Monthly Service Packages
Our service packages provide everything from accurate bookkeeping to proactive advisory and CFO-level guidance, giving busy professionals the financial clarity, strategy, and leadership they need to grow with confidence.
Fortified Financial Plan
Giving you secure, accurate financials that protect your practice, strengthen your decisions, and build lasting confidence in your future.
Financial Peace of Mind
With proactive tax planning, tailored advisory, and timely reporting, Fortified Financial gives you the peace of mind to focus on your work while we handle the numbers.
Monthly bookkeeping & reconciliations
Standard financial statements (P&L, Balance Sheet, Cash Flow)
Quarterly summary dashboard
Email support (2-day response)
Tier 1: Compliance & Clarity
Tier 2: Strategic Advisory Partner
Tier 3: Fractional CFO Partnership
Everything in Compliance & Clarity, plus:
Monthly KPI dashboard (collections %, overhead %, cash on hand)
Monthly 30-min review call with advisor
Budget vs. actual analysis
90-day cash flow outlook
Payroll support (setup and processing oversight)
Bill pay management (vendor payments scheduled and tracked)
Priority support (1-day response)
Best For: Solo professionals who need clean, accurate books
Everything in Strategic Advisory Partner, plus:
Full 12-month rolling forecasts & budgets
Profitability by service/procedure line
Expansion & financing planning
60-min strategy sessions (monthly/bi-weekly)
Unlimited support & proactive check-ins
Coordination with third party services as needed; insurance, banks, lawyers, etc..
Value:
✅ Stay compliant & audit-ready
✅ Save time & reduce stress
✅ Always know where your money is going
💵 Investment: $400 – $800 / month
Deliverables:
Deliverables:
Value:
✅ Understand performance in real time
✅ Catch problems early (before cash gets tight)
✅ Free up time by outsourcing payroll and bill pay
✅ Make confident growth decisions with advisor input
💵 Investment: $900 – $1,800 / month
Best For: Growing businesses that want insight and guidance
Value:
✅ Gain CFO-level leadership without $175K salary
✅ Grow with confidence & protect long-term wealth
✅ Dedicated financial partner at your side
💵 Investment: $2,000 – $3,500+ / month
Deliverables:
Best For: Established businesses seeking proactive financial leadership
Other Services — Tailored to Your Unique Needs
Not every financial need is monthly — we also offer one-time and specialized services to give you the clarity and structure you need when it matters most.
Books Reset (Clean-Up & Catch-Up Work)
Bring order to your books with a one-time cleanup or catch-up service. We’ll reconcile accounts, fix errors, and organize past records so you start fresh with accurate financials.
Entity Blueprint (Business Structuring)
Get clarity on the best business structure for your goals — LLC, S-Corp, or partnership. We’ll walk you through tax implications, liability protection, and setup strategy to align your entity with your practice.
Retirement Roadmap (Retirement Structuring)
Design a retirement plan that maximizes your savings and tax advantages. From Solo 401(k)s to Defined Benefit Plans, we’ll create a strategy tailored to your income, lifestyle, and long-term goals.
Money Coaching (Individual Financial Coaching)
One-on-one guidance to help you build better money habits, understand your finances, and make informed decisions. Perfect for professionals who want more control and confidence in their personal financial life.