CPA | Accounting & CFO Strategy
Megan Le
SERVICES
Strategic accounting and advisory designed for growing businesses
Services are designed to provide clarity, structure, and ongoing financial insight — from foundational bookkeeping to more involved CFO-style advisory support.
SERVICES
Flexible support designed to meet you where you are
Starter
Clean books, reconciliations, and consistent monthly reporting to build a strong financial foundation.
- Monthly bookkeeping
- Account reconciliations
- Financial statements (P&L, Balance Sheet)
- Basic reporting and review
Best for early-stage or simple operations
Growth
Added visibility into cash flow and more ongoing support to help guide day-to-day decisions.
- Everything in Starter
- Cash flow tracking
- Monthly review calls
- Advisory support for decisions
Best for businesses actively scaling
Partner
Ongoing CFO-style support for businesses that need deeper financial insight and a more strategic partner.
- Everything in Growth
- Strategic planning support
- KPI tracking and analysis
- Ongoing advisory relationship
Best for established businesses needing strategy
Optional payroll support is available as an add-on for qualifying service tiers.
NONPROFIT SUPPORT
Specialized support for nonprofit organizations
Dedicated financial support designed for nonprofits that need stronger visibility, clearer reporting, and reliable financial structure.
Nonprofit Advisory
Support designed for nonprofit organizations, including financial clarity for leadership, stronger oversight, and reporting that supports accountability.
Includes:
Fund accounting
Budget vs. actual reporting
Grant tracking
Board-ready financial reporting
Ongoing bookkeeping + advisory support
Monthly scope and pricing can be tailored based on organization size and reporting needs.
Books Cleanup
Clean up and organize months or years of financial data to create a more reliable financial foundation.
Ideal for businesses with messy or behind books
Flexible entry points for one-time financial projects
For businesses that need help with a specific financial project, one-time engagements are available before moving into ongoing monthly support.
Many clients begin with a project and later transition into ongoing monthly support.
Financial Health Review
A focused review of your financials with practical observations, areas of concern, and recommended next steps.
A strong first step for owners who need clarity
PROJECT-BASED SUPPORT
Budget & Forecast Build
Build a structured budget and cash flow forecast to support planning, visibility, and better decision-making.
Useful for businesses planning growth or tighter control
A simple, structured process
1
Initial conversation
Understand your business, current setup, and goals.
2
Setup and alignment
Organize financials, establish reporting, and define priorities.
3
Ongoing support
Provide consistent reporting, insight, and advisory guidance.