$997.00 USD

Every month

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Before you finish checkout...
Want to see your Full Financial Picture in one simple dashboard?
You started this business to make money for you and your family. Let's make sure your personal finances are part of the plan too.
  
Your Personal Financial Dashboard gives you a clear, organized view of your personal finances so you can stop guessing and start making confident decisions with your money. 
It includes:
→ A Personal Balance Sheet 
Showing your full financial picture
→ A Personal Cash Flow Report
So you can see what is coming in and what is going out
→ A Personal Net Worth Tracker
So you can measure growth over time
→ A Clear Breakdown of Personal Spending Categories
→ Visibility into debt, savings, and liquidity
→ A Simple Dashboard
To help you track your financial health in one place
→ Regular Reporting
So you can stay informed, organized, and proactive
→ Support connecting your business success to your personal wealth goals
 

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Bookkeeping & Fractional CFO Services

This is full-service bookkeeping support designed to help you understand your numbers and use them to run your business better.

✓  Full-Service Bookkeeping and Month-end/year-end Closing

✓  Monthly Transaction categorization in QuickBooks Online

✓  Monthly Reconciliations for connected bank and credit card accounts

✓  Customized Financial Reports

✓  Cleaning Industry KPIs and benchmarks

✓  Custom Financial Dashboard

✓  Cash Flow Management and Projections

✓  Tax Projections and Savings Planning

Every month, you're not just getting bookkeeping done behind the scenes.

You're getting visibility into the numbers that matter, so you can actually understand how your business is performing.

✓ Profit & Loss

✓ Balance Sheet

✓ Goals vs. Actuals

✓ Current Cash Position

✓ Profit Margin

✓ Cleaning Company benchmarks & KPIs

✓ Owner Pay Insights

✓ Tax Savings targets

✓ Opportunities for Improvement