Packages & Services
Every partnership includes: your books closed monthly, a weekly 13-week cash flow forecast, a monthly Financial Snapshot with insights, your Foundations Workbook, a three-statement plan and budget, and documented accounting processes, so your finances don't depend on any one person.
Two ways to work with us. Same deliverables either way.
We keep your books: Spoonful handles your bookkeeping and everything else.
Your bookkeeper keeps them: you already have a capable bookkeeper. They keep working in our chart of accounts, and we review, close, and advise.
Grow Your Business One Spoonful at a Time
Silver · Stabilize
$2,800/mo · we keep your books
$1,800/mo · your bookkeeper keeps them
“Are we on track, and is cash okay?”
Clean foundations, a steady monthly rhythm, your annual plan tracked monthly, a month-end close checklist, and a chart of accounts guide.
Green · Optimize
$4,500/mo · we keep your books
$3,200/mo · your bookkeeper keeps them
"Where’s the profit, and how do we grow it?”
Everything in Silver, plus quarterly reforecasting, profitability insight on pricing, capacity and scope, and documented workflows for bills, invoicing and payroll.
Gold · Thrive
$8,500/mo · we keep your books
$6,400/mo · your bookkeeper keeps them
"What should we do next, and what if?”
Everything in Green, plus a monthly rolling reforecast with scenarios, a monthly strategy session, and a maintained accounting policies and procedures manual.
Spoonful Insights
Clarity, one question at a time.
Clean Start Scoping Review $495
A focused look at messy books, with a fixed quote to fix them.
Clean Start from $5,500
Bookkeeping cleanup that gets your books decision-ready.
Foundations Diagnostic $3,500
Answers three big questions: what your business needs to earn, what your work is worth, and what to charge.
Decision Support $2,500
One big decision, such as a hire, a price change, or financing, modeled with clear scenarios.
Foundation Build from $5,500
Financial setup for younger businesses that are scaling: your chart of accounts, QuickBooks, and tools to manage your numbers with confidence.
Scoping Review and Diagnostic credits apply toward your next engagement.
Looking for tax support?
Visit Spoonful Taxes for expert tax preparation and IRS representation.
Not sure which level of support fits your business?
Choosing the right level of financial support starts with understanding where you are today.
Our Financial Clarity Snapshot™ provides a quick, objective view of your revenue clarity, cash flow control, systems, and decision confidence so you can move forward with confidence.