Your Partner in Business!
Providing executive support services and digital products!
"We love what we do, so we're never overwhelmed at the thought of supporting our clients."
-ari
SERVICES
In addition to our packaged services, we also offer project-based services and add-on services such as:
- grant administration
- payroll services
- tax planning
- financial clean-up
- communications
- more...
Package 1: Financial Foundations Partner - 20 hours/month
Deliverables:
Monthly bookkeeping (up to 3 accounts)
Monthly financial reports
Tax prep support
Expense dashboard
Calendar/email management
1 monthly strategy call
Package 2: Executive Growth Partner - 40 hours/month
Deliverables:
Full bookkeeping (up to 6 accounts)
Advanced financial reports & forecasts
Quarterly tax planning support
Vendor/client invoice management
Executive scheduling & contracts
Grant/funding research
2 strategy calls/month
Package 3: C-Suite Financial & Operations Concierge - 60 hours/month
Deliverables:
Full bookkeeping + forecasting
Tax planning oversight
Grant strategy + RFP support
Policies, SOPs, and operations guidance
Board/investor reports
Weekly executive advisory calls
Priority on-demand support
Partners
We're excited to partner with you next!
Request for Services!
Let us know your business needs, and we will follow up with a request to complete our service request form.
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