consulting services

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Forge Your Financial Path

  • BOOKKEEPING SUBSCRIPTION — TIER 1

    Clean, reliable books for a straightforward small business.

    $300  / month

    BEST FOR sole proprietors and simple small businesses with fewer than 50 transactions per month who need dependable, accurate books without hands-on strategic guidance.

    What's Included

    • Monthly bank and credit card reconciliation across all connected accounts

    • Monthly Profit & Loss statement

    • Monthly Balance Sheet

    • Transaction categorization using a standard chart of accounts

    • Email support with 48-hour response time

    What's Not Included

    • Live monthly review call (available starting at Growth)

    • Accounts payable / receivable tracking (available starting at Growth)

    • Strategic or advisory guidance (available starting at Scale)

    Access & Cadence

    • Async only — email support, 48-hour response window.

    Ready to grow into more hands-on support? See the Growth tier.

  • BOOKKEEPING SUBSCRIPTION — TIER 2

    Organized books plus a monthly conversation about what they mean.

    $600  / month

    BEST FOR growing small businesses with roughly 50–150 transactions per month that want a human explaining the numbers each month, not just a report in their inbox.

    What's Included

    • Everything in Foundation

    • Accounts payable and accounts receivable tracking

    • Categorization cleanup and correction of miscoded transactions

    • 30-minute monthly review call — walking through your P&L and balance sheet together

    • Priority email support

    What's Not Included

    • Cash flow forecasting and payroll journal coordination (available at Scale)

    • Ongoing strategic planning call (available at Scale)

    • Merchandise or demand/supply planning (available as an add-on for product-based businesses)

    Access & Cadence

    • Async support plus one 30-minute review call per month.

    Ready for the numbers to come with a recommendation, not just an explanation? See the Scale tier.

  • BOOKKEEPING SUBSCRIPTION — TIER 3

    Your books, interpreted — with a monthly plan for what to do next.

    $1,200  / month

    BEST FOR established or multi-account businesses with 150+ transactions per month that want the numbers translated into a recommendation, not just a report.

    What's Included

    • Everything in Growth

    • Cash flow reporting and forward-looking cash position tracking

    • Payroll journal entry coordination with your payroll provider

    • Monthly strategy call — interpreting results and recommending specific next steps

    • Priority support with same-day response on business days

    What's Not Included

    • Merchandise planning and demand/supply forecasting (available as add-ons below)

    • One-time seasonal or project-based planning builds (available as add-ons below)

    Access & Cadence

    • Priority support plus one monthly strategy call.

    Product-based business? Pair this tier with a Merchandise Planning or Demand & Supply Planning add-on below.

  • BRIDGE ADD-ON — AVAILABLE TO GROWTH AND SCALE CLIENTS

    A deeper quarterly check-in for businesses that want more strategic input than a monthly call allows.

    $250+  / month

    BEST FOR scale-tier clients who want more regular strategic input but aren't yet ready for full planning engagement.

    What's Included

    • One extended quarterly business review (60–90 minutes)

    • Budget vs. actual analysis with variance commentary

    • Light tax-planning coordination with your CPA or tax preparer

    • A short written summary of findings and recommended actions after each review

    What's Not Included

    • Full merchandise or demand/supply forecasting models (see Operations)

    • Weekly or monthly (vs. quarterly) strategic touchpoints

    Access & Cadence

    • One extended review per quarter, plus a written summary — layered on top of your existing tier's support.

    This add-on is priced as a bridge — if your needs grow past it, planning add-ons may be the next step.

Finance

  • PLANNING ADD-ON FOR PRODUCT-BASED BUSINESSES

    Buy the right amount, of the right things, at the right time.

    $750+ / mo   or   $1,500+ one-time project

    BEST FOR retail, e-commerce, and CPG businesses that need a disciplined approach to what they buy, stock, and mark down — available as an ongoing monthly add-on or a one-time seasonal build.

    What's Included

    • Open-to-buy planning and budget management

    • Assortment planning by category, style, or SKU

    • Markdown strategy and clearance timing recommendations

    • Monthly (add-on) or single seasonal (one-time) plan, delivered in a working spreadsheet or your system

    What's Not Included

    • Demand or supply-side forecasting (see Demand & Supply Planning)

    • Bookkeeping or reconciliation services (available via the Growth or Scale tiers)

    Access & Cadence

    • Monthly add-on: one planning session per month, with async check-ins as needed.

    • One-time: a single seasonal plan build with one round of revisions.

    Best paired with Growth or Scale tier bookkeeping so your merchandise plan is grounded in accurate, current financials.

  • PLANNING ADD-ON — PRODUCT-BASED BUSINESSES

    Forecast demand and time your reorders before you run short — or overbuy.

    $750+ / mo   or   $1,500+ one-time project

    BEST FOR retail, e-commerce, and CPG businesses that need forecasting and reorder discipline to avoid stockouts and excess inventory — available as an ongoing monthly add-on or a one-time project build.

    What's Included

    • Demand forecasting by product line or SKU

    • Reorder point and safety stock calculations

    • Lead-time coordination guidance with your suppliers

    • Monthly (add-on) or single project (one-time) forecast, delivered in your working spreadsheet or system

    What's Not Included

    • Merchandise assortment or markdown strategy (see Merchandise Planning)

    • Bookkeeping or reconciliation services (available via the Growth or Scale tiers)

    Access & Cadence

    • Monthly add-on: one planning session per month, with async check-ins as needed.

    • One-time: a single forecast build with one round of revisions.

    Best paired with Growth or Scale tier bookkeeping so forecasts are grounded in accurate, current financials.

Operations

ways we work together

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Fractional Support

Ongoing, part-time financial support for small businesses that need reliable bookkeeping and planning without the cost of a full-time hire.

Contract Roles

Project-based or fixed-term engagements, ideal for a specific initiative, a system cleanup, a software migration, or a defined period of need.

Part-Time Engagements

Flexible, recurring work scoped to exactly what your business needs — a few hours a week or a few hours a month, built around your schedule.

Maternity & Leave Coverage

Short-term coverage to keep your books and planning running smoothly while your regular finance team member is out — seamless handoff, no gaps.

Let’s Work Together

Whether you have a question, an idea, or just want to say hello, feel free to reach out—I’m here to help.