Clean books, forward-looking planning, and CFO-level strategy for agencies and professional services doing $500K–$3M. Take one layer or the whole stack — transparent monthly pricing, no surprise invoices.
The foundation — accurate, reconciled, current books. Where most agencies start.
Cash flow, utilization, and client margin — bundled into Clarity and every CFO engagement.
Which clients to keep, what to charge, when to hire — the decisions that move the agency.
The foundation of the stack. Every plan includes clean books, monthly statements, and direct access to Amy.
One-month onboarding equal to one month's retainer. Pricing scales with transaction volume — final quote after a discovery call.
Need something outside a monthly retainer? These are project-based, fixed-scope engagements.
Behind by months or years, or just messy? Transactions recategorized, accounts reconciled, and your books brought current — so you can file and move forward with confidence.
Custom quote
A realistic annual budget built around your revenue model and cost structure — start-up or established.
From $400 one-time
Where your cash lands 3, 6, or 12 months out — essential for planning, hiring, and growth calls.
From $350 one-time
Financials packaged professionally for a bank or investor — statements, projections, and a summary memo.
From $600 one-time
Getting your financial infrastructure right — chart of accounts, platform setup, migration, and training so your books produce numbers you can actually use.
From $500 one-time
Close checklists, approval flows, and month-end routines documented and streamlined — then automated where it pays. Fewer manual touches, fewer errors, faster books.
Custom quote
A model or dashboard built for how your business actually runs — forecasts, KPI reporting, unit economics. Built to hand off, with training so your team can run it.
From $600 one-time
Not at all. Most agencies start with Foundation or Clarity to get the books solid, then step up to CFO support once the questions get bigger than "what happened last month." You can move up the stack whenever it makes sense — nothing is locked in.
All the popular platforms — QuickBooks Online, QuickBooks Desktop, Xero, and others. If your current setup is working, we work in it. If it isn't, we'll recommend the right fit and handle the migration.
Agencies and professional services are where we do our best work — project-based revenue, retainers, and utilization are the problems we know cold. But the same thinking applies to most service businesses, and we take those too. We work nationwide and entirely remotely.
We don't file returns — that's your CPA's job. We keep your books clean and organized all year so your CPA works faster (and bills you less) at tax time.
Yes. Plans are month-to-month after the initial onboarding period, with 30 days' notice to change. The plan should fit where the business actually is.
Thirty minutes, no pressure. We'll figure out exactly what your business needs right now — and what can wait.
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