Monthly Services
Our monthly services are built specifically for consultants and coaches with $100K - $2M in revenue. Their business models are ones in which they plan to scale with team members (agency or firm model) or are committed to scaling as a soloist.
Both can be very profitable.
Either way, our clients are ready for more…
Ready to get more from your accountant?
Ready for a clear view of what your profit will be, not just what it was?
Ready for your business to pay you consistently and fund your retirement?
Fractional Agency CFO
$2,500 - $6,500/mo
Expert oversight for your growing agency
Bring Erica Goode, CPA on as your growing agency’s fractional CFO. She’ll be a lock-step partner with you and your leadership team to make the right decisions to grow your IT, marketing, HR, or PR firm.
Cashflow forecasting aiming at a 20-30% margin
Build a cash reserve of 3 - 6 months of payroll & expenses
Tax planning throughout the year
Recommended for business owners with an agency business model and $750K+ in annual revenue.
Mini CFO
$1,300 - $2,500 / mo
A View into the Future
A level of service that offers you a clear financial view into the future of your business, owner pay, and retirement. Every month, you walk away feeling confident knowing the direction your business is headed.
Includes:
Bookkeeping & Monthly Financial Statements
Annual Tax Reporting Package
Monthly Strategy Meeting
Cashflow Forecasting
Custom Quarterly Tax Estimates
Recommended for soloist or small team business owners with $200K+ in annual revenue.
Concierge Bookkeeping
$597 / mo
Bookkeeping at a Higher Level
For when you’re ready to upgrade from your current bookkeeper or ready to take something off your ever-growing To Do list. We swoop in, clean up your books, and set you up with a readable view into your profitability.
Includes:
Bookkeeping & Monthly Financial Statements
Annual Tax Reporting Package
Custom Chart of Accounts for Coaches & Consultants
Unlimited Email Access
Discounted Rates on All Strategy Sessions
Recommended for business owners with $100K+ in annual revenue.
Not ready for monthly services?
Check out our strategy sessions.
“Erica understands business, forecasting and accounting, and she can even explain it in a way that is accessible to someone who doesn’t think like that (me)! She has the heart of a small business and the brains of a corporation.”
— Mallory R., monthly client