CLEAR SERVICES. HONEST PRICING. REAL PARTNERSHIP.

Every engagement starts with a discovery call - no jargon, no pressure. We talk through your situation and recommend what actually fits your business and your budget, not what’s most expensive.

FRACTIONAL ADVISORY PARTNERSHIP - MOST POPULAR

This is our most complete service - and the one most business owner’s wish they’d started sooner. A Fractional Advisor gives you the financial strategy and oversight of a Chief Financial Officer, without the full-time salary. It’s built for owners who want to make smarter decisions, plan ahead with confidence, and stop reacting to financial surprises.

WHATS INCLUDED

  • Everything in Monthly Bookkeeping (Transaction tracking, reconciliation, monthly reports)

  • Quarterly or monthly strategy sessions - goal setting, forecasting, cash flow planning.

  • Budget building and year-ahead planning

  • Job Costing Review and analysis (Construction clients)

  • Trend spotting and financial health check-ins

  • Plain-English explanations - no jargon, ever

STARTING AT $800/MONTH - CUSTOM QUOTED AFTER DISCOVERY CALL

monthly bookkeeping

Accurate, organized, and delivered in plain English every single month. This is your financial foundation - the baseline every business needs to know where it actually stands.

WHATS INCLUDED

  • Transaction tracking and categorization

  • Bank, Credit Card, Loan & Asset Reconciliation

  • Monthly profit & loss and balance sheet reports

  • Expense organization and cash flow visibility

  • QuickBooks Online or Desktop Support

  • Flexible service levels: monthly, quarterly or annual

STARTING AT $800/MONTH - CUSTOM QUOTED AFTER DISCOVERY CALL

ADD-oN: A/R MANAGEMENT

Invoicing, payment tracking, and follow-up on outstanding balances - so you get paid on time and stop chasing.

  • Invoice creation & delivery

  • Incoming payment tracking

  • Past-due follow-up (professional, not pushy)

  • Cleaner cash flow, consistently

ADD-ON - QUOTED WITH BOOKKEEPING

ADD-oN: PAYROLL MANAGEMENT

Payroll processed accurately and on time - every pay period. Calculations, withholdings, direct deposits, and required filings handled start to finish.

  • Full payment processing

  • Direct Deposit setup and management

  • Payroll tax filings

  • Zero room for error - handled correctly

ADD-ON - QUOTED BY EMPLOYEE COUNT

ADD-ON: A/P MANAGEMENT

Bills organized, vendors paid on time, nothing slipping through the crack - so you maintain good relationships and avoid late fees.

  • Vendor invoice organization

  • Timely bill payment management

  • Full documentation of outgoing cash

  • Better visibility into what’s coming up

ADD-ON - QUOTED WITH BOOKKEEPING

1-ON-1 QUICKBOOKS TRAINING

Customized one-on-one training for business owners who want to understand and manage their own books - with the confidence that comes from learning from someone who actually knows the software.

  • Fully customized to your business and setup

  • QuickBooks Online or Desktop

  • Your pace, your questions, your goals

  • In-person (Michigan) or virtual

HOURLY OR PACKAGE RATE - CONTACT FOR DETAILS

STARTUP LAUNCH PACKAGE

Everything a new business needs to start right - from formation paperwork to financial setup - all in one place, handled by someone who’s done it before.

  • Business structure guidance (LLC, S-Corp, Sole Prop) and State filing

  • EIN application and registration support

  • Business banking setup guidance

  • Accounting software setup (QuickBooks Online)

  • One year of Michigan Registered Agent services included

  • License and Permit guidance

  • Customized business plan assistance available

FLAT FEE PACKAGES - CONTACT FOR CURRENT PRICING

ALSO AVAILABLE: COMMUNITY SERVICES

Secure document shredding (drop-off at our Delton office), notary services, and occasional community shred days. These services are available to the community - no bookkeeping relationship required. Ask for details or check our Facebook page for upcoming events.