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.

Black and white line drawing of a tall plant with multiple leaves and a flower at the top, alongside smaller flowers growing at the base.

Silver Spoon (Foundational Financial Care)

For independent professionals and small, purpose-driven businesses seeking organized tax season-ready books, peace of mind, and more time to focus on meaningful work.

Silver Spoon Services Include:

  • Monthly Transaction categorization

  • Monthly bank & credit card reconciliations

  • Receipt + document organization

  • Standard business financial reports

  • Quarterly tax reminders with savings guidance

  • Year-end reconciliation

  • Email support

Schedule A Discovery Call
Silhouette of various plants with butterflies on their stems and leaves.

Green Spoon (Growth + People Support)

For growing purpose-driven businesses with employees who want reliable Financials and compliant People Operations.

Green Spoon Services Include Everything in Silver Spoon plus:

  • Quarterly financial review meeting

  • Quarterly tax projection & estimated payment calculation

  • HR onboarding setup (new hire checklist + required documents)

  • Employee handbook

  • Payroll setup & processing oversight

  • HR compliance reminders

  • Priority email support

Schedule A Discovery Call
Stylized black illustration of three leafy plants in water, with a light background.

Gold Spoon (Strategic Partnership)

For established, values-driven businesses seeking trusted Financial and Operational thinking partners.

Gold Spoon Services Include Everything in Green Spoon plus:

  • Monthly financial review and strategy meeting

  • Monthly financial reporting package (customized dashboards + KPIs)

  • Cash flow forecasting & planning

  • Pricing analysis + cost management

  • Margin review + insights

  • Budgeting & scenario planning

  • Tailored Tax Support

  • HR/Operations Support

  • Process Improvement Recommendations

  • Priority email support

*HR/Operations Support not required for this service. Schedule a discovery call for tailored solutions

Schedule A Discovery Call
Line drawing of a report with graphs, a pen, and a pie chart, on a table with a potted plant nearby.

Spoonful Insights (Targeted Projects)

For businesses that need specialized one-time projects and advisory services.

Spoonful Insights Services may Include:

  • QuickBooks cleanup

  • Accounting system optimization/setup

  • Cost & Profitability analysis

  • Service/Product Pricing Strategy

  • Tailored Tax Support

  • New business formation guidance

  • HR audits

  • Hiring + onboarding setup

  • Finance and Operations workflow mapping

  • Contractor vs. employee classification consults

  • People operations setup (policies, compliance, employee files)

  • Process Improvement Evaluation/Implementation

Schedule A Discovery Call

Not sure which level of support fits your business?

Minimalist wooden geometric sculpture balancing on a black cube, with a sphere and a triangular prism on a horizontal plank, set against a beige background.

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.

Take the Financial Clarity Snapshot