Services – Common Cents Solution

Helping Your Business Grow With Clarity, Strategy & Confidence

Strategic Financial Services For Smarter Decisions

Think of this as financial primary care for your business. We don’t just track numbers. We help you understand what’s happening and what to do next.

Financial Reset

Get your numbers clean, accurate, and usable

From Financial Chaos To Clear Business Direction

01.Gather

We Gather all of your relevant documents and information, setting up easy, intuitive systems.

02.Organize

We Organize your Data. This is the Foundation of your business so it’s important that we get this right. And here is where most bookkeepers stop.

03. Analyze

We figure out what is important to Track, set up systems to do so, and then Analyze what that data is telling you through custom reporting and forecasting.

03. Leverage

We Leverage the narrative in your data to help guide future decisions and make adjustments to keep you on course to meet your goals!

If your numbers aren’t clear, your decisions aren’t either

We help service business owners clean up their finances, build structure, and make better decisions — without needing a full-time CFO

Fix what’s unclear.Build a usable foundation.

If you are:

This is your first step.

What this includes:

You go from:

Confusion → clarity

Avoidance → visibility

Basic

The most basic set up of your accounts

^$ 500

A QBO account set up according to your needs and industry. (30% discount if the account is created under my firm)
An Industry-specific Chart of Accounts set-up
Connected Bank Feeds
Basic QBO Overview via zoom

Schedule A Consultation

Premium

A more in-depth start up solution

^$ 750

All of the features of Basic Plus:
Support around registering your business
Recommendations & Referrals for additional needs (insurance, etc)
One month of bookkeeping done with you as part of the training process.
Two 45 min zoom QBO tutorials
QBO “cheat sheets”

Schedule A Consultation

If your numbers aren’t clear, your decisions aren’t either

We help service business owners clean up their finances, build structure, and make better decisions — without needing a full-time CFO

Turn your numbers into decisions

If you are:

What this includes:

Outcome:

Predictable finances
Confident decisions
Strategic growth

Clean-Up/Catch Up

Fixing your foundation so your future is solid

All transactions correctly categorized for the selected period with appropriate documentation.
Any errors corrected
All accounts reconciled
End-of-Year reporting: P&L, Balance Sheet
Clean-ups & Catch-ups Are Priced By Project, Please Schedule a Free Consultation to Get Your Quote

Schedule A Consultation

If your numbers aren’t clear, your decisions aren’t either

We help service business owners clean up their finances, build structure, and make better decisions — without needing a full-time CFO

Build independence & Structure

For clients who want:

Monthly Basic

Our Base Package

^$ 250 _/Month

Download & Categorize all transactions
Provide a list of all unknown transactions for your comments to maximize your potential tax deductions
Reconcile all accounts for accuracy and completeness
Update any loan accounts based on information provided
Provide an end of year profit and loss statement and balance sheet for internal use
Free password vault via 1password to protect any information you may need to share with us
One monthly meeting to review unclear transactions

Schedule A Consultation

Add Ons

Tailor your experience to your needs

^$ Free Consultation

Payroll Set Up and Management (only in select cases)
A/R, A/P, clerking
Monthly or Quarterly Reporting
Training & Education
Schedule a Free Consultation for a Quote!

Schedule A Consultation

Each plan is designed for different financial goals to full personal coaching.

Basic

The most basic set up of your accounts

^$ 500

A QBO account set up according to your needs and industry. (30% discount if the account is created under my firm)
An Industry-specific Chart of Accounts set-up
Connected Bank Feeds
Basic QBO Overview via zoom

Schedule A Consultation

Premium

A more in-depth start up solution

^$ 750

All of the features of Basic Plus:
Support around registering your business
Recommendations & Referrals for additional needs (insurance, etc)
One month of bookkeeping done with you as part of the training process.
Two 45 min zoom QBO tutorials
QBO “cheat sheets”

Schedule A Consultation

Get Your Financial Records Back On Track

Clean-Up/Catch Up

Fixing your foundation so your future is solid

All transactions correctly categorized for the selected period with appropriate documentation.
Any errors corrected
All accounts reconciled
End-of-Year reporting: P&L, Balance Sheet
Clean-ups & Catch-ups Are Priced By Project, Please Schedule a Free Consultation to Get Your Quote

Schedule A Consultation

Ongoing Financial Support Tailored To Your Business

Monthly Basic

Our Base Package

^$ 250 _/Month

Download & Categorize all transactions
Provide a list of all unknown transactions for your comments to maximize your potential tax deductions
Reconcile all accounts for accuracy and completeness
Update any loan accounts based on information provided
Provide an end of year profit and loss statement and balance sheet for internal use
Free password vault via 1password to protect any information you may need to share with us
One monthly meeting to review unclear transactions

Schedule A Consultation

Add Ons

Tailor your experience to your needs

^$ Free Consultation

Payroll Set Up and Management (only in select cases)
A/R, A/P, clerking
Monthly or Quarterly Reporting
Training & Education
Schedule a Free Consultation for a Quote!

Schedule A Consultation

Financial Strategy Guidance For Long-Term Growth

If you feel stuck, overwhelmed, or unsure about the direction of your business finances, this service is designed to give you clarity, accountability, and a strategy you can confidently move forward with.

CFO Advisory Package

Our most robust package

Everything included in the Monthly Bookkeeping service PLUS:
Monthly custom reporting, go beyond the P&L with customized KPI Tracking so we track what makes sense for your business and your goals
Goal tracking, monitoring your numbers and helping you stay accountable to reaching your targets.
Monthly Meetings to review data, and discuss action steps (can be pushed Quarterly as things stabilize or may be more frequent in times of crisis)
Forecasting, depending on your industry, we can project your data into the future 3 mo or 6 mo to try and be proactive and not reactive to what lies ahead.
Services Are Priced by Project, Please schedule a Consultation for a Quote
One monthly meeting to review unclear transactions

Schedule A Consultation

Add Ons

Enrich your experience

System creation for KPI tracking
Additional Meetings
Budgeting
Intra-Industry Metric Comparison – find our how you are measuring up against your peers
COMING SOON – Keep your eyes peeled for an exciting new package, in collaboration with other fractional pros, we will be bringing you a few ways to make the expertise of an ENTIRE C-Suite accessible for your small business

Schedule A Consultation

Our financial services are designed to help you plan your budget.

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