Your finances shouldn't keep you up at night.
Bookkeeping, tax, and fractional CFO guidance for small businesses, nonprofits, and entrepreneurs, from someone who explains it in plain English.
No judgment. No jargon. No handoffs to junior staff. Just honest guidance.
✓ Free consultation · ✓ Custom quote, no surprises · ✓ Same‑day support
Which one sounds like you?
Pick the closest fit and see the exact worries we take off your plate, and what changes once we do.
Small business owners
- Receipts and invoices piling up with no system
- No idea if this month was actually profitable
- Scrambling every tax season, overpaying every year
- Turned down for financing because the books aren't ready
Once we're on it
- Clean, current books you can trust
- A monthly P&L that tells you where the money went
- Year‑round tax planning, not April panic
- Bank‑ready financials, and help getting the loan
Nonprofits & organizations
- Form 990 and fund accounting feel like a foreign language
- Board wants reports you don't have time to build
- Worker classification and governance gaps you can't see
- An audit on the horizon and no one to guide you
Once we're on it
- Form 990 filed right and on time
- Board‑ready dashboards and clean fund accounting
- Governance, payroll, and classification handled
- Audit prep with zero‑findings track record
Entrepreneurs & high earners
- Complex income across W‑2, 1099, and investments
- Missed deductions and the wrong entity structure
- No proactive strategy, just a return once a year
- Growth decisions made without real numbers
Once we're on it
- Entity structuring that actually fits your situation
- Proactive, multi‑stream tax strategy
- A fractional CFO for the big decisions
- Every legitimate deduction captured
The financial clarity of a CFO, without the full‑time salary
You've outgrown "just bookkeeping," but you're not ready to hire a six‑figure CFO. A fractional CFO asks the question the others don't: where is this business going, and how do we get there profitably?
Clarity and a plan, month over month.
- Monthly strategy session
- Cash‑flow forecasting
- KPI dashboard
- Email support
For businesses actively scaling.
- Everything in Advisory
- Annual budget + rolling forecast
- Quarterly planning
- Two monthly touchpoints
A CFO in the room for big moves.
- Everything in Growth
- Financial modeling
- Financing & board prep
- Priority access
We build the financials and place the loan.
Most owners get turned down for financing because their books don't answer the questions a lender asks, not because the business isn't fundable. We're one of very few firms that can prepare lender‑ready financials and broker the loan itself, because we do both under one roof.
Prepare
Clean books, projections, debt schedule, and a loan narrative underwriters actually read.
Place
We match you to the right SBA, line‑of‑credit, or real‑estate lender and shepherd the application.
Pilot
Optional fractional‑CFO support to manage cash flow and covenants after funding.
Everything your numbers need, in one place
You work directly with Danielle, not a rotating cast of junior staff.
Bookkeeping that actually works
Monthly categorization, bank reconciliation, QuickBooks setup, and reports you can actually read.
Accounting & financial reporting
Fund accounting, GAAP compliance, audit readiness, and board‑ready dashboards.
Tax preparation & planning
Individual and business returns, proactive year‑round planning, and every deduction identified.
Tax resolution
IRS correspondence, back taxes, penalty abatement, and audit representation.
Nonprofit compliance
Form 990 filing, governance policies, worker classification, and treasurer training.
Commercial loan brokerage
SBA loans, lines of credit, equipment financing, and fix‑and‑flip, with lender matching by someone who reads a P&L.
No "contact us for a quote" games
Here's where things start. Your exact quote depends on your volume and needs, and you'll know it before you commit.
Monthly bookkeeping
Direct access to Danielle · secure portal · 1st‑month guarantee
Tax preparation
Line‑by‑line deduction analysis · IRS e‑filing · year‑round questions
Nonprofit & more
The compliance work most firms won't touch
Looking for the full menu? See all pricing & services →
Trusted by owners who used to dread this stuff
"They provide thoughtful, strategic advice for us and the musicians we serve. A true partner to our nonprofit."
"She caught tax errors that could've led to an audit and saved my company thousands. I finally feel on top of it."
"My go‑to for all things business and financial planning. She handled everything in a timely manner. I couldn't be more pleased."
You'll work with Danielle, every time
15+ years in accounting, credit, and cash management (including budgeting and forecasting for large corporate teams), now put to work for owners who deserve a real advisor, not a call center. Direct, analytical, and genuinely invested in teaching you your own numbers.
Get a good night's sleep about your numbers
Book your free 30‑min assessment →Book a free 30‑minute assessment. We'll look at where you are, tell you honestly what you need, and send a custom quote. No pressure, no jargon.