Not every business needs a Controller or a CFO.  Not every business wants monthly advisory meetings. Sometimes you just need your bookkeeping handled correctly so you can focus on running your business.  This is where the Puppy Package comes in.  Our new Puppy Package is designed for small businesses that want professional and accurate records without all the dog treats.

Our Puppy Package Includes: 

• Bank account reconciliations
• Credit card reconciliations
• Cash-based financials
• Transaction coding and data entry
• Books organized and maintained throughout the year
• Tax-prepared, ready financials

What’s Not Included:

• Monthly meetings
• Advisory meetings
• Budgeting and forecasting
• Controller services
• CFO services
• Strategic consulting

This package is intentionally simple.  You handle your business, and we’ll handle your books.

• Monthly service: starting at $500/month. 
• Cleanup & Catch-up work: billed at $95/hour.

If your business has grown and needs Controller / CFO services, please see our pricing here.