BOOKKEEPING services

All bookkeeping packages are custom created to fit that particular business.
No long term commitment. No surprise fees. No paper records needed.

simple start

Categorize your transactions for your P&L and Balance Statements

Reconcile your accounts

$325/month

essentials

Categorize your transactions

Reconcile your accounts

Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

Full-service A/P & A/R management. We will create your bills & invoices and track payments.

$650/month

advanced

Categorize your transactions

Reconcile your accounts

Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

Full-service A/P & A/R management. We will create your bills & invoices and track payments.

Monthly financial consultation (CFO Services) based on your business needs to enable growth and optimization

$1,500/month

Financial SERVICES

Ready to FINALLY be debt free and discover the wealth building skills that you didn't learn in school?

Life insurance

  • FREE Financial Needs Analysis (Budget Review)

  • With your budget and future goals figured out, we will determine which insurance is best: Term, Indexed Universal Life, or Final Expense.

  • You do not pay me for this service, you will pay the carrier if you are approved for your insurance policy.

1-1 fINANCIAL COACHING

  • FREE Financial Needs Analysis (Budget Review)

  • 1 HR Phone Calls

  • Calls Do Not Expire - More than 1 phone call occur in a month (if needed)

  • 1 payment of $397 for 3 months of coaching. This will entail weekly calls, check-ins, and worksheets you will need to complete once we get your budget completed.

1-1 Business Coaching Session

  • 1 HR Phone Calls

  • Calls Do Not Expire - More than 1 phone call occur in a month (if needed)

  • Walk through your financial reports and let us see where you can save!

  • In business, debt is necessary, but making sure not to sink the boat is the key!

  • $995 monthly for 3 months totaling $2,985. Once the payments are complete you would have a discussion with me to figure out if you would like to continue with my services, or if you are happy with the progress you have made to continue on your own.