Services

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 For solo operators and startups who need clean books and basic reporting.
Includes:

• QuickBooks Online setup & maintenance
   
• Monthly data entry & catagorization of up to 150 transactions

• Monthly reconciliation of up to 2 bank/credit card accounts
   
• Profit & Loss and Balance Sheet reports
   
• Client Portal for document sharing and support

One-time Onboarding Fee: $200

For growing businesses that need hands-on support and dependable financial tracking.
Includes everything in Toolbox, plus:

• Accounts payable and receivable tracking
   
• Up to 4 bank/credit accounts + 1 loan account

• Up to 350 transactions per month
   
• Monthly check-in & financial summary

• Client Portal + phone support
  

One-Time Onboarding Fee: $350

For established businesses ready to scale and make informed decisions.
Includes everything in Workhorse, plus:

• Unlimted bank/credit card accounts

• Unlimited transactions

• Job costing or class tracking
   
• Cash flow forecasting & budget planning
   
• Monthly strategy session
   
• Tailored financial insights and visual reports

• Priority support + Client Portal

One-Time Onboarding Fee: $500

• Payroll Services 1 - 10 employees
   
• Payroll for larger teams

• Federal and state payroll tax filings (941, 940, state withholding) 

• Year-end payroll forms (W-2s, W-3, 1099-NECs)
   

•  QuickBooks Cleanup
   
• Catch-Up Bookkeeping
   
• Year-End Financial Prep
   

💡 Bundled Savings: Bookkeeping + CFO clients receive discounted onboarding.

Includes:

•  Monthly financial strategy call 

• Cash flow forecasting 

• Budget planning & review 

• High-level financial insights tailored to business goals 

One-time Onboarding Fee: $1000

Includes everything in Lite, plus:

•  Bi-weekly financial analysis & reporting 

• Oversight of internal accounting/bookkeeping 

• Pricing & cost structure analysis  

• Strategic planning support
  

One-Time Onboarding Fee: $1000

💡 Bundled Savings: Bookkeeping + CFO clients receive discounted onboarding

Includes everything in Essentials, plus:

•  Weekly strategy calls 

• Forecasting, modeling, profitability analysis 

• Financing assistance (loans, lines of credit) 

• M&A or growth strategy consulting 

• Collaboration with tax/legal advisors 

One-Time Onboarding Fee: $1000

• Secure network design & firewall implementation

• Operational Technology (OT) Cyber Security Risk Assessment
   
• OT network compliance (ISA/IEC 62443)
   
• Remote monitoring & threat response

•  PLC & SCADA programming and integration
   
• Oilfield-ready automation and control systems
   
• Field-to-office data syncing and workflow optimization

• ERP support, troubleshooting and training (D365, custom)
   
• Workflow digitization
   
• Tech stack alignment & automation