For service businesses up to $1M in revenue

Clean books.
Clear financial strategy.

Bookkeeping, fractional CFO, and M&A advisory for small businesses. No big-firm complexity or price tag.

What We Offer

Three services, one goal: financial clarity you can act on.

Bookkeeping

Transaction categorization, reconciliations, and monthly P&L, balance sheet, and cash-flow summaries.

Starting at $300/month

Start Bookkeeping
MOST POPULAR

Fractional CFO

Forecasting, budgeting, and KPI reporting. CFO-level guidance without a full-time hire.

Starting at $1,500/month

Schedule CFO Consultation

M&A Advisory

Support for buying, selling, or preparing for an exit, from valuation through close.

Custom scope, free initial review

Discuss Your Transaction

Why Owners Choose Magnolia

Direct Access

Every engagement is personally overseen by our managing director.

Transparent Pricing

Published pricing. No surprise invoices.

Month-to-Month

No long-term contracts. 30-day notice.

Risk-Free First Month

100% satisfaction guarantee on bookkeeping.

Pricing Snapshot

Bookkeeping

$300+/month

Categorization, reconciliations, and monthly statements.

Most Popular

Fractional CFO

$1,500+/month

Forecasting, budgeting, and KPI reporting.

M&A Advisory

Custom

Scoped to your transaction.

View Full Pricing

Ready for clean books and a clear financial picture?

Schedule a free consultation to find the right fit: bookkeeping, fractional CFO, or M&A advisory.

Schedule a Free Consultation