The Secret Menu
CFO Services
For a profitable and growing business.
We offer accounting services for new and existing businesses.
Jumpstart Your Business
What It Is
A three-month program for the new or $100K business. This is ideal for sole practitioners that care about improving their business profitability and scaling but don’t have the budget for outside accounting assistance yet.
What You’ll Get
You’ll have:
• Xero set up and configured for your business
• Six bi-monthly Zoom sessions for review, guidance, and adjustments
• Practical training to manage your own bookkeeping
• Clear guidance on which financial reports matter and how to use them
• Financial insight that supports planning instead of guesswork
• Software stack consulting aligned to how your business operates
Who It’s For
You’ll be a fit if you’re:
• A professional service firm, SaaS company, e-commerce business, or startup
• Financially curious and open to DIY while scaling
• Tired of managing by spreadsheet and gut feel
• Ready for clean data, confident forecasting, and calm operations
What You’ll Walk Away With
By the end of Jumpstart, your business will no longer feel opaque or reactive.
You’ll have:
A clean, working accounting system you understand and can maintain
Clear visibility into where your money comes from and where it goes
Financial reports that actually answer questions instead of creating more
A realistic sense of what you can afford, when you can hire, and how fast you can grow
A software setup that supports your business instead of slowing it down
Most importantly, you’ll be able to make decisions with confidence instead of guesswork.
No more flying blind, no more spreadsheet chaos, no more wondering if things are “fine” or quietly off track.
You’re left with a business that feels calmer, more intentional, and ready for its next stage.
Monthly CFO Services
What It Is
Full monthly bookkeeping and CFO advisory on Xero and your job management app.
What You’ll Get
You’ll have:
• Projects that show scope, budget, and profit as they happen
• Workflows that scale without adding chaos
• Clear visibility into utilization and capacity
• Financial insight that lets you plan, not guess
• Systems your team understands and can run without you
Who It’s For
You’ll be a fit if you’re:
• An architecture, engineering, construction (AEC), or creative-service firm
• Already using job management software and past initial implementation
• Have completed a job management implementation with us
• Scaling fast but unable to see where the profit goes
• Tired of managing by spreadsheet and gut feel
• Ready for clean data, confident forecasting, and calm operations
What You’ll Walk Away With
By working together month to month, your business stops feeling fragile or opaque.
You’ll have:
• Real-time clarity into project performance and firm-level profitability
• Confidence in hiring, pricing, and growth decisions
• Financial systems that support leadership, not just compliance
• A business that runs smoothly even when you’re not in the weeds
You’re left with a firm that’s stable, informed, and built to scale — without burning you out.