Expert finance support tailored for growth

Empowering smarter decisions through numbers

Step into our world, where expert accounting, strategic planning, and reliable financial guidance come together to support your business.

Our Partners

Sound familiar?

Your business relies on you, or it all falls apart.
You’re in a Catch-22: You can’t grow your business without more cash, but you can’t get more cash without first growing your business!
You don’t have a simple way to know what is and isn’t working in your business.
You don’t know what to do next to grow your business.

What's an outsourced CFO?

A CFO’s (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business.

Track

Track your profit and cash flow

Analyze

Analyze what is and isn't working

Scoreboard

I will provide a clear way for you to understand the performance of your business

Action Plan

I will give you a short list of the most important next steps that you need to take that month

" Her insights have made a lasting impact on our operations and profitability."

testimonials

What Clients are saying

Kimberly helped us turn financial confusion into clarity. Our cash flow and profits have never been better.

We finally understand our numbers and how to use them. Kimberly made all the difference.

Professional, insightful, and practical Kimberly transformed how we manage our finances

Streamline Finances

See your whole business

Tracking income. All of your bank and credit card transactions automatically sync to QuickBooks to help you seamlessly track your income & expenses.
Manage and pay bills. Organize your bills in one place and make payments right in QuickBooks.
Run Reports. Run and export reports including profit & loss, expenses, and balance sheets.

Streamline Finances

Payroll services that go beyond a paycheck

Time on your side. Set payroll to run automatically so you have more time to focus on your day-to-day.
Worry-free taxes. We’ll calculate, file, and pay your federal and state payroll taxes for you.
24/7 expert support. Callback support means you’ll get answers anytime.

Streamline Finances

Get Paid

Get paid easily. Send invoices your customers can pay instantly online with flexible payment methods.
Schedule in advance. Set recurring invoices to be automatically sent and paid.
Flexible payment methods. Make it easier for customers to pay with credit or debit cards, Apple Pay®, and eChecks.

Streamline Finances

Payroll services that go beyond a paycheck

Time on your side. Set payroll to run automatically so you have more time to focus on your day-to-day.
Worry-free taxes. We’ll calculate, file, and pay your federal and state payroll taxes for you.
24/7 expert support. Callback support means you’ll get answers anytime.

Pricing Plan

Choose a plan to fit your needs

Simple Start

Save 30% off for 12 months*

$30

$21/mo

Track income & expenses
Invoice & accept payments
Maximize tax deductions
Run general reports
Capture & organize receipts
Track miles
Manage cash flow
Track sales & sales tax
Send estimates
Manage 1099 contractors
Connect 1 sales channel

Essentials

Save 30% off for 12 months*

$55

$42/mo

Track income & expenses
Invoice & accept payments
Maximize tax deductions
Run general reports
Capture & organize receipts
Track miles
Manage cash flow
Track sales & sales tax
Send estimates
Manage 1099 contractors
Connect 3 sales channel
Includes 3 users
Manage & pay bills Enter time

Plus

Save 30% off for 12 months*

$85

$63/mo

Track income & expenses
Invoice & accept payments
Maximize tax deductions
Run general reports
Capture & organize receipts
Track miles
Manage cash flow
Track sales & sales tax
Send estimates
Manage 1099 contractors
Connect 3 sales channel
Includes 3 users
Manage & pay bills Enter time
Track inventory
Track project profitability

Advanced

Save 30% off for 12 months*

$200

$140/mo

Track income & expenses
Invoice & accept payments
Maximize tax deductions
Run general reports
Capture & organize receipts
Track miles
Manage cash flow
Track sales & sales tax
Send estimates
Manage 1099 contractors
Connect 3 sales channel
Includes 3 users
Manage & pay bills Enter time
Track inventory
Track profitability
Data sync with Excel
Employee expenses
Batch invoices and expenses
Custom access controls
Exclusive premium apps
Workflow automation
Data restoration
24/7 support & training
Revenue recognition

Core

Cover the basics easily pay your team and have your payroll taxes done for you.

Save 30% on monthly fee for 12 months +15% off $5/employee per month**

$45

$31.50/mo

Premium

Manage your team and perfect payday with HR support and employee services.

Save 30% on monthly fee for 12 months +15% off $8/employee per month**

$80

$56/mo

Auto Payroll
Health benefits for your team
Expert product support
Same-day direct deposit
Workers’ comp administration
HR support center
24/7 expert product support
Expert review
Track time on the go

Elite

Access on-demand experts to simplify payday and protect what matters most.

Save 30% on monthly fee for 12 months +15% off $10/employee per month**

$125

$87.50/mo

Auto Payroll
Health benefits for your team
Expert product support
Same-day direct deposit
Workers’ comp administration
HR support center
24/7 expert product support
Expert review
Track time and projects on the go
Tax penalty protection
Personal HR advisor

Expert finance support tailored for growth

Empowering smarter decisions through numbers

Our Partners

Sound familiar?

What's an outsourced CFO?

Services

Track

Analyze

Scoreboard

Action Plan

testimonials

What Clients are saying

Streamline Finances

See your whole business

Streamline Finances

Payroll services that go beyond a paycheck

Streamline Finances

Get Paid

Streamline Finances

Payroll services that go beyond a paycheck

Pricing Plan

Choose a plan to fit your needs

Simple Start

Save 30% off for 12 months*

$30

$21/mo

Essentials

Save 30% off for 12 months*

$55

$42/mo

Plus

Save 30% off for 12 months*

$85

$63/mo

Advanced

Save 30% off for 12 months*

$200

$140/mo

Core

Cover the basics easily pay your team and have your payroll taxes done for you.

Save 30% on monthly fee for 12 months +15% off $5/employee per month**

$45

$31.50/mo

Premium

Manage your team and perfect payday with HR support and employee services.

Save 30% on monthly fee for 12 months +15% off $8/employee per month**

$80

$56/mo

Elite

Access on-demand experts to simplify payday and protect what matters most.

Save 30% on monthly fee for 12 months +15% off $10/employee per month**

$125

$87.50/mo