Packages

Empowering your business through insightful financial strategies and expert guidance for a prosperous future.

Basic Package

Foundations of Financial Management

Ideal for: Business owners who want to manage their own accounting but need a strong foundation in financial management.

What’s Included:

• Financial Basics Training

• Practical bookkeeping with Xero

• Quarterly check-ins

Why Choose This?
For owners who want to take control of their finances while building their financial knowledge

Accounting Services + Bi-annual review

Accounting Services + Quarterly Review + Coaching

Essential Package

Comprehensive Package

Ideal for: Business owners who want to outsource their accounting while staying informed about their financial health.

What’s Included:

• Full-Service Accounting: We handle bookkeeping, and tax filings so you can focus on running your business.

• Bi-Annual Financial Review: A detailed review of your financial performance every six months, with actionable insights.

• Financial Reports: Financial reports tailored to your business.

Why Choose This?
For owners who want professional accounting support and regular check-ins to stay on track.

Ideal for: Business owners who want to outsource their accounting while staying informed about their financial health.

What’s Included:

• Full-Service Accounting: We handle bookkeeping, and tax filings so you can focus on running your business.

• Quarterly Financial Reviews: In-depth analysis of your financial performance every three months.

• 1:1 CFO Coaching Sessions: Quarterly coaching to help you make strategic decisions, plan for growth, and tackle challenges.

Why Choose This?
For owners who want a true partner in their business journey, offering both financial management and strategic guidance.