Bookkeeping · Advisory · Fractional CFO

Faithful financial stewardship for the work you've been called to do.

Clear books. Wise counsel. A trusted partner who treats your business like it matters — because it does. Serving small businesses and organizations nationwide, founded on empathy, integrity, and expertise.

The Stewardship Approach
Empathy × Integrity × Expertise
A different kind of accounting partner.
What We Stand On

Three principles. One calling.

i.

Empathy

Behind every set of books is a person carrying real weight. We listen first, understand the whole picture, and meet you where you are — without judgment for messy starts or hard seasons.

ii.

Integrity

Honest numbers. Honest conversations. Honest pricing. We say what we mean, do what we say, and tell you the truth even when it's hard. Your trust is something to be earned and protected.

iii.

Expertise

Three decades of accounting experience across small business, nonprofit, multi-state operations, and financial leadership. The kind of knowledge that comes from doing the work, not just studying it.

The Stewardship Approach

Three tiers of partnership.
Choose the depth that fits.

Every client receives stewardship-quality care. The tiers differ only in how deep the partnership goes — from clean books to full fractional CFO leadership.

Before you scan the tiers below — these prices reflect access to a full team's expertise, not a single bookkeeper's salary. The math is closer than you might expect. See the comparison ↓

Tier One
Foundation

Clean books, faithfully kept.

$500
per month
  • Monthly bookkeeping in QuickBooks Online
  • Bank & credit card reconciliation
  • Monthly P&L and Balance Sheet
  • Year-end CPA package
  • Quarterly written financial review
Tier Three
Stewardship

Books, plus monthly fractional CFO partnership.

$1,950
per month
  • Everything in Insight
  • Monthly 60-minute strategy meeting
  • 13-week rolling cash flow forecast
  • Comprehensive KPI dashboard
  • Banking & lender support
  • Same-day priority access
See Full Service Details
Considering your options?

Why outsourcing is worth considering

Now for the comparison we mentioned above. Hiring a full-time bookkeeper or accountant in-house is expensive — and it's not just the salary. Here's the honest math:

  • An entry-level bookkeeper typically earns $35,000–$50,000 per year, and that's just the starting point. Add payroll taxes, benefits, paid time off, workspace, software, and equipment, and the realistic all-in cost is $48,000–$70,000+ annually for someone still building their skills.
  • An outsourced firm gives you access to a full team's expertise — bookkeeping, payroll, advisory, year-end work, systems support — for a predictable monthly fee. No hiring, no training, no managing, no turnover.
  • You're paying for outcomes, not hours. Whether your books take us 8 hours one month or 18 the next, your fee stays the same. No surprises.
  • You stay focused on what only you can do. Most small business owners spend more time on bookkeeping than they realize — and every hour spent on books is an hour not spent on the work that actually grows the business.
  • You get continuity without dependency. When a single in-house bookkeeper leaves, takes vacation, or gets sick, your books grind to a halt. With our firm, the work continues.
  • You get experienced perspective alongside the work. A junior bookkeeper handles transactions; an experienced firm handles transactions and helps you understand what the numbers actually mean for your business.

The right outsourcing partner doesn't replace your judgment — we equip it. We do the work behind the scenes so you can lead with confidence.

Why we exist

Meeting you where you are.

No judgment. Just help. Whether your books are pristine or in three different shoeboxes, whether you're a year into your business or twenty — we want to help you move forward from wherever you actually are right now. That's the firm we set out to build.

Read Our Full Mission   Meet the Team
Credentialed & Continually Learning

Certified by Intuit. Trusted by clients.

Current QuickBooks ProAdvisor certifications across the platforms our clients rely on most.

Intuit Bookkeeping Certification
Intuit Bookkeeping
Certification
QuickBooks Online Certification Level 2
QuickBooks Online
Certification Level 2
QuickBooks Online Payroll Certification
QuickBooks Online
Payroll Certification
Client Advisory Services Foundations
Client Advisory
Services Foundations
Ready When You Are

Let's see if we're the right fit.

Start with a free 30-minute conversation. We'll listen, ask questions, and tell you honestly whether we're the right fit. No sales pitch — just a real conversation about your situation.

Schedule a Conversation