MONTHLY
Renovate
Refresh
Payroll Management
Accounts Payable
Invoicing Support (Up to 15 invoices)
Balance Sheet Report
Monthly Finance Review Call (30 min)
Profit and Loss Report
Transaction Categorization
1-2 credit cards
One LLC or Corp
Email Support next business day
Dedicated Success Manager
Certified Accountant Review
$200
PROMO
$599
No CFO Call
$299
No CFO Call
Custom
Rennovate
Refresh
Custom
Renovate
Refresh
Payroll Management
Accounts Payable
Invoicing Support (Up to 15 invoices)
Balance Sheet Report
Monthly CFO Call with Customized Metrics (KPI) Reporting
Profit and Loss Report
Transaction Categorization
1-2 credit cards
One LLC or Corp
Email Support next business day
Dedicated Success Manager
Certified Accountant Review
Custom Quote
$599/month
$299/month
Grow
Rennovate
Refresh
We'll might need to review transaction accounts to make sure the package is appropriate.
How do I know which service is right for me?
How do I know which service is right for me?
How do I know which service is right for me?
How do I know which service is right for me?
We typically start new bookkeeping clients with a Financial Books Review—it's the best way to assess your needs and help you choose the right Profit Plan with confidence.
We typically start new bookkeeping clients with a Financial Books Review—it's the best way to assess your needs and help you choose the right Profit Plan with confidence.
Is this just bookkeeping, or is there more?
Is this just bookkeeping, or is there more?
Is this just bookkeeping, or is there more?
Is this just bookkeeping, or is there more?
Yes it is more! Clean books are the foundation of a true Profit Plan. If your numbers aren't accurate, we can't deliver the strategic insights you need to grow.
Every Profit Plan client is paired with:
✅ A Fractional CFO to uncover financial opportunities
✅ A Dedicated Success Manager to support implementation
Together, they help turn your numbers into clarity, confidence, and sustainable profit.
Yes—but because clean books are the foundation of a true Profit Plan.
If your numbers aren't accurate, we can't deliver the strategic insights you need to grow.
Every Profit Plan client is paired with:
✅ A Fractional CFO to uncover financial opportunities
✅ A Dedicated Success Manager to support implementation
Together, they help turn your numbers into clarity, confidence, and sustainable profit.
Do I have direct contact with my Fractional CFO?
Do I have direct contact with my Fractional CFO?
Do I have direct contact with my Fractional CFO?
Do I have direct contact with my Fractional CFO?
Yes! Every CFO Profit Plan client meets directly with a Fractional CFO to review the key metrics driving profitability.
📅 Monthly check-ins for smaller plans
📈 Weekly meetings for larger plans
You’ll also get unlimited email access to our bookkeeping team with a guaranteed next-business-day response.
We love staying connected!
Yes! Every CFO Profit Plan client meets directly with a Fractional CFO to review the key metrics driving profitability.
📅 Monthly check-ins for smaller plans
📈 Weekly meetings for larger plans
You’ll also get unlimited email access to our bookkeeping team with a guaranteed next-business-day response.
We love staying connected!
Will you teach me how to understand my financials?
Will you teach me how to understand my financials?
Will you teach me how to understand my financials?
Will you teach me how to understand my financials?
Absolutely! A core part of our mission is to empower you with financial literacy so your numbers become clear, not confusing. We’ll walk you through your reports, explain what matters most, and help you make smarter decisions. You’ll also get access to our intuitive CEO banking app, making it easy to track expenses, assign categories, and upload receipts—without ever needing to open QuickBooks Online.
Absolutely! A core part of our mission is to empower you with financial literacy so your numbers become clear, not confusing. We’ll walk you through your reports, explain what matters most, and help you make smarter decisions. You’ll also get access to our intuitive CEO banking app, making it easy to track expenses, assign categories, and upload receipts—without ever needing to open QuickBooks Online.
Simple monthly billing—no hidden fees or surprises. Just let us know by the 15th of the month prior if you need to make any changes to your subscription.
Simple monthly billing—no hidden fees or surprises. Just let us know by the 15th of the month prior if you need to make any changes to your subscription.
What if I don’t like using Quickbooks Online?
What if I don’t like using Quickbooks Online?
What if I don’t like using Quickbooks Online?
What if I don’t like using Quickbooks Online?
No problem! Our bookkeeping team will handle everything in QuickBooks Online behind the scenes. You don't need to use it directly—we provide an easy-to-use CEO app so you can effortlessly view your numbers without ever logging into QuickBooks.
No problem! Our bookkeeping team will handle everything in QuickBooks Online behind the scenes. You don't need to use it directly—we provide an easy-to-use CEO app so you can effortlessly view your numbers without ever logging into QuickBooks.
Do you use specific software?
Do you use specific software?
Do you use specific software?
Do you use specific software?
We primarily use QuickBooks Online, but can integrate with most common accounting software.
We primarily use QuickBooks Online, but we can integrate with most common accounting software.
What if my books are messy right now?
What if my books are messy right now?
What if my books are messy right now?
What if my books are messy right now?
No worries—cleaning up messy books is one of our specialties.
No worries—cleaning up messy books is one of our specialties.
Is this service tax-deductible?
Is this service tax-deductible?
Is this service tax-deductible?
Is this service tax-deductible?
Yes, our bookkeeping and Fractional CFO services are fully deductible business expenses.
Yes, our bookkeeping and Fractional CFO services are fully deductible business expenses.
Is customer support responsive?
Is customer support responsive?
Is customer support responsive?
Is customer support responsive?
Extremely! We pride ourselves on providing fast, clear responses the next business day.
Extremely! We pride ourselves on providing fast, clear responses the next business day.
What if I’m unhappy with my bookkeeping services?
What if I’m unhappy with my bookkeeping services?
What if I’m unhappy with my bookkeeping services?
What if I’m unhappy with my bookkeeping services?
We’re so confident you’ll love working with our bookkeeping team that we don’t lock you into any annual contracts. Everything is month-to-month, so you stay because it’s working—not because you’re stuck.
It’s flexible, founder-friendly, and built to grow with your business. You’re in control every step of the way.
We’re so confident you’ll love working with our bookkeeping team that we don’t lock you into any annual contracts. Everything is month-to-month, so you stay because it’s working—not because you’re stuck.
It’s flexible, founder-friendly, and built to grow with your business. You’re in control every step of the way.
If you’re ready to stop guessing and start growing, it’s time for a Finance MakeOver.
Running a business is hard enough without second-guessing your numbers. That’s why we provide PROFITable Bookkeeping—to keep your books compliant and accurate The foundation of any PROFIT plan is clean books. Whether you're just getting started or scaling fast, we’ll help you stay on top of your money so you can lead with confidence.
