Monthly Financial Support Built to Scale With Your Business
We provide customized monthly financial support designed to help businesses stay organized, profitable, & prepared to grow.
From day-to-day bookkeeping to payroll processing & high-level consulting, our team becomes an extension of yours.
Retainer-Based Support, Built Around Your Business
Every business operates differently which is why our monthly support is customized based on your needs.
Ready for Financial Support That Scales With You?
Schedule your consultation
with CEO Felicia Tanzi today
-
Our monthly retainers are built based on the level of support your business needs.
We will use the following service rates when building your custom proposal:
Bookkeeping — $75/hr
Payroll — $85/hr
Month-End / Reporting — $95/hr
Consulting / Advisory — $125/hrRetainers starting at $500 per month.
After an intake consultation, we estimate the monthly time required in each service area & create a flat monthly retainer for predictable billing.
-
Step 1: Paid Consultation
We start with a paid consultation at $125/hr to review your business, systems, & needs.Step 2: Customized Proposal
We create a custom scope of work & monthly retainer recommendation.Step 3: Ongoing Support
Our team handles the day-to-day financial operations so you can focus on growth.Your consultation fee is applied toward your first invoice if you move forward.
-
✔ Bookkeeping & transaction categorization
✔ Bank & credit card reconciliations
✔ Payroll processing & support
✔ Sales tax prep & reporting
✔ Month-end close & reporting
✔ KPI & financial dashboards
✔ Budgeting & forecasting
✔ Cash flow management
✔ Process improvement & consulting
✔ HR / onboarding / operational support -
We believe bookkeeping should do more than categorize transactions.
Our team helps clients understand the story behind the numbers so they can make better decisions, support their teams, & build sustainable businesses.