Amanda Stickel on a couch with a laptop

Financial Services Packages for Small Business Owners

Solutions Built to Help Your Business Thrive

Intentional solutions that help you manage your business finances with more ease and direction.

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Our Financial Services Packages

Financial Solutions for Every Stage of Your Business

Our financial services range from monthly bookkeeping and tax prep to full service fractional CFO support. Whether you need help staying organized, planning for taxes, or making smarter decisions with your money – we’ve got you.

We believe the magic happens when your bookkeeping, tax strategy, and financial planning work together. This trio is what turns chaos into clarity, so you always know your numbers, stay in compliance, and make profitable, aligned decisions.

From premier bookkeeping to high-level cash flow forecasting, strategic planning, and tax reduction – we help six- and multi- six figure women entrepreneurs run financially strong, successful businesses without doing it alone.

Premier Bookkeeping

$950/Month

Fractional CFO

$1,500/Month

VIP Financial Concierge

$2,500/Month

Our Approach to Financial Success

Phase One

Onboarding & Internal Audit

  • We will meet to collect financial and business documents with a brief review of your business goals.
  • We will provide an internal financial system audit and help make any necessary changes while creating an on-going financial system strategy.

Phase Two

Strategy Session

  • I’ll represent my insights from our initial onboarding call to give you an idea of where you’re currently at and my recommendations.
  • With the Fractional CFO and VIP package, we will meet to go through our strategic questionnaire to then create a strategic financial and tax plan.

Phase Three

On-Going Support

  • You get consistent monthly support, reporting, and expert insights to help you stay in control and keep more of what you earn.
  • Ongoing support will ensure that you get the most out of your savings and can successfully reach your financial business and personal goals.

$950/Month

Premier Bookkeeping Package

This service and support is perfect for content creators and influencers who are breaking into the 6 figures and have big goals and aspirations.

Let’s Talk
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  • An internal financial system audit with corrections as required to set you up for success and reach your financials goals.
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  • Monthly bookkeeping updated and reviewed weekly
  • Monthly reconciliation to ensure accuracy and strategic categorization custom to your business.
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  • Monthly financial reports on income and expenses
  • Profit and loss statements
  • Available cash, cash flow
  • Liabilities and recommended tax savings to set aside
  • Owner activities keeping you in the loop while you grow your business.
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  • Monthly email access and communication with your expert professional
  • Receive answers to your questions within 24-48 hours.

Note: Personal and/or Business Tax Preparation is available as an add-on.

$1,500/Month

Fractional CFO Package

This service and support is perfect for content creators and influencers who are making 6-figures in revenue or more and are overpaying in taxes.

Get Your Support
financial audit icon
  • An internal financial system audit with corrections as required to set you up for success and reach your financials goals.
financial bookkeeping icon
  • Monthly bookkeeping updated and reviewed weekly
  • Monthly reconciliation to ensure accuracy and strategic categorization custom to your business.
financial reports icon
  • Monthly financial reports, Profit & Loss, Balance Sheet, Statement of Cash Flow all with YTD Comparisons and % breakdowns
  • Monthly Tax Planning with Quarterly Tax Projection Updates
  • Quarterly Cash Flow Forecast Reports to help reach goals and provide clarity
  • Annual Business Tax Preparation and Filing
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  • Open Slack Access M-F
  • Quarterly tax strategy review and implementation meeting
  • Payroll Oversight (Gusto or Intuit)

$2,500/Month

VIP Financial Concierge

This service and support is perfect for content creators and influencers who are making multiple 6-figures and a team or aspire to grow a team.

Let’s Work Together
financial audit icon
  • An internal financial system audit with corrections as required to set you up for success and reach your financials goals.
financial bookkeeping icon
  • Monthly bookkeeping updated and reviewed weekly with monthly reconciliation to ensure accuracy and strategic categorization custom to your business.
financial reports icon
  • Monthly financial reports, Profit & Loss, Balance Sheet, Statement of Cash Flow all with YTD Comparisons and % breakdowns
  • Monthly Tax Planning with Tax Projection Updates
  • Monthly Cash Flow Forecast Reports to help reach goals and provide clarity
  • Annual Business & Personal Tax Preparation and Filing
financial answers icon
  • Open Slack Access M-F
  • Monthly tax strategy review and implementation meeting
  • Payroll Oversight (Gusto or Intuit)
  • Custom Compensation Plan
  • Cross-Functional Team Collaboration
  • Receipt Tracker Monitoring
  • Custom Financial Concierge Services as needed

“Book a call with Amanda and book her tax review. The report she sent me was sooo insanely helpful and really allowed me to prepare and plan accordingly with my current business growth!“

Michelle DeNio

Tax Service Packages

Optimize Your Tax Return with a Professional

Take the stress out of tax season and have your individual or business tax returns prepared by an Enrolled IRS Agent. Optimize your return with a tax professional.

Individual

Starting at $350

Dependent returns included.

Schedule C Business

Starting at $800

Business tax preparation.

Business 1120 Series

Starting at $1200

1120 Series Business tax preparation.

Not sure what tax service you need? Let’s talk about it.

Stress-Free Finances Start Here

Reclaim Your Time and Peace of Mind

It’s important to work with an expert who understands your industry and can minimize your taxes. Don’t let financial stress hold you back. With professional guidance, you can focus on your business with total confidence, knowing everything is under control.

Start Simplifying Your Finances