Accurate books are the starting point. The real value comes from understanding what the numbers mean. Explore examples of how I turn financial data into clear reporting, useful analysis, and practical information you can use to make better business decisions.
Clean books tell you what happened. Useful financial analysis helps you decide what happens next. This demonstration dashboard shows how financial data can be turned into cash-flow visibility, KPI tracking, forecasting, management targets, and scenario planning to support better business decisions.
Every business starts from a different place. Choose the level of financial support that fits where you are today—with room to grow as your needs change.
Custom project pricing
One-time project
For one business needing cleanup or catch-up:
✓ QuickBooks review & cleanup
✓ Bank & credit card reconciliations
✓ Transaction review & correction
✓ Chart of accounts review
✓ Financial statement review
✓ Cleanup summary & recommendations
Pricing is based on months requiring cleanup, transaction volume, number of accounts, and complexity. Additional entities or prior-year cleanup are quoted separately.
Starting at $249/month
Paid monthly in advance
For one small service-based business:
✓ Monthly bookkeeping & reconciliations
✓ Bank & credit card account review
✓ Transaction review & categorization
✓ Month-end financial review
✓ Monthly financial statements
✓ Clear financial reporting & communication
Starting price is for one business with limited monthly activity. Pricing is based on transaction volume, number of accounts, services required, and complexity. Additional entities or expanded services are quoted separately.
Starting at $999/month
Monthly retainer paid in advance
For one business ready to go beyond bookkeeping:
✓ Cash flow analysis & planning
✓ KPI tracking & management reporting
✓ Budgeting & forecasting
✓ Financial performance analysis
✓ Scenario & decision-support modeling
✓ Monthly financial review & insights
✓ Owner/management strategy meeting
Starting price is for one business and is based on reporting needs, financial complexity, meeting frequency, and level of ongoing support. Additional entities or expanded services are quoted separately.
Tell me a little about your business and what you're looking for. I'll review your needs and recommend the right level of support.