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GROWING FAST

 

You’re growing quickly—

and the numbers are

coming in just as fast.

You need a financial

partner who can keep up,

keep things organized, and

help you use your numbers

 to grow even more.

 

This package is perfect for

 the service-based

business scaling to its

next level and ready to

get serious about financial

 clarity and strategy.

 

INCLUDES:

● Full monthly bookkeeping

 

● Forecasting and

financial goals support

 

● Books catch up or clean up

 

● Financial workflows

 streamline

 

● Monthly strategy and

 review meetings

 

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FINANCIAL RESET

 

Need a fresh start? We’ve

got you. Whether you’re

setting up your books for

the first time or trying to

recover from bookkeeping

 overwhelm, CLF will help

you get back on track

—with clarity, confidence,

 and ease.

 

This is ideal if you're

managing your own books

but need expert help to

reset and realign

everything.

 

INCLUDES:

 

● Customized cleanup or

catch-up plan

 

● QuickBooks Online

account setup (or review

chart of accounts revamp)

 

● Accurate transaction

entry and reconciliation

 

● 1-hour bookkeeping

training session to guide

your next steps

 

● Perfect for DIY bookkeepers who want peace of mind

and a clean slate.