
Core Bookkeeping Services
Ideal for monthly or quarterly clients:
- Transaction categorization and reconciliation
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- QuickBooks or Zoho Books
- Chart of accounts creation and maintenance
- Accounts payable and receivable tracking
- Bank and credit card reconciliation
- Vendor management and 1099 tracking
- Invoicing
- Payroll processing (optional add-on)
- Year-end reporting and CPA coordination
Strategic Consulting Services
Perfect for clients seeking growth, clarity, and financial leadership:
- Budgeting and cash flow forecasting
- KPI dashboard creation and performance tracking
- Business model refinement and pricing strategy
- Quarterly planning and goal setting
- Financial analysis and scenario modeling
- Startup advisory and operational guidance
- Fractional CFO-style support (Executive tier)
- Investor-ready reporting and pitch deck support
Creative Administrative Add-Ons (À La Carte)
Perfect for customizing your business needs to only what you want and nothing you do not.
- Administrative tasks by the hour
- Customer Networking and answering after hours
- PowerPoints and Presentations
- Logo design and brand identity kits
- PowerPoint presentations and executive decks
- Branded financial templates and dashboards
- Marketing graphics and social media assets
- CRM setup and workflow automation (e.g., HoneyBook, Hubspot, Zoho, Dubsado)
- Email campaign design and setup
- Business card and flyer design
- Website copywriting and layout consulting
- WordPress set up and training
- Monthly website & Blog Updates
- Newsletter Generation and Email Marketing
- NEW: AI Training for you and your employees
- Business Startup Consulting
Financial Bundle Packages
Essentials Bundle – $300/month
- Monthly bookkeeping
- One advisory call
- QuickBooks or Zoho Books
- Basic financial reports
Growth Bundle – $500/month
- Essentials +
- KPI dashboard
- Two strategy sessions/month
- Budget template
- CRM setup (optional add-on)
AI Training – Cost Varies according to needs
Virtual 1 hour key AI workshop
Virtual one on one training 1+ hrs
One on one training 1+ hrs
Branding Starter Bundle – $350+/setup and varies monthly
- Website Design, hosting, & monthly updates (domain costs vary according to market price)
- Logo design
- 1 social media template weekly
- Branded budget tracker
Strategy + CRM Bundle – $varies/monthly
- Branding Starter +
- CRM implementation (platform subscription not included)
- Email template setup
- Professional Email, Lead, & Contact Forms
- Monthly blog & newsletter
Executive + Marketing Power Bundle – $varies/month
- Strategy +
- Monthly strategy reports
- Monthly Marketing Calendar
- Investor pitch deck
- Custom marketing graphic
- CRM Maintenance & Reports
Certificate Courses we currently offer