Pro Package

You’re past the infamous six figure threshold in business and are growing fast.  

In order to scale, you’ve created systems and processes and started building a team.  Despite all the growth, the financial side of your business has been an ongoing pain point for you.  

You know the importance of keeping up with your finances, but you feel frustrated when reading your profit and loss statement.  You think: “Did every other business owner go to school for accounting?  These financial reports are jibberish!” 

What if I told you there are only about 6 key metrics you need to watch in order to monitor your financial health – and you don’t need to be an accountant to understand them? 

Imagine getting a one page monthly report that allows you to understand the key financial metrics in your business in 30 seconds or less. 

Imagine having a quarterly financial coaching call to ensure that you’re staying on top of your numbers. 

Imagine feeling empowered in using your financial data to make informed business decisions.  

Your business finances will go from your greatest foe to your best asset. 

What you get:

  • Quarterly financial coaching calls 
  • Income breakout by revenue category
  • Custom monthly financial reporting
  • An intuitive chart of accounts
  • Monthly transaction categorization
  • Monthly bank reconciliations
  • A best practice accounting system that allows you to scale up smoothly as you grow
  • Unlimited email support
  • Yearly 1099’s prepared and filed
  • Support for your CPA 

If you’re looking to hand over your day to day bookkeeping to someone reliable, who understands your needs. Someone who is there to support you and explain what the reporting says about your business. You’re in the right place.

Let’s talk about how I can help you. Book your free consult below.