Every plan includes monthly reconciliation, financial statements, and a direct relationship with Peter — not a rotating staff of bookkeepers.
Most people want to have a conversation before committing to anything. That’s exactly right. Book a free 20-minute Discovery Call and we’ll talk about your business, your books, and whether working together makes sense.
Monthly Plans — after your Discovery Call
For solopreneurs and early-stage businesses building their financial foundation.
For established businesses ready for real reporting and decision-ready data every month.
Fortune 500 close discipline for complex businesses, multiple entities, or capital projects.
Advanced services quoted separately. Schedule a call to discuss.
Most business owners don’t know exactly what’s wrong with their books until tax time — or until they need financing. By then, fixing it costs more and hurts more.
Already spoken with Peter?
Book Diagnostic Review — $295 →A clear path to financial clarity — whether you’re starting fresh or catching up.
20 minutes. We talk about your business and where you are today. Free — no pressure.
I review your books, identify issues, and deliver a written Report of Findings. $295.
Fix the foundation. Catch-up, restructure, reconcile. Systems built right from the start.
Ongoing bookkeeping and reporting so you always know your numbers.
Start with a free 20-minute Discovery Call. We’ll talk about your business, your books, and the clearest path to clean, tax-ready numbers.
Already spoken with Peter? Book the Diagnostic Review — $295 →