Accounting Services

Designed to meet you where you are with strategies to help you grow.

We manage the numbers so you can focus on what you do best…running your business!

Is this you?

  • Do you find yourself getting behind on bookkeeping to the point it becomes overwhelming to catch up?

  • Do you look at your financial statements but aren’t sure what you’re looking for or how to interpret them?

  • Is your profit not what you want it to be but you’re struggling to figure out what’s going wrong?

  • Do you often feel like cash is tight even though it appears on paper like you’re making a profit?

If so, we can help!

We take over the day-to-day financial management of your business and partner with you to understand your goals so we can help you design strategies that will help you get there.

No more guesswork about what to do next. You’ll have a solid plan that will produce more profit in your business.

You’ll have clarity on where your business stands and confidence that you can rely on your financial data to make decisions in your business.

With our guidance, you’ll have more profit—faster.

Whether you’re starting out or further along and looking for high level financial advice, we’ve got you covered.

Packages

  • Strategic CFO

    This package is designed for small to mid-sized eCommerce and online businesses who are ready to go beyond bookkeeping and start taking a strategic approach to growing their business.

  • Scaling Strategies

    This package is for eCommerce and online business owners who are ready to start implementing strategy so they can make strides to really start growing their businesses.

  • Profit Launchpad

    This package is for eCommerce and online business owners who are ready you outsource their bookkeeping so they can focus on what they do best.

  • -Monthly Bookkeeping
    -Monthly Financial Strategy Meeting
    -Financial Partner providing high-level financial expertise
    -Monthly Cashflow Analysis & Forecasting
    -Monthly Business Health Scorecard & Action Plan
    -Annual Goal Setting
    -Sales Tax Assistance
    -Unlimited Support Between Meetings

  • Starts at $2,500/month

  • -Monthly Bookkeeping
    -Monthly Strategy Meeting
    -Monthly Business Health Scorecard
    -Annual Goal Setting

  • Starts at $800/month

  • -Monthly Bookkeeping
    -Monthly Financial Statements
    -Quarterly Financial Strategy Meeting

  • Starts at $500/month

We can also create a custom package for you. Schedule your free consultation today and let’s get started!

Add-on services available:

*QuickBooks Online Clean-ups & Catch-ups * QuickBooks Online Training * AR/AP Management * Inventory Management * Payroll * 1099 Issuance* Sales Tax Assistance (included in Strategic CFO)*

  • Ann is very helpful and knowledgeable and offered so much information to me regarding business and finances. I now have a greater understanding of the financial aspects of my business which has helped me to move forward and make decisions. I am very grateful for the opportunity to have her guidance and expertise. I highly recommend working with her if you want to have a greater understanding of how to grow your business successfully.

    —Kristina G.

  • Working with Ann has been a wonderful experience. She is professional and is always available to answer my questions. I look forward to continuing to work with her!

    —Amanda S.

  • Ann is efficient, accurate, highly responsive to questions via email or phone, and easy to work with. She's an absolute MUST for your bookkeeping needs.

    —Lisa D.