Every client receives the same standard of care — empathy, integrity, and expertise. The tiers below differ only in the depth of partnership.
We do our best work with small businesses and nonprofit organizations whose leaders care deeply about the work they do — and want their financial operations to reflect that care. Our clients tend to be:
If that sounds like you, we'd love to talk.
Clean books, faithfully kept.
Books, plus quarterly strategic guidance.
Books, plus monthly fractional CFO partnership.
*Track-1099 platform fees are passed through at cost.
One-time setup fees apply for new client onboarding ($300–$750 depending on tier), waived with a 12-month engagement. Annual prepay receives a 10% discount.
Available with any tier. Add what you need; leave what you don't.
Bi-weekly or semi-monthly processing, direct deposit, federal/state tax withholding and filing, quarterly 941s, year-end W-2s. Pricing scales with employee count.
For organizations needing to segment financials by category — nonprofit fund accounting (program/fundraising/admin), construction job costing, multi-location businesses, multi-revenue-stream operations.
Customized recurring reports for stakeholders — boards of directors, investors, partners, family-business owners, or any audience that needs financial information presented with narrative context.
Transitioning from QuickBooks Desktop, another platform, or a manual system to QuickBooks Online. Data migration, chart of accounts cleanup, training, and 30 days of post-migration support.
Approval workflow design, payroll system integration, expense automation, and other systems work that streamlines the financial operations of growing organizations.
If your books are messy, behind, or missing entirely — we don't judge. We've seen every kind of mess, and we know how to make it right. Cleanup work is project-based, with clear scope and pricing established before any work begins.
Once your books are caught up, you can roll into a Foundation, Insight, or Stewardship engagement — and the setup fee is waived.
Schedule a Cleanup CallA free 30-minute conversation to understand your situation and confirm we're a good fit.
We review your records, assess the scope, and provide a flat-fee quote. Credited toward your project if you move forward.
50% deposit to begin; balance due at completion. Typical timeline: 2–4 weeks per 6 months of cleanup.
Roll into one of our three monthly tiers, and your setup fee is waived as a thank-you for choosing us.
For new ongoing engagements, yes — we standardize on QuickBooks Online for accounting work. Standardization allows us to deliver deeper expertise, faster onboarding, and consistent quality. If you're currently on QuickBooks Desktop or another platform, we offer migration services as a one-time project. Other systems (payroll, billing, point-of-sale, CRM, etc.) integrate with QBO and are supported as needed.
No — we don't file tax returns. We do prepare year-end CPA packages for every client and coordinate directly with your CPA at tax time. If you don't have a CPA, we can refer you to a trusted partner. This separation of duties is intentional: it keeps your bookkeeper and tax preparer working together as a team, with built-in checks and balances.
No, and that's a fair question to ask. Bookkeeping, advisory, and fractional CFO services don't require a CPA license — they require competence, experience, and judgment. We bring 30+ years of accounting experience including senior advisory and financial leadership roles, current QuickBooks ProAdvisor certifications, and a track record of serving clients across small business, nonprofit, multi-state, and audit-adjacent contexts. For work that does require a CPA (tax filing, audit signoff), we partner with one. This is the standard model for fractional CFO firms.
The firm is founded on Christian principles and named after Philippians 4:19. That said, we serve clients of all backgrounds and beliefs — the standard of care is the same regardless of who you are. The faith dimension shows up in how we work: with empathy, integrity, and the commitment to do right by every person who trusts us with their books. If you're a faith-based business or ministry, you'll find a comfortable home here. If you're not, you'll still find a thoughtful, professional partner.
Monthly tier pricing is billed on the first of each month via ACH or credit card. Project work (cleanup, migration, custom build) requires a 50% deposit to begin and balance due at completion. Annual prepay receives a 10% discount. Setup fees are waived with a 12-month engagement.
That's the point of the laddered tier structure. As your business grows, you can move up to a deeper level of partnership without switching firms or starting over with a new bookkeeper. We grow with you. Annual prepay clients can convert their unused balance to apply toward the higher tier.
Month-to-month engagements can be cancelled with 30 days written notice. Annual prepay engagements run their term, with cancellation possible at the end of the prepay period. We'll never make you feel stuck. If we're not the right fit, we'll help you transition smoothly.
Now that you've seen the tiers, let's talk through which one fits your situation. A free 30-minute conversation, no pressure, no pitch — just a chance to discuss what you actually need.
Schedule a Conversation