Support designed for where you are, and built to scale with you.

Service Packages

Cash Clarity

For businesses that want to know they have enough cash to cover what's due before it’s due.

starting at $600/month

    • Need to review your cash position frequently

    • Have unpredictable or inconsistent cash coming in

    • Have a large gap between when you invoice and when you receive payment

    • Invoice when work is complete, not before

    • Bi-weekly bank coding

    • Bi-weekly cash flow meet-ups

    • Quarterly financial report package

    • Quarterly financial review with Jess

Strong Numbers

For businesses that want expert bookkeeping and/or accounting oversight — designed to fuel your business growth.

starting at $1,200/month

    • Use accrual accounting for clearer insights

    • Need someone to handle your monthly bookkeeping
      or‍ ‍

    • Need someone who can partner with your team to ensure your books are accurate and your systems run smoothly

    • Need expert oversight in areas like:

      • Job costing — track profit by project

      • Inventory management — know what you have on hand

      • Work-in-process adjustments — account for partially completed work

      • Revenue recognition — record income when earned, not just when paid

      • Payroll reconciliations — ensure payroll is recorded correctly

    • Monthly bookkeeping or quality control reviews (depending on your internal team) on accrual basis

    • Monthly financial report package

    • Monthly financial review with Jess

    • Quarterly payroll reconciliations

Clean Books

For businesses that want clean books and simple monthly reports. No year-end surprises!

starting at $600/month

    • Already have a handle on your cash flow or have fairly static monthly expenses

    • Have automated payroll or contractors

    • File taxes on a cash basis

    • Need clean, accurate books every month

    • Monthly cash-basis bookkeeping

    • Monthly financial report package

    • Monthly financial review with Jess

Future Focused

For established businesses ready to plan ahead, forecast with confidence, and make data-driven decisions for the future.

starting at $2,200/month

    • Have under 40 employees and run payroll through a third-party processor

    • Already have clean bookkeeping, but need deeper accounting oversight and planning support

    • Want to shift from reviewing last month’s numbers to budgeting, forecasting, and setting financial goals

    • Need help interpreting your data to make strategic decisions

    • Manage key accounting, including:

      • Job costing — track profitability by project

      • Inventory control — know what you have and what it’s worth

      • Work-In-Process adjustments — account for partially completed projects

      • Revenue recognition — record income when it’s earned, not just when cash hits

    • Monthly bookkeeping or quality control reviews (depending on your internal team) on accrual basis

    • Monthly financial report package

    • Monthly forecasting in Fathom — visualize future cash flow and performance trends

    • Monthly strategic financial review with Jess — focusing on the future, not just the past

    • Quarterly payroll reconciliations

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Looking for something more?

  • Think of it as a financial health check.

    A review of your accounting system setup and current-year books to identify errors, inefficiencies, or gaps that may be holding you back. You’ll receive a clear, actionable assessment of your books and a roadmap for making them clean and reliable — whether you handle it in-house or with Jess’ assistance.

    • Forecast modeling in Fathom (monthly or quarterly)

    • Tech stack review & automation roadmap

    • Job costing analysis

    • Staffing analysis

    • Pricing analysis

    • Process Improvement and SOP documentation

Let's Chat