Services Designed Around Real Business Needs
Rather than generic accounting services, we've developed specialized expertise in areas where many businesses struggle. Each service addresses specific challenges with proven frameworks.
Return HomeChoosing the Right Approach
Your financial management needs depend on your business model, complexity level, and specific challenges. We've organized our services around common situations we encounter, though individual engagements often blend elements from multiple areas.
Explore each service below to find what resonates with your situation. If you're uncertain which fits best, a conversation can help clarify the right approach.
Freelancer Financial Organization
Independent professionals face unique financial challenges. Variable monthly income. Diverse expense categories. Quarterly tax estimates that feel like guesswork. Self-employment finances that don't fit standard templates.
This service brings structure to the financial lives of freelancers, consultants, and independent contractors. We establish systems appropriate to self-employment's particular requirements.
What This Includes
- • Income tracking by client and project for clear revenue visibility
- • Expense categorization aligned with tax deduction opportunities
- • Quarterly tax calculations based on actual earnings patterns
- • Year-end tax preparation support and documentation
- • Monthly financial reports showing business health indicators
- • Ongoing guidance on financial questions as they arise
Subscription Revenue Management
Subscription businesses operate differently from traditional models. Monthly recurring revenue requires specific tracking. Churn patterns need visibility. Revenue recognition timing matters for accurate reporting.
This service addresses the unique challenges of SaaS companies, membership organizations, and other subscription-based models. We track metrics that matter for recurring revenue businesses.
What This Includes
- • Subscription metrics tracking including MRR, churn, and expansion
- • Revenue recognition appropriate for subscription arrangements
- • Cohort analysis for understanding retention patterns
- • Customer lifetime value calculations and tracking
- • Monthly reporting highlighting subscription health indicators
- • Support for forecasting and strategic planning discussions
Board Financial Reporting
Board members need financial information that supports governance decisions. Standard reports often prompt more questions than they answer. Effective board reporting requires balancing detail with digestibility.
This service prepares financial presentations suitable for board-level review. We compile key metrics and trends into formats that facilitate productive governance conversations.
What This Includes
- • Board-ready financial presentations with key metrics highlighted
- • Variance analysis with contextual explanations for trends
- • Supporting documentation addressing predictable board questions
- • Executive summary suitable for time-constrained review
- • Preparation support for board meeting financial discussions
- • Follow-up assistance for post-meeting board inquiries
Finding the Right Fit
Services Can Combine
Many businesses benefit from multiple services. A subscription company might need both subscription revenue management and board reporting. A growing freelancer might add board reporting as they raise investment.
Services work independently or together. We'll help you determine what makes sense for your current situation and how needs might evolve.
Custom Arrangements Possible
If your situation doesn't fit neatly into these categories, we can discuss custom arrangements. The services described represent common patterns, not rigid boundaries.
Sometimes businesses need elements from multiple services or have requirements not covered by standard offerings. Flexibility allows us to address actual needs rather than forcing fit into predetermined packages.
Start Simple, Expand as Needed
You don't need to commit to comprehensive services immediately. Many relationships begin with one focused area, expanding as trust builds and needs become clearer.
Starting with what matters most right now makes sense. Additional services can be added when circumstances warrant.
Uncertain which service fits your situation? A conversation can help clarify the right approach.
Discuss Your NeedsUnderstanding Our Pricing
Transparent Monthly Investment
Our pricing reflects the ongoing nature of quality financial management. Monthly fees cover consistent attention to your finances, not just occasional interventions.
This structure aligns our interests with yours. We succeed when your financial clarity improves and sustains, not when we bill more hours or create additional work.
What the Investment Includes
Monthly fees cover regular services outlined for each offering. They also include reasonable questions and guidance as issues arise. You're not charged separately for brief consultations or email exchanges within scope.
Major scope changes or additional projects would be discussed before additional fees apply. Transparency matters in both service delivery and billing.
Value Beyond the Numbers
The visible value includes properly maintained books, timely reports, and accurate tax preparation. The less visible value includes peace of mind, time recovered, and confidence in financial decisions.
Many clients find the time savings alone justify the investment. Hours previously spent struggling with spreadsheets return to productive work or personal life. The mental space freed from financial worry has value difficult to quantify.
Ready to Find Your Solution?
Whether you've identified the perfect service or remain uncertain about the best fit, a conversation helps clarify the right approach for your situation.
Start the Conversation