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Monthly Services:

Our monthly services are designed for consultants, content creators, and dental practices with annual revenue between $200K and $5M.​
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We’ll make managing your finances simple and easy to understand so you can focus on what you do best.

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We help you understand your overhead and cash flow, take control of your expenses, and build a profitable business that supports the life you’ve always dreamed of.

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Our clients are ready to take control.​

 

Controlling your finances through building profitability, paying down debt, and creating a business that consistently pays them and funds their future.

Fractional CFO

$2500-$6500/month

 

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.

Financial Expertise for your thriving business.

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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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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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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Add-On Services

$500-$3500 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)

  • PALM Cash Flow System
    (A 9-step pricing + money management method for service businesses)

  • Custom Financial Dashboard Setup
    (Personalized dashboards for tracking KPIs, cash flow, or profit goals)

  • 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 strategy between monthly sessions)

  • Exit Prep or Debt Strategy Session
    (If a client is considering selling, scaling down, or restructuring debt—this is a focused financial clarity session)

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