Clean Books, Clear Cash Flow,
More Time to Run Your Business
I’m Dustin, and I help business owners who are tired of feeling in the dark about their numbers.
I’ll take bookkeeping off your plate, keep your books accurate, and make sure your CPA gets clean reports at year-end. That way, you can focus on running your business with clarity and confidence.
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Your books are always up to date, so you know exactly where your business stands without digging through spreadsheets.
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When it’s time to file, your CPA gets clean, organized records that make tax prep quick and painless.
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Spend less time wrestling with finances and more time running and growing your business.
Clarity, Confidence, Time
Support that Scales with You
Compliance
Stay Organized and Tax-Ready
Starting at $500/month
What’s included:
Monthly bookkeeping
Bank and credit card reconciliations
Chart of Accounts setup and maintenance
Payroll journal entries (single system)
Monthly Balance Sheet and Income Statement reports
Month-end close and reports by the 15th of each month
Year-end financial package for your CPA
Quarterly 30-minute financial review call
Email support
Control
Clarity to Run Your Business Smarter
Starting at $1,250/month
Everything in Compliance, plus:
Cash Flow report
Simple forecasts
Payroll journal entries (multiple systems)
KPI tracking (margin, payroll as % of sales, etc.)
Month-end close and reports by the 10th of each month
Monthly 30-minute financial review call
Priority email support
Growth
Finance Partner for the Next Stage
Starting at $2,000/month
Everything in Control, plus:
Budgeting and complex forecasting
Custom dashboards as needed
Month-end close and reports by 5th of each month
Monthly 60-minute financial strategy call
Project-Based Services
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If your books have fallen behind, I’ll get them up to date. This gives you a clean foundation and allows you to move forward with confidence. Whether it’s a few months or a few years, I’ll bring everything current.
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Together we’ll map out a practical budget aligned with your goals, so you can track performance against plan, and make adjustments to stay on course.
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Gain visibility to your cash flow or revenue outlook with a custom forecast. This helps you anticipate needs, prepare for growth, and avoid surprises.
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Tailored reports in Excel that can be one time use or run regularly. Power BI reports can also be developed for additional cost.
Let’s work together.
Submit the form below and I will get in touch as soon as possible!