Starter

$450 / month*

*on average

Perfect for solopreneurs, freelancers, and small businesses just starting out.

  • Monthly or quarterly bookkeeping

  • Bank and credit card reconciliations

  • General ledger maintenance

  • Basic financial statement preparation

  • QuickBooks Online setup and training

  • Email support

Growth

$1,200 / month*

*on average

For growing businesses that need more hands-on management and insight.

Includes everything in Starter plus:

  • Accounts payable and receivable management

  • Monthly financial reviews and reporting

  • Cash flow analysis and forecasting support

  • Quarterly budgeting assistance

  • Quarterly check-in calls

  • Payroll processing and vendor payments

Strategic

$2,500 / month*

*on average

For established or scaling companies requiring CFO-level oversight and investor reporting.

Includes everything in Growth plus:

  • Custom financial dashboards and KPIs

  • Monthly investor and lender reporting packages

  • Strategic advisory and planning calls

  • Multi-entity & consolidated reporting support

  • Audit preparation and documentation

  • Technology platform optimization and integrations

Add-On Services

Add these services to any package based on your needs:

Payroll Processing

Quarterly Tax Estimates

Annual Tax Planning

1099 Vendor Filing

QuickBooks Cleanup & Training

System Setup & Migration

Which Package Is Right for You?

Choose Starter if you:

  • Have fewer than 50 transactions per month

  • Need basic bookkeeping & compliance

  • Want to focus on running your business, not managing books

Choose Growth if you:

  • Have employees or multiple revenue streams

  • Need regular financial insights and cash flow management

  • Want strategic guidance on financial decisions

Choose Strategic if you:

  • Have investors, lenders, or board reporting requirements

  • Need CFO-level oversight and strategic planning

  • Are scaling rapidly or managing complex operations

Still not sure? Let’s talk.

I’ll review your specific needs and recommend the best approach for your business stage and goals.

Frequently Asked Questions

Can I change packages as my business grows?

Absolutely! Your package can evolve with your business needs.

What if I need services from multiple packages?

I create custom solutions. Many clients benefit from hybrid approaches.

How quickly can you get started?

Most clients are up and running within 1-2 weeks of our initial consultation.

Do you work with businesses outside Arizona?

Yes! I serve clients nationwide through secure, cloud-based systems.

Solutions for all your business needs

Business Setup & Consulting

Get your financial foundation right from the start

Financial Reporting & Analysis

Turn your numbers into actionable business insights

Bookkeeping & Financial Management

Foundational services to keep your business running smoothly

Specialized Industry Services

Expert knowledge for unique business needs

Get Your Custom Pricing Recommendation

Tell me about your business and I’ll recommend the perfect package for your needs—plus send you my calendar link so we can discuss details.