Packages & Services
Grow Your Business One Spoonful at a Time
Supportive, strategic financial services designed to grow with your purpose. We help mission-driven businesses simplify their systems, gain clarity around their numbers, and build financially grounded foundations.
Silver Spoon (Foundational Financial Care)
Clean bookkeeping. Calm clarity. Tax-ready confidence.
Strong financial foundation, trustworthy, and stress-free books. Receive tax-ready books and peace of mind.
Silver Spoon Services Include:
Accurate transaction categorization and reconciliation
Bank & credit card sync + clean ledgers
Clean, intentional chart of accounts (maintained for clarity)
Monthly one-page Financial Snapshot (plain-language trend overview)
Quarterly bookkeeping health check
Year-round tax-ready books (no scramble at year-end)
Clear documentation, accessible files, and intuitive organization
Green Spoon (Growth Support)
Patterns, context, and clarity beyond the numbers.
Foundation plus a calm rhythm for understanding what your numbers mean and what to watch next. Obtain peace of mind and more time to focus on meaningful work.
Green Spoon Services Include Everything in Silver Spoon plus:
Monthly Financial Snapshot for trend awareness
Quarterly Insight Sessions (we review what matters, together)
Guidance on emerging trends, cash patterns, and preparedness signals
Quarterly discussion of planning priorities, cash runway, and risk flags
Gold Spoon (Strategic Partnership)
Monthly alignment, proactive decisions, and financial clarity as action.
Financial partnership focused on forward-looking decisions tied to your goals. A true financial collaboration where the numbers meet your strategy, and your strategy meets results.
Gold Spoon Services Include Everything in Green Spoon plus:
Monthly Financial Snapshot used as a decision agenda
Monthly Strategic Review Conversations, including:
Cash flow decisions + runway planning
Forecast adjustments and planning ahead
Pricing, margin, capacity, and hiring considerations
Investment timing + tax-aware decision support
Priority support, clear next steps, and decision-centric collaboration
Spoonful Insights (Focused Projects)
Aligned project-based clarity.
For businesses that need specialized one-time projects and advisory services.
Spoonful Insights Services may Include:
QuickBooks/Xero cleanup or historical catch-up
Accounting system setup/optimization
Cost & profitability analysis
Pricing strategy + pricing floor support
Cash flow forecasting model creation
Workflow mapping + finance operations systems roadmap
Optional Operational Support (Add-ons)
Accounts Payable, Invoicing, Payroll, Operations
Some businesses need help setting up and overseeing their operational systems (bill pay, invoicing, payroll). We set these up and keep an eye on them while you or your tools handle the day-to-day execution, which keeps payment authority and filing liability with you.
Optional add-ons may include:
Accounts Payable systems - setup & oversight (we configure your bill-pay workflow and review it; you or the tool execute payments)
Accounts Receivable systems - setup & oversight (we configure your invoicing/AR cadence and review it; you or the tool execute)
Payroll admin/oversight and systems setup
Operations and workflow documentation (project-based)
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.