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Helping Catholics Build More Profitable Businesses

Fractional CFO and bookkeeping for your service business


Make better business decisions

Achieve your financial goals

Enjoy financial peace of mind


Understanding your numbers can make or break your business

In business, there is nothing more mission-critical than managing your money correctly. The health of your business depends on it. If neglected too long, your business dream can turn into a nightmare.


Imagine running your business with...

A Catholic CPA in your corner who knows what it takes to help you build a successful business. Imagine taking back control of your money and feeling confident in the direction you want to take your business.


Easy to read financial reports

Get a clear understanding of your finances, and take the guesswork out.

Expert advice and guidance

A financial guide in your corner so you can stop guessing on important decisions.

A clear path forward

Feel confident and well-informed about the direction you want to take your business.


Services for U.S. and Canadian based businesses

Simple and transparent fixed monthly pricing to help you reach your goals. (Pricing is in USD)

Platinum

For those seeking hyper-growth and a lot of strategic insights

Services

  • Bookkeeping (weekly)
  • 'Know Your Numbers' report (monthly PDF and Zoom call)
  • Set-up of '7-Step Double Your Profit Plan'
  • CFO review of '7-Step Double Your Profit Plan' (monthly)
  • Annual financials for tax accountant
  • Annual support to tax accountant
  • Cash flow forecasting and analysis (monthly)
  • Review and analysis of Key Performance Indicators (KPI's)

Support

  • Bookkeeping support (unlimited)
  • CPA support (unlimited)
  • Weekly rosary for your business

Technology

  • Quickbooks Online
  • DEXT (receipt management)
  • Fathom (financial reporting)

Guarantee

  • 6 month, no questions asked, 100% money-back satisfaction guarantee


$3940 per month

Gold

For those looking to take their business to the next level

Services

  • Bookkeeping (monthly)
  • 'Know Your Numbers' report (monthly PDF and video)
  • Set-up of '7-Step Double Your Profit Plan'
  • CFO review of '7-Step Double Your Profit Plan' (quarterly)
  • Annual financials for tax accountant
  • Annual support to tax accountant

Support

  • Bookkeeping support (unlimited)
  • CPA support (3 calls/emails per month)
  • Weekly rosary for your business

Technology

  • Quickbooks Online
  • DEXT (receipt management)

Guarantee

  • 6 month, no questions asked, 100% money-back satisfaction guarantee


$1465 per month

Silver

For those looking to get their bases covered


Services

  • Bookkeeping (quarterly)
  • 'Know Your Numbers' report (quarterly PDF)
  • Set-up of '7-Step Double Your Profit Plan'
  • CFO review of '7-Step Double Your Profit Plan' (annual)
  • Annual financials for tax accountant

Support

  • Bookkeeping support (unlimited)
  • CPA support (1 call/email per month)
  • Weekly rosary for your business

Technology

  • Quickbooks Online


$890 per month


The Next Steps To Get Started

1

Schedule a Consultation

Help me understand your business goals, and get to know what you're all about.

2

Select A Customized Plan

After reviewing your needs and goals I will present you with multiple, affordable plans to accomplish your goals.

3

Move Forward With Confidence

Start earning more profit, getting more of your time back, and experiencing less stress.


You don't have to be a financial guru to run your business

As a business owner with a full plate, dealing with the "financial stuff" can feel like an overwhelming burden. The more successful you become the bigger the problems can get.

Whatever your numbers look like, I can help. In fact, I’ve been helping business owners like you for over 22 years. Don't put this on the back-burner any longer.

"The plans of the diligent lead to profit as surely as haste leads to poverty" (Proverbs 21:5)


Business owner success stories...

“Incredibly! I now have a full accounting system set up for the first time in 16 years since I started my business! And I understand it!”

- Shari Braendel, Founder of Fashion Meets Faith

Angela M.

Megan G.

Michelle S.

“Tammy breaks things down for non-accounting people to understand. She is non-threatening and is very patient and dedicated to teaching and helping others. Tammy is knowledgeable, professional, approachable, kind and patient.”

Brian H.

“Excited at what's possible with a more informed and thoughtful approach to spending moving forward”

Kris F.

“I now have a very realistic appreciation of what it takes to achieve the level of income I thought I wanted”


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