Bookkeeping is the foundation: accurate records, reconciled accounts, clean financial statements. CFO advisory is the strategy built on top — budgeting, forecasting, cash flow analysis, profitability optimization, and helping you make data-driven decisions. Most of my clients benefit from both.
Services
Pick the layer of financial partnership you need.
From precise bookkeeping to full strategic advisory — three engagement tiers designed as a continuum. Most clients start with the Foundation and grow into CFO advisory as their business scales.
Process
Getting started is simple.
01
Take the Fit Quiz
A quick 2-minute fit check tells us — and you — whether a partnership makes sense. Qualified leads get a calendar link at the end to book a free 30-minute strategy call with me.
02
Get a Custom Plan
I review your financial setup and put together a plan tailored to your needs — whether that starts with bookkeeping, jumping into CFO advisory, or both.
03
Gain Clarity & Confidence
Accurate financials, clear reporting, and a strategic partner helping you make smarter decisions. You will know your numbers and have a plan to grow profitability.
Investment
Transparent starting points.
Every engagement is customized to your business, but here is where each tier begins.
Tier 01
Strategic Bookkeeping
Starting at
$500
/ month
- Transaction recording, classification & posting
- Account reconciliation
- Quarterly or monthly statements
- CPA-ready reporting & tax-prep support
- Ongoing email support
Most chosen
Tier 02
Fractional CFO Services
Starting at
$1,000
/ month
- Everything in Strategic Bookkeeping (bi-weekly)
- QBO third-party app integration
- AP / AR oversight & bi-weekly reporting
- GAAP accrual accounting & variance analysis
- Monthly 60-min strategy review
Tier 03
Profitability & Growth Advisory
Starting at
$2,000
/ month
- Everything in CFO Services (weekly cadence)
- Custom accounting & procedures manual
- Budgeting, forecasting, KPI dashboards
- Margin & cost-structure analysis
- Weekly strategy + annual planning
Every engagement is customized to your business. Pricing varies with complexity, transaction volume, and scope.
Let's Talk About What You Need →Common Questions
A few things people ask.
Still curious? A quick fit quiz is the fastest way to find out if we are right for each other — and qualified leads can book a call from there.
See If We're a Fit →What is the difference between bookkeeping and CFO advisory?
How is this different from hiring a full-time CFO?
A full-time CFO can cost $150K to $250K or more per year. With Ledger Clarity, you get strategic financial leadership from me plus a dedicated team handling your bookkeeping and reporting — all at a fraction of that cost, scaled to your size and stage.
I already have a bookkeeper. Can I just add CFO advisory?
Possibly. The fit quiz is the fastest way to find out — it covers your current setup in a few questions, and if it looks like a meaningful match, you can book a 30-minute call from the end of it. Often the most effective approach is having both your bookkeeping and advisory handled by the same partner so strategy is built directly on the data, but the call is the place to decide what fits your situation.
What industries do you specialize in?
Primarily technology, healthcare, and financial services. That said, my 20+ years of corporate accounting experience translates well across industries. If you are generating $500K+ and need financial strategy, let's talk.
Do I have to use QuickBooks Online?
Yes. QBO is the foundation of how we work — the best cloud-based platform for the real-time reporting and visibility growing businesses need. If you are not on QBO yet, I can handle the migration.
How do we work together remotely?
Everything is cloud-based. I serve clients across the United States using QBO, secure file sharing, and video calls. Geography is not a barrier.
Not sure which tier fits? Let's figure it out together.
Start with the 2-minute fit quiz. If we are a match, you can book a 30-minute strategy call from the end of it — and we will figure out the right starting point on that call.