The right tools. The right support.
Whether you need hands-on training, done-for-you support, or just a little fine-tuning—we’ve got a service that fits. Explore our core packages and customize it with expert add-ons that meet your needs just right.
The Sketch Pad
Foundational QBO training and support tailored to your workflow
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hands-on owners who want to organize their books, understand QuickBooks, and build smart financial habits—with guidance, not guesswork.
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Our signature service for those that have outgrown their DIY systems but aren’t ready to hand everything off. You’ll work side-by-side with a CPA who gets your creative brain, simplifies the technical stuff, and teaches you what you actually need to know.
You’ll walk away with:
A cleaned-up QuickBooks file you can trust
Clear, repeatable systems for managing your books
A solid understanding of your finances—even if you’ve “never been a numbers person”
Peace of mind that your business is finally on solid financial footing
Smart automations, strong core habits and “what not to touch” tips
The Outline Review
A premium offer for clean books and ongoing insight
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for businesses that want their books handled behind the scenes—with expert care, clean systems, and just right strategic input.
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QuickBooks Online Setup or Deep Clean (customized chart of accounts, reconciliation catch up, process improvements, data import)
Ongoing reviews of financial health (monthly, quarterly, semiannual, or annual)
Strategy notes + simple action plans
Insight-rich reports
The Portfolio Plan
Comprehensive CFO Style consulting
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for visionary business owners who need focused, ongoing financial insight—and a thinking partner who speaks both numbers and nuance
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A premium, fully customized engagement designed to meet your goals and ease your growing pains.
May include:Financial reporting & profitability analysis
Strategic tax planning + return preparation
Systems design & automation mapping
On-demand data dives for informed decision making
Service Add-ons
Ops Outpost:
Workflow & Integration Support
Wondering how your CRM, QuickBooks, or client systems should all work together?
We can help you streamline your tools, build smarter workflows, and make sure your systems are talking to each other—and working for you.
Business Owner Payroll Advisory
Not sure how to pay yourself—or how much?
We’ll guide you through the best payroll approach for your entity type, goals, and tax strategy—so you stay compliant and optimize every dollar.
Annual Tax Preparation
Struggling to bridge the gap between your day-to-day operations and your once-a-year tax advisor?
Our tax prep service translates your year-end books into a clean, complete tax return—without you lifting a finger. Seamless, accurate, and stress-free.
Financial Data Compilation
Need help putting together a grant proposal, loan package, or client-facing financials?
This service offers clean, compelling reports designed for outside eyes—so your business numbers make sense and stand out.
Let’s sketch your next move.
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