SERVICES

READY TO MAKE THE MATH START MATHING?

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READY TO MAKE THE MATH START MATHING? •

I’m the right partner for you if you’re interested in…

  • Reaching 6 & 7 figure (or beyond) revenue goals 

  • Increasing your impact 

  • Growing or starting a team

  • Creating more freedom in the business by leveraging the numbers

  • Prioritizing your role as the CEO and leader

  • Working with a financial partner to reach the next level

  • Having a trusted confidant to talk all things money

  • Navigating the highs and lows and plateaus of business with a trusted guide

“We love working with Paige, she makes the analysis of our numbers so easy and has been able to simplify what was once a pretty chaotic P&L!”

Natalie Ellis, CEO of Bossbabe

RISE

Full-Service bookkeeping

>Recommended for businesses with $100k+ in annual revenue

Financial foundational work, top-of-the-line monthly bookkeeping & high-level reports to stay on top of the health of your business & make tax time a breeze!

You need a strong financial foundation, organization of your numbers, and a professional who knows the ins and outs of bookkeeping organization and tax rules. See accurate reporting that is easy to understand but gives you clear insight into its health.  Stop being the middle man for your numbers team, and let the financial stuff be EASY!

  • Full-service monthly bookkeeping

  • Income & expense categorization using QuickBooks Online

  • Monthly reconciliations

  • Year-end tax package and CPA liaison

Investment Starting at $500/month

GROW

Bookkeeping + CFO

> Recommended for businesses with $200k+ in annual revenue

A CFO at your fingertips. Grow your team, reach some big ass money goals & treat your finances like the CEO that you are. Finally have a money partner to show you the data you need to see and strategize to take the next steps in your business journey!

Includes everything in RISE, plus …

  • Custom finance dashboard with projections, goal planning & cash flow forecasting

  • Keeping your KPIs and financial margins in check!

  • Unlimited email support

  • Monthly Finance meetings

Monthly Investment: $1,200 - $2,000/month

SCALE

Bookkeeping + CFO

> Recommended for businesses with $750k+ in annual revenue

Take the guesswork out of your financial decisions by having a trusted advisor to talk all things money with. Release the mental burden of your finances and numbers-related processes with white-glove financial support & strategy. Breathe easy because you finally have someone you trust to handle the dollars and cents.

Includes everything in RISE & GROW, plus …

  • Scenario planning

  • Payroll oversight

  • Unlimited phone & email support

  • Monthly Finance meetings

  • Add me to your team Slack for easy communication

  • I’m your dedicated money person

Monthly Investment: $2,500 - $6,500/month

CFO MINI SESH

You have pressing money questions and you know you need some support but you aren’t quite ready to hire a full-time CFO. I’ve got you!

> Great for any revenue level

The CFO Mini session packs a big punch when it comes to strategy! 

  • A short pre-call questionnaire so that I can work behind the scenes to make the best use of our time together

  • 90-minute recorded Zoom call with Paige to ask your most pressing business financial questions

  • Some things we can talk about include budgeting, goal planning, creating a financial dashboard, general bookkeeping, pricing analysis, payroll questions, understanding your financial reports, financial/bookkeeping processes, and much more

  • You will leave our call with clear answers to your concerns as well as a recording of our conversation and a summary of your action plan/next steps.

  • Perfect for any entrepreneur looking for clarity on their numbers, financial strategy or general business decisions (all decisions affect your numbers)

Investment: $800

FAQ’s

Your answer might be here, so check these out first.

  • Answer: During our discovery call, we'll discuss your business needs, goals, and current financial situation to recommend the best service for you. SCALE & GROW are ideal for those needing comprehensive financial management & strategy, while RISE suits businesses needing focused bookkeeping.

  • Answer: I personally have over 13 years of experience in the accounting field with two years of that working at a small accounting firm where we maintained clients books and prepared their tax returns. I also have my master's degree in accounting from New England College.

  • Answer: Yes! Currently, my team includes myself, my operations manager Danielle and two amazing bookkeepers. I communicate directly with all of my clients, oversee all of the work and all CFO work and meetings are performed by me. I strongly value my client relationships & have created a business around those values. As of right now I do not foresee a larger team. We are small but mighty and it works beautifully.

  • Answer: Although we work with all different types of industries, we specialize in supporting entrepreneurs in service-based and online creative industries, including coaches, course creators, studio and agency owners.

  • Answer: Our onboarding process starts with an initial consultation to understand your business and financial needs. We'll then collect necessary information, set up your financial systems if needed, and develop a customized plan to manage and optimize your finances.

  • Answer: We work strictly with QuickBooks online and have over 14 years of experience setting up the software to best suit our clients' needs.

  • Answer: I personally have over 13 years of experience in the accounting field with two years of that working at a small accounting firm where we maintained clients books and prepared their tax returns. I also have my master's degree in accounting from New England College.

  • Answer: The frequency of reports and updates depends on the service package you choose. Typically, our clients receive monthly financial reports.

  • Answer: Absolutely! Our services include preparing your financials for tax season, ensuring all records are accurate and up-to-date, and working with your tax preparer to streamline the process.

  • Answer: 10000%! We want you to feel like your entire money team is here to fully support you so we always ask to be introduced to the other humans handling your finances so that we can work together to provide the full spectrum of financial support.

Not sure which service is right for you?

Apply below! I’d love to meet you and help you discover exactly what level of financial support would be perfect for your business.