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Services Offered:

Our monthly services are designed for consultants, content creators, and pink-collar professionals with annual revenue between $200K and $5M.​
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We make managing your finances simple and easy to understand, so you can focus on what you do best and live a balanced, intentional life.

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We help you understand your overhead and cash flow, take control of your expenses, and build a profitable business that consistently pays you and funds your future.

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Our clients are ready to take control of their finances​ through building profitability, paying down debt, and creating a business that consistently pays them and funds their future.

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Not sure where to start? 

  • Jump to CFO Services if you want hands-on guidance and strategy.

  • Jump to the PALM Cash Flow System if you need a proven framework to master cash flow.

  • Explore our Add-Ons for project-based or specialized support.

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Strategic Bookkeeping

$500-$600/month

 

This package is perfect for business owners with over $200K annual revenue who need hassle-free, accurate bookkeeping and financial insights to stay organized and drive success.

Clear financials and insights for your growing business

What’s Included:

  • Monthly Bookkeeping

  • Monthly Financial Statements

  • Unlimited Email Support

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CFO Essentials

$1500-$2500/month

 

This package provides strategic guidance and financial clarity to help dental practices with over $300K in annual revenue achieve sustainable growth and profitability.

Foundational support for your growing practice

What’s Included:

  • Bookkeeping & Monthly Financial Statements

  • Monthly Financial Wellness Reports

  • Annual Tax Reporting Package (tax preparation is not included)

  • Monthly Strategy Meetings

  • Cash Flow Forecasting

  • Revenue Target Calculations

  • Allocation Percentage Planning

  • Profitability Pricing Analysis

  • Custom Quarterly Tax Estimates

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Fractional CFO

$2500-$6500/month

Financial Expertise for your thriving business.

This premier package offers high-level financial strategy, planning, and hands-on support for businesses earning $750K+ annually. It’s designed to help you grow sustainably while aligning with your personal financial goals.

What’s Included:

Includes everything in CFO Essentials:

  • Bookkeeping & Monthly Financial Statements

  • Monthly Financial Wellness Reports

  • Annual Tax Reporting Package (tax prep not included)

  • Monthly Strategy Meetings

  • Cash Flow Forecasting

  • Revenue Target Calculations

  • Allocation Percentage Planning

  • Profitability Pricing Analysis

  • Financial Compliance Check-ins (audit-ready books)

  • Technology Stack Optimization (QuickBooks, dashboards, etc.)

Plus, Fractional CFO-exclusive services:

  • Cash Flow Forecasting to target a 20–30% profit margin

  • Building a 3–6 month cash reserve (including owner’s pay)

  • Proactive tax-saving strategy coordination (with your CPA)

  • Take-home pay planning to support your lifestyle goals

  • Ongoing KPI tracking and financial analysis

  • Customized profitability strategies tailored to your business model

  • Budget creation and monitoring for intentional spending

  • Operational efficiency consulting

  • On-demand strategic meetings

  • Long-term financial planning (growth, debt reduction, exit readiness)

  • Financial due diligence and loan strategy support

  • Advanced tech stack recommendations to improve clarity and automation

  • Ongoing compliance checks to ensure audit readiness

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PALM Cash Flow System

$5000+ One Time Fee

 

​The PALM Cash Flow System is for business owners earning $350K+ per year who want more control over their finances. Together, we will create a framework that improves cash flow, increases profits, and builds a stable business that's ready to grow.

Nine steps to take control of your money, grow profit, and build a business that lasts.

What We Cover:

1. Mindset Mastery

Shift from overwhelm to confidence. Develop the mindset that successful financial leaders use to manage money with clarity and purpose.

2. Financial Foundations

Set the groundwork with clear goals, a financial plan, and an understanding of the numbers that actually drive your business forward.

3. Pricing Strategy

Set pricing that covers costs, ensures profit, and supports healthy cash flow.

4. Packaging Strategy

Package your services in ways that improve profits, strengthen cash flow, and make sense to your customers.

5. Accounts Receivable & Payable

Take control of accounts receivable and payable by setting clear terms, negotiating effectively, and implementing policies that keep cash flowing smoothly.

6. Expense Management & Budgeting

Take control of spending, reduce waste, and use a practical budget to direct resources where they'll have the biggest impact.

7. Cash Flow Management

Always know where your money stands today, where you want it to be, and how to bridge the gap with simple, repeatable steps.

8. Forecasting & Risk Management

Look ahead with confidence. Anticipate cash challenges before they happen and build strategies to protect your business.

9. Tax Planning & Compliance

Stop tax season surprises. Use proactive planning to lower your tax burden while staying fully compliant.

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Add-On Services

$750+ one time fee

 

These optional services are available to current bookkeeping and CFO clients who want deeper clarity or support in key areas of their financial picture.

Extra support to strengthen your financial foundation.

Add-ons Include:

  • Client Credit Clean-Up
    One-time credit report review, dispute plan, and improvement strategy

  • Cash Flow Diagnostics
    One-time deep dive into inflows, outflows, and hidden leaks

  • Wealth Dashboard & Personal Financial Snapshot
    Track net worth, business-to-personal transfers, debt paydown, and savings goals in one place—ideal for clients aligning business growth with life goals

  • Pricing Refresh or Review
    One-time or quarterly service to assess service pricing, profitability margins, and financial alignment

  • Annual Planning & Budget Session
    90-minute strategic session to set annual revenue goals, plan expenses, and align with personal financial targets

  • Owner Pay & Distribution Plan
    Create or review a plan for regular pay, distributions, and tax-efficient cash movement from business to personal accounts

  • Quarterly Financial Review & Forecast Update
    Standalone review + forecast check-in for clients who want a strategy between monthly sessions

  • Exit Prep or Debt Strategy Session
    Considering selling, scaling down, or restructuring debt? This is a focused financial clarity session

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