Because Entreprenuer Life is Busy Enough.
Let Me Handle The Numbers!
Starting at $325 per month
DIY Diagnostic Review
Bookkeeping Services
Starting at $300 per month
Monthly Bookkeeping
Starting at $725 per quarter
CFO Services
Starting at $975 per month
Quarterly Bookkeeping
Starting at $325 per month
Starting at $725 per month
The Financial Foundation
The Numbers Checkpoint
The Big Picture Strategy
In this diagnostic review, I take a detailed look at your books to spot what’s working, what’s off, and what’s quietly costing you time or money.
You’ll walk away with clear, practical guidance, a prioritized action plan, and real confidence in your numbers — plus professional insight into whether DIY still makes sense for where your business is headed.
Perfect for business owners who are actively managing their books in QuickBooks or Xero and want expert eyes on their setup and reports.
This is not a fit if your books are multiple years behind or you’re looking for full clean-up or ongoing bookkeeping — this is a check-up, not a full-service makeover.
With ongoing monthly bookkeeping, I take care of the details that keep your financials accurate, consistent, and easy to trust.
Each month, I handle transaction categorization, account reconciliations, and clean financial reporting — so you always know where your business stands and can make decisions from solid numbers, not guesswork.
Perfect for business owners who want dependable, hands-off bookkeeping and clear financials without managing the day-to-day details themselves.
This is not a fit if you’re looking for occasional check-ins or quarterly-only support — The Financial Foundation is designed for businesses that value consistent, month-to-month accuracy and support.
This is for business owners who are managing their day-to-day bookkeeping but want professional oversight to keep things accurate and on track.
Each quarter, I review your accounts, reconcile key balances, and prepare clean financial reports to ensure your books reflect what’s actually happening in your business. I check for common issues like uncategorized transactions, misapplied payments, and lingering discrepancies — so your financials stay tidy, consistent, and ready for whatever comes next.
Perfect for business owners who want a professional check-in on their books without committing to full monthly bookkeeping.
This is not a fit if your books are significantly behind or need ongoing hands-on management — The Quarterly Balance is designed for businesses that want review, accuracy, and structured oversight, not full-service bookkeeping.
This is for business owners who are ready to stop reacting to their numbers and start using them to lead.
In this advisory service, we move beyond reports and into real decision support — building budgets, forecasting cash flow, and reviewing financial trends so you can plan growth with clarity instead of guesswork. You’ll get strategic guidance, ongoing check-ins, and a financial partner who helps you connect today’s numbers to tomorrow’s goals.
Perfect for business owners who want a trusted sounding board for financial decisions and a clear roadmap for sustainable growth.
This is not a fit if you’re only looking for bookkeeping or basic reporting — The Big Picture Strategy is designed for businesses ready to think ahead, plan intentionally, and lead with their numbers.
Starting at $300 per month
Accounts Payable
Payroll
Accounts Receivable
Starting at $10 per invoice
Starting at $10 per invoice
Starting at $50 per month &
$10 per employee
applying payments received.
Processing and paying bills due.
Invoicing for work performed and
applying payments received.
Utilizing my preferred provider, Gusto, payroll can be run for both salaried & hourly employees, taxes accrued and paid and filing appropriate tax filings
Ready to make your numbers work as hard as you do?
Book a chat with us! We promise it'll be the most painless financial conversation you've ever had.
Plus, you can wear your comfy pants - virtual meetings for the win!
Solutions That Add Up
P.S. - Yes, we can absolutely work around nap schedules, school pickups, and all those "my kid just threw up" emergencies. We're moms too - we get it! 🌟
Busy Entrepreneurs are Saying:
I’ve had the privilege of working with Cheryl for over a year now and it’s truly been a game changer for my business and life! From the moment we started working together, I knew I was in good hands.
Stacy F.
I feel so lucky to have found Cheryl! Not only is she extremely competent in her work, but she genuinely cares about my business. And, wow, is that a hard to find combination! I also think it’s awesome how obvious it is that she loves her work. Cheryl is just a pleasure to work with.
Eric & Laura
She has an unmatched eye for detail & finds even the smallest details that need to be taken care of. She has saved us HOURS of struggle & energy. She never hesitates to jump on a Google Meet or phone call with us to clarify concerns.
I’ve had the privilege of working with Cheryl for over a year now and it’s truly been a game changer for my business and life! From the moment we started working together, I knew I was in good hands.
Amy S.
I feel so lucky to have found Cheryl! Not only is she extremely competent in her work, but she genuinely cares about my business. And, wow, is that a hard to find combination! I also think it’s awesome how obvious it is that she loves her work. Cheryl is just a pleasure to work with.
