Intentional
FinanciaL Strategy
for your Business or Nonprofit
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Online Bookkeeping & Visual Reporting
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Fractional Controller
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Fractional cfo
WE HELP YOU
SIMPLIFY
Reduce your administrative time by creating modern financial systems.
CLARIFY
Understand what your numbers mean.
MEASURE
“What get’s measured gets done.” Align your goals with measurable results.
“The financial health of my business has never been better! I have an experienced financial consultant on my team! Our in-depth financial conversations have helped increase profit margins. If you want to grow your business the right way, I would strongly recommend partnering with Trellis Club.”
—Brittany, Antique Candle Co.
OUR CORE SERVICES
Simplify
from $400 per mo
VIRTUAL ACCOUNTING/BOOKKEEPING
Monthly Bookkeeping
Financial System Optimization
Monthly Reports
Unlimited Support
Clarify
from $800 per mo
FRACTIONAL CONTROLLER
Everything in Simplify +
Visual Reporting
Custom Metrics
Monthly Financial Review Call
Measure
from $2,000 per mo
FRACTIONAL CFO
Everything in Clarify +
Weekly Bookkeeping
Monthly Cash Flow Forecasting
Project/ People / Product Profitability Analysis
Planning and Forecasting
Book a free 30 minute discovery call and see if it’s right for you.
There’s no commitment, pressure, or obligation.