Monthly Bookkeeping

The Wealth Builder

Advanced Financial Strategy and Bookkeeping​​
Your business is growing fast—and it needs a financial system that can keep up. That’s where The Wealth Builder comes in. For $997/month, this package is designed for business owners and nonprofit leaders who are scaling and need expert-level financial guidance and insights.

What’s Included?
Custom Financial Dashboards
Track revenue, expenses, and profit margins in real-time with a dashboard tailored to your business’s financial needs.
Profit & Loss Analysis
Identify your most profitable products or services, reduce expenses, and create strategies to maximize profitability.
Direct Access to Your Bookkeeper
Get priority support and expert guidance tailored to your business model—no waiting, no automated responses.
Quarterly Financial Strategy Calls
Deep-dive into your business’s performance, adjust strategy, and create a plan to increase profitability and cash flow.

Who This Is For
  • Fast-scaling businesses and nonprofits generating consistent revenue
  • Entrepreneurs looking for expert financial strategy alongside bookkeeping
  • Business owners seeking to increase profitability and improve cash flow
  • CEOs and nonprofit leaders managing complex financial structures

How It Works
  1. Sign Up – Choose The Wealth Builder package and complete your payment.
  2. Onboard – Submit your financials using our secure portal.
  3. Setup – We’ll set up your books and customize your financial dashboard.
  4. Ongoing Support – Monthly and quarterly reports, strategy calls, and direct support from your bookkeeper.

Why The Wealth Builder Works
  • Real-Time Financial Insights – Custom dashboards and detailed reports to guide business decisions.
  • Expert-Level Financial Strategy – Your bookkeeper becomes your financial partner.
  • Tax-Ready Financials – Clean, organized, and always ready for tax season.
  • Profit Growth Strategies – We’ll identify opportunities to increase profitability and cash flow.
​Get Started Today – $997/month
Your business deserves more than basic bookkeeping—it deserves a financial system designed to scale with you. With The Wealth Builder, you’ll have the financial clarity, strategy, and expert support to take your business to the next level.

​Sign up today and start building real wealth.