From Owner's Stress to Financial Success
Your Tailored Bookkeeping and CFO Solutions
Quickbooks cutting-edge AI handles the data entry and routine tasks
(i.e. core categorization and reconciliation) with unmatched efficiency, freeing
me to leverage my 18 years of experience as a business owner and a bookkeeper
to focus on your profit and strategic growth.
Monthly Service Packages
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Note: All packages assume the use of Quickbooks Online (QBO) and are a fixed,
predictable monthly fee, so you never have to worry about surprise hourly bills.
Over-limit policy (e.g., transactions over the limit are billed at a project rate
or trigger an upgrade discussion) A project rate is a fixed, one-time fee
agreed upon before the work is done, based on the volume and
complexity of the overflow tasks.
Essential Foundation Package
Ideal For: New or Very Small Businesses
Initial Assessment: Review current financials (Clean-up or Setup quoted separately if required)
Core Monthly Bookkeeping: Up to 75–125 transactions per month / 1 bank & 1 credit card account
A/R & A/P Management: Basic tracking of outstanding invoices / bills (active payment or invoicing
management excluded)
AI-Driven Accuracy: Expert oversight and review of all AI-categorized transactions
Simple Financial Reports: Monthly Profit & Loss (P&L), and Balance Sheet
Quarterly 30-minute Financial Review: Analyze reports, address pain points, and ensure your
business is tracking toward profitability
Essential Support: Email, chat, and phone support for basic questions (Response time
typically within one business day)
Monthly Training: Access to quarterly QBO tips or focused guidance tailored to common client needs
The Benefit: I remove the anxiety that comes with messy books. I ensure your financial
foundation is clean, compliant, and ready for your CPA every single month, giving you the peace
of mind and valuable time you need to focus entirely on growing your business without the
constant worry of errors or deadlines.
Price: $350 – $650/month
Growth Focus Package (Best Value)
Ideal For: Established Small to Midsize Businesses
Initial Assessment: Review current financials (Clean-up or Setup quoted separately if required)
Core Monthly Bookkeeping: Up to 125–250 transactions per month / Up to 3 bank & 3 credit card accounts
Active Cash Flow Management: I proactively manage your Accounts Receivable (A/R) by creating and
sending customer invoices and handling basic collection follow-up. I also manage your Accounts
Payable (A/P) by processing and scheduling vendor bill payments, ensuring timely payments and
stable cash flow.
AI-Driven Accuracy: Expert oversight and review of all AI-categorized transactions
Enhanced Financial Reports: Includes all core reports plus customized reports (e.g., spending trends)
Quarterly Strategic Review Call (Your Owner Advantage): We review the numbers together to identify opportunities for growth and maximize profitability
Priority Support: Quick email, chat, and phone support for basic and more complex questions
(I prioritize your communication to ensure swift resolution)
Monthly Training: Access to monthly QBO tips or focused guidance tailored to common client needs
The Benefit: You gain proactive accountability and strategic direction. I ensure your financials are
not just accurate, but actively used to steer your decisions, giving you the confidence that your
expanding business remains compliant and highly profitable.
Price: $750 – $1,400/month
CFO Advisory Partnership Package
Ideal For: Growing Businesses
Complete Management: I handle high-volume transactions and complexity, serving as your primary
finance executive / Up to 250–400+ transactions per month
Proactive Cash Flow Management: I actively manage A/R (invoicing / follow-up) and A/P
(bill processing), ensuring optimal cash flow and preventing unnecessary debt or late payments
Executive Dashboard & Weekly Metrics: You receive a weekly summary of critical financial metrics
right to your inbox, ensuring you are never out of the loop and can make real-time decisions
Advanced Strategic Reporting: Includes Budget vs. Actual Analysis, Job / Project Costing, and
12-Month Rolling Cash Flow Forecasting, the tools needed for predictable growth.
Dedicated Priority Support & Monthly Strategy Session: Includes an in-depth, focused Google Meet with me every month to help you forecast, plan major purchases, set profit targets, and mitigate risks
Monthly Training: Access to weekly QBO tips or focused guidance tailored to common client needs
The Benefit: You gain the strategic advantage of a dedicated financial partner. This package is
designed to eliminate financial uncertainty by focusing on future planning and risk mitigation.
I leverage my 18 years of experience to provide proactive monthly forecasts, deep profitability
analysis, and clear strategic roadmaps, giving you the executive-level confidence needed to
scale your business without fear.
Price: $1,500 – $3,500+/month
Note: Transactions exceeding 400 monthly (or involving high complexity) require a
Custom Quote to ensure the necessary executive oversight and reporting scope
are accurately defined.
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Project Service: Catch-Up & Clean-Up
Your Path to a Fresh Start
Is your business months or years behind on its books? This service is designed to
remove that massive source of stress and eliminate the risk of costly IRS penalties.
Full Transaction Reconstruction: I systematically organize, categorize, and reconcile every transaction
for the agreed-upon period
Compliance Audit & Correction: I correct errors, untangle messy accounts, and ensure your past records
are 100% accurate
Seamless Transition: I transition you directly into your chosen monthly package once the clean-up
is complete, guaranteeing you never fall behind again
Note: Since every clean-up project is unique, I provide a custom, flat-rate quote after a brief
assessment of the volume and complexity.
Payroll Support
Powers Financial Business Solutions
Has You Covered
Payroll Processing: One of the most time-sensitive and compliance-driven tasks a small business faces is payroll for their employees. While payroll processing itself falls outside the scope of Powers Financial Business Solutions Bookkeeping/Fractional CFO packages, I'll make sure you're never left on your own to figure it out.
Payroll Partners: I will partner your business with industry-leading payroll providers including Gusto and QuickBooks Payroll to get your team paid accurately and on time. I'll help you select the right provider for your business, get you set up, and handle the full integration into QuickBooks Online so every payroll transaction flows seamlessly into your books, keeping your financials complete, accurate, and always CPA-ready.