Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Perfect for contractors or businesses that need regular monthly consulting
Includes:
✓ Review of accounts payable and accounts receivable activity
✓ Review and correction of bookkeeping errors as needed
✓ Email, text and phone support for accounting and QBO-related questions
Best for:
Established businesses in need of oversight.
Perfect for small businesses that need accurate, organized books and dependable monthly maintenance.
Includes:
✓ Monthly QuickBooks Online bookkeeping
✓ Bank and credit card account reconciliation
✓ Transaction categorization and review
✓ Monthly financial statement preparation
✓ Monthly bookkeeping review
✓ Email support for bookkeeping questions
Best for:
Small businesses, startups, and entrepreneurs who need a solid financial foundation.
Designed for growing businesses that need deeper financial visibility and proactive support.
Everything included in the Essential Steward Package, plus:
✓ Accounts payable tracking
✓ Accounts receivable tracking
✓ Vendor and customer account review
✓ Monthly financial performance review
✓ Cash flow insights
✓ Budgeting support
✓ Customized financial reporting
✓ QuickBooks workflow optimization
✓ Increased communication and support
Best for:
Growing businesses that want to understand their numbers and make informed decisions.
For established businesses that want a true financial partner helping them manage and improve their operations.
Everything included in the Growth Steward Package, plus:
✓ Advanced financial analysis
✓ Strategic business reviews
✓ Key performance indicator (KPI) tracking
✓ Financial trend analysis
✓ Business growth planning support
✓ Advanced QuickBooks consulting
✓ Process improvement recommendations
✓ Payroll support guidance
✓ Priority communication and service
Best for:
Businesses ready to move beyond bookkeeping and use their financial information as a tool for growth.
Strategic Financial Leadership Without the Cost of a Full-Time CFO
Everything included in the Executive Steward Advisory Package, plus:
✓ Monthly financial strategy sessions
✓ Business performance evaluation
✓ Goal setting and financial planning support
✓ Review of opportunities for increased profitability
✓ Strategic recommendations based on financial trends
Advanced Financial Reporting & Analysis
✓ Customized financial dashboards
✓ Key Performance Indicator (KPI) tracking
✓ Revenue and expense trend analysis
✓ Profit margin analysis
✓ Cash flow forecasting
✓ Financial health assessments
Business Growth Support
✓ Assistance evaluating growth opportunities
✓ Pricing and profitability discussions
✓ Expense management strategies
✓ Financial planning for hiring or expansion
✓ Decision-making support using real financial data
Accounting System Optimization
✓ Advanced QuickBooks Online consulting
✓ Workflow improvement recommendations
✓ Process automation opportunities
✓ Review of accounting procedures and internal controls
✓ Ongoing optimization of financial systems
Executive-Level Financial Partnership
✓ Priority communication
✓ Proactive financial recommendations
✓ Quarterly business review meetings
✓ Financial questions answered throughout the month
✓ A trusted advisor who understands your business goals
Ideal For:
✓ Established small businesses
✓ Companies experiencing growth
✓ Businesses with multiple revenue streams
✓ Owners who want financial clarity before making major decisions
✓ Entrepreneurs who need a financial partner but are not ready for a full-time CFO
Accounting Cleanup & Catch-Up Services
Behind on your bookkeeping? Have years of unreconciled transactions? Unsure if your financial records are accurate?
We can help restore order and confidence in your books.
Cleanup services may include:
✓ Historical transaction review
✓ Account reconciliation
✓ Categorization corrections
✓ Chart of accounts cleanup
✓ QuickBooks file review
✓ Missing financial reports
✓ Preparation for tax filing or ongoing bookkeeping
Every cleanup project is unique, so pricing is based on the scope, complexity, and condition of your records.
Contact us for a personalized quote.