Choose the plan that's right for you.
I keep things simple to give you just the right amount of financial superpowers.
The Starter Package is for the entrepreneur who’s just starting out or keeping things lean. I’ll make sure your books are clean and your receipts aren’t living in a random shoe box. You’ll get monthly reconciliations and basic reports — think of it as your bookkeeping safety net.
When you’ve got momentum, clients are rolling in, and suddenly, you need forecasts, dashboards, KPIs! When you're ready to make the big moves, let's talk strategy, not just spreadsheets — so you can make decisions with confidence.
Starter Packages
☑ Tech-enabled Monthly Bookkeeping
☑ Bank / Credit Card Reconciliations
☑ Basic Financial Reports
☑ E-mail Q&A
☑ Books clean-up / catch-up
Accounting Set-Up
☑ Book Set-up in Quickbooks or Odoo
☑ General ledger accounts set-up
☑ Inventory / purchasing flow set-up
Fractional Accounting
☑ Accounting Advisory Services
☑ Budgeting / Forecasting
☑ Financial Wellness Review
Data Analysis / Dashboard
☑ Power BI Dashboards
☑ Excel-based Dashboards
☑ Access d-bases