The Growth Bundle
Bookkeeping + Fractional CFO
Clean books and the strategy to act on them, in one monthly engagement.
Starting at $1,600/month
Less than booking both services separately.
What's Included
- Professional-tier bookkeeping (up to 300 transactions/mo)
- Monthly P&L, balance sheet, and cash-flow summary
- Cash-flow forecasting and budgeting
- KPI dashboard and board-ready reporting
- Two strategy calls per month
Who This Is For
Service businesses up to $1M in revenue who need accurate books and financial strategy, and want one advisory partner instead of juggling vendors.
Common Questions
Can I upgrade from a standalone service?
Yes. If you're on bookkeeping or CFO services alone, we can move you to the bundle at any time.
Is this month-to-month?
Yes, with 30-day notice, same as our other services.
What determines the exact price?
Transaction volume and the level of CFO support you need. We confirm pricing during your free consultation.
Ready for aligned books and strategy?
Schedule a consultation to discuss the Growth Bundle.
Schedule a Free Consultation