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.
Services
Financial strategy starts with a strong foundation.
Three engagement tiers, presented as a continuum — from precise, reliable bookkeeping to full strategic advisory. Most clients start with Strategic Bookkeeping and grow into CFO Advisory as their business scales.
Tier 01 · The Foundation
Strategic Bookkeeping
Starting at $500 / mo
Bookkeeping with the precision and rigor of a corporate accounting department, so your numbers are always reliable.
- ✓ Transaction recording & classification
- ✓ Account reconciliation
- ✓ Monthly or quarterly statements
- ✓ CPA-ready reporting
- ✓ Ongoing email support
Most chosen
Tier 02 · The Strategic Layer
Fractional CFO Services
Starting at $1,000 / mo
The strategic layer your business has been missing — including a monthly 60-minute video meeting where I walk you through what your financials actually mean.
- ✓ Everything in Strategic Bookkeeping
- ✓ Bi-weekly transaction processing
- ✓ AP / AR oversight & bi-weekly reporting
- ✓ GAAP accrual accounting & variance analysis
- ✓ Monthly 60-min strategy review
Tier 03 · Numbers Working For You
Profitability & Growth Advisory
Starting at $2,000 / mo
This is where the numbers start working for you. Advanced reporting, weekly strategy meetings, and a custom playbook for growth.
- ✓ Everything in CFO Services (weekly cadence)
- ✓ Custom accounting & procedures manual
- ✓ Budgeting, forecasting, KPI dashboards
- ✓ Margin, cost & profitability 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 →Process
Getting started is simple.
01
Book a Strategy Call
We start with a conversation. I learn about your business and where you want to go. No pitch, no pressure — just an honest discussion about whether we are the right fit.
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 based on complexity, transaction volume, and scope.
Common Questions
A few things people ask.
Still curious? A strategy call is the best place to get a direct answer for your specific situation.
Book a Strategy Call →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. We would start with a strategy call to understand your current setup. In many cases 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 I am happy to discuss what makes sense for 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.
A 30-minute strategy call is the fastest way to find the right starting point. No pitch — just a direct conversation about what your business actually needs.