Established Service Businesses
For service businesses that have outgrown a bookkeeper working alone on a spreadsheet.
This is likely a fit if…
- Established service businesses that have outgrown basic bookkeeping
- Owners wanting an outsourced finance function without hiring a CFO
- Teams needing a coordinated view of bookkeeping, payroll and reporting
Exactly what you get. Not a vague scope.
Coordinated finance operations
Bookkeeping, payroll, accounts management and reporting under one scope.
Predictable monthly rhythm
Delivery dates, responsibilities and reporting all defined during setup.
Strategic oversight
Jamee stays involved on the file so the direction remains sound.
What good looks like
- 01
One team handling the finance function end-to-end
- 02
Clarity on performance and where to focus next
- 03
Room for the owner to work on the business again
From where you are now to a monthly rhythm that just works.
- 01
Strategic Finance Review
- 02
Review and scope
- 03
Transition and setup
- 04
Ongoing monthly rhythm
Ready to find out what level of support actually fits?
One conversation with Jamee, CPA. No pressure, no jargon.