Partner with us
Choose the Right Level of Financial Partnership
One goal: helping your business grow with confidence.
The tune Up
find the cash. Build the plan
From $1495/mo
Understand where your money is going, uncover opportunities, and get a clear, actionable plan to improve cash flow and profitability.
- In-depth financial review
- Cash flow analysis
- Spending analysis
- Identify opportunities to keep more of what you're earning
- Action plan with clear next steps
- Can work with your existing bookkeeper (or ours)
The forecast
Understand Your Numbers
From $875 -1,500/Wk
Stay ahead with proactive financial oversight, cash flow management and ongoing support.
- Monthly financial review meetings
- Ongoing cash flow management
- Payroll Management
- Profitability Monitoring
- Actionable Financial Insights
- Accounts Payable and Receivable Management
Upgrade when you’re ready for:
- CFO-Level Strategy
- Long-term Financial Forecasting
- Executive Decision Support
The CFO SUITE
Lead With Your Numbers
From $2,250 - 3,000/wk
High-level financial guidance to help you make confident decisions and grow with intention.
- Everything in The Forecast
- Strategic financial planning
- In-depth analysis and modeling
- Support with major business decisions
- Goal setting and accountability
- Ongoing access to a trusted financial partner
BEST FOR
Businesses that are making money but aren't sure where it's going and want a clear plan to improve cash flow and profitability.
BEST FOR
Businesses that want ongoing visibility, financial management and a partner to help them stay on track and plan ahead.
BEST FOR
Established or growing businesses that want a fractional CFO as a long-term partner in their success.
BOOKKEEPING SERVICES
The Ledger
Know your Numbers
From $800 -1,000/mo
Accurate, timely bookkeeping so you always know where your business stands.
WHAT'S INCLUDED
- Accurate Books
- Monthly Reconciliation
- Monthly Reporting
- Organized Financials
- Basic Financial Visibility
BEST FOR
- Businesses that need reliable bookkeeping and clear, accurate financial records
The Ledger
Know Your Numbers
From $800 -1,000/mo
- Accurate Financial Records
- Monthly Bookeeping
- Monthly Financial Reports
- Organized Books
- Basic Financial Visibility
Upgrade When You Need
- Payroll Support
- Cash Flow Planning
- Strategic CFO Guidance
The forecast
Understand Your Numbers
From $875 -1,500/Wk
- Everything in The Ledger
- Weekly Financial Reporting
- Payroll Management
- Cash Flow Planning
- Profitability Monitoring
- Actionable Financial Insights
Upgrade When You Need
- CFO-Level Strategy
- Long-term Financial Forecasting
- Executive Decision Support
The CFO SUITE
Lead With Your Numbers
From $2,250 - 3,000/wk
- Everything in The Forecast
- Fractional CFO Leadership
- Long-term Financial Forecasting
- Strategic Growth Planning
- Profitability Analysis
- KPI Reporting & Executive Insights
- Budgeting & Scenario Planning
- Dedicated Financial Partner
We Don’t Just Track Numbers—
We’ve Been in Your Shoes
We created these package options after seeing too many entrepreneurs struggling with financial clarity while trying to grow their businesses. We understand how overwhelming it can feel when your financial picture is clouded by complexity – it’s like trying to navigate the canyons on a foggy morning when you’re used to our brilliant sunshine. Each of our carefully designed packages delivers exactly what you need at your current stage, without paying for services you won’t use. Whether you’re just launching and need clean books, scaling rapidly and require deeper financial analysis, or ready for executive-level strategic guidance, we’ve structured our offerings to grow alongside you while keeping your costs predictable and transparent.
What truly sets our packages apart is how they’re specifically engineered for businesses like yours. Having owned a retail shop myself, I intimately understand the challenges of running a business while trying to keep the finances organized. I handled the bookkeeping for my own store before selling it and transitioning to bookkeeping full-time, so I’ve experienced the same struggles you face—from both sides of the desk.
Our team doesn’t just organize numbers – we interpret them through the lens of real business experience, highlighting opportunities others might miss. We personally oversee every client relationship to ensure you receive the warm, attentive service you deserve while benefiting from sophisticated financial insights that illuminate your path forward.
Just as the California sunshine brings clarity and warmth to everything it touches, our tailored financial packages will bring that same clarity to your business decisions and warm confidence to your growth strategy.