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
◦ Accounting with Xero
◦ Training on DIY bookkeeping
◦ Training on appropriate financial reports
◦ Financial insight that lets you plan, not guess
◦ Consulting and planning for your software stack
Who It’s For
Professional service firms and e-commerce businesses.
◦ 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.
Monthly CFO Services
What It Is
Full monthly bookkeeping and CFO advisory on Xero and the job management app.
What You’ll Get
◦ 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 actually understands — and can run without you.
Who It’s For
Architecture, engineering, construction (AEC) and creative-service firms who are:
◦ Scaling fast but can’t see where the profit goes.
◦ Tired of managing by spreadsheet and gut feel.
◦ Ready for clean data, confident forecasting, and calm operations.