Explore Our Services

  • The Fundamentals

    $175.00 monthly

    Ideal for: Solopreneurs, contractors, micro‑businesses

    ◼ Up to 75 transactions/month

    ◼ Bank reconciliation

    ◼ Monthly financial statements

    ◼ Email + phone support

  • Standard Package

    $325.00 monthly

    Ideal for: Small businesses with regular activity

    ◼ Up to 200 transactions/month

    ◼ Accounts payable & receivable tracking

    ◼ Monthly financial statements

    ◼ Quarterly review call

    ◼ Email + phone support

  • Nonprofit Essentials

    $375.00 monthly

    Ideal for: Small to mid‑sized nonprofits

    ◼ Fund & program tracking

    ◼ Donor categorization

    ◼ Grant expense tracking

    ◼ Board‑ready monthly financials

    ◼ Email + phone support

  • Development

    $550.00

    Ideal for: Growing businesses with multiple revenue streams

    ◼ Up to 400 transactions/month

    ◼ AP/AR management

    ◼ Payroll coordination

    ◼ Monthly strategy call

    ◼ Priority support via email & phone

Get to know us

Charlie Vincent believes that numbers tell stories, and that every business owner deserves to understand theirs with clarity and confidence. No matter how small or large the business, Charlie produces clear, transparent reports that empower business owners to make informed decisions.

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