Elevated Bookkeeping
MONTHLY BOOKKEEPING AND YEAR-ROUND TAX SUPPORT TO HELP GUIDE YOUR DECISION MAKING
For the service provider who wants peace of mind that their books are accurate, this is about building a solid foundation.
Elevated Bookkeeping keeps your records clean and tax-ready all year, giving you confidence that your numbers are right and your taxes will be stress-free.
Investment starts at $1,500 per month
Fractional CFO is for you if...
You want help making strategic decisions about the growth of your company.
You are ready to develop accounting and tax best practices, workflows and processes.
You are looking for someone to help you read and interpret financial statements.
You want to delegate bookkeeping and tax planning, estimates, and return filings to an expert.
THE PACKAGE
What's included with Elevated Bookkeeping?
We’ll standardize your chart of accounts and ensure all transactions are properly categorized. Each month, you'll get clear financial reports to guide strategic decisions and plan for taxes—minimizing surprises at filing. If you're ready to transition your bookkeeping and tax filing responsibilities to a professional, this package is perfect for you!
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Investment starts at $1,500/month
Need additional support, like invoicing, bill payments, or contractor support?
Dedicated Account Manager
Financial Reports
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Weekly Bookkeeping
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Monthly Review + Reconciliations
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Monthly Financial Reports
Taxes
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Annual Tax Filings
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Quarterly Tax Estimates
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Semi-Annual Tax Planning Calls
A Message From Keila
ABOUT FRACTIONAL CFO
Curious about our Fractional CFO service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and why it's a game-changer for your business.
How to Get Started
Application
Review our service offerings and apply for the service that best suits your needs. Our team will review your application and reach out with a link to schedule your Discovery Call.
Initial Diagnostic
We start each new client relationship with an Initial Diagnostic to understand your unique needs and identify any areas requiring attention before moving into our ongoing services. This process takes about one month to complete.
Onboarding + Ongoing Service
After your Diagnostic, we'll complete your onboarding by taking care of any catch up or cleanup that might be needed. Once we’re confident everything is in order, we’ll transition you seamlessly into ongoing services tailored to your needs.
"The best part of working with Little Fish is the complete comfort I have with relinquishing the well-being of my business. The entire team is so knowledgeable and explains things in such an easy way. I understand what I need to do at all times and the impact on my business more broadly. They see the business I am building and encourage me to lean into the financial decisions necessary to make that business a reality!"
Rachel Bosch
FRINGE PROFESSIONAL DEVELOPMENT
How We Work
At Little Fish, we're dedicated to empowering professional service providers like you. We promise:
Tailored financial solutions for your unique needs
Expert guidance to navigate taxes and financial decisions
Proactive support to fuel your business growth
Clear, timely communication you can rely on
We're more than your accountants—we're your financial partners, committed to your success every step of the way.
Meet Keila
YOUR DEDICATED FRACTIONAL CFO PARTNER
Your account manager is a true partner to your business, ensuring you have the financial clarity and support to thrive. Keila will handle budgets, analyze performance, manage taxes, and provide guidance on all financial matters. Think of her as your personal financial strategist, helping you make informed decisions and achieve your professional goals.
Favorite Movie?
Love Jones
Dream Vacay?
Somewhere with a beach and a cold beer!
Super Power?
I would swim like a fish!
