Refresh

Rennovate

Grow

$299/month

$599/month

Custom Quote

Certified Accountant Review

Dedicated Success Manager

Email Support next business day

One LLC or Corp

1-2 credit cards

Transaction Categorization

Profit and Loss Report

Monthly CFO Call with Customized Metrics (KPI) Reporting

Balance Sheet Report

Invoicing Support (Up to 15 invoices)

Accounts Payable

Payroll Management

Refresh

Renovate

Grow

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 accounting clients with a CFO Strategic Finance Review—it's the best way to assess your needs and help you choose the right plan with confidence.

We typically start new accounting clients with a CFO Strategic Finance Review—it's the best way to assess your needs and help you choose the right 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?

It goes far beyond bookkeeping or even just an accounting firm. Our team pairs your business with an accounting professional, a fractional CFO, and a Dedicated Success Manager—delivering strategic financial insights specifically designed to accelerate your profitability.

It goes far beyond bookkeeping or even just an accounting firm. Our team pairs your business with an accounting professional, a fractional CFO, and a Dedicated Success Manager—delivering strategic financial insights specifically designed to accelerate your profitability.

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?

A resounding YES—depending on your chosen package! Our Renovate and Grow packages offer monthly check-ins reviewing the critical metrics driving your business's profitability. Plus, you'll have unlimited email access to our accounting team anytime, with a guaranteed next-day response for every package. We love staying connected!

A resounding YES—depending on your chosen package! Our Renovate and Grow packages offer monthly check-ins reviewing the critical metrics driving your business's profitability. Plus, you'll have unlimited email access to our accounting team anytime, with a guaranteed next-day response for every package. 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 empowering you with financial literacy, making your numbers crystal clear. Plus, we provide you with access to an intuitive CEO app—allowing you to easily input and track your numbers without ever needing to dive into QuickBooks Online.

Absolutely! A core part of our mission is empowering you with financial literacy, making your numbers crystal clear. Plus, we provide you with access to an intuitive CEO app—allowing you to easily input and track your numbers without ever needing to dive into QuickBooks Online.

How do payments work?

How do payments work?

How do payments work?

How do payments work?

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 accounting 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 accounting 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 financial messes is one of our specialties.

No worries—cleaning up financial messes 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 accounting and Fractional CFO services are fully deductible business expenses.

Yes, our accounting 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 within 24 hours.

Extremely! We pride ourselves on providing fast, clear responses within 24 hours.

What if I’m unhappy with my accounting services?

What if I’m unhappy with my accounting services?

What if I’m unhappy with my accounting services?

What if I’m unhappy with my accounting services?

We’re so confident you’ll love working with our accounting 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 accounting 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.

Running a business is hard enough without second-guessing your numbers. That’s why we built Accounting for PROFIT—to give you reliable financial insight without the overwhelm. 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.   

If you’re ready to stop guessing and start growing, it’s time for a Finance MakeOver.