Standard
GET ORGANIZED
From$400/month
Essential bookkeeping and regular reporting to keep your business organized.
- ✓Transaction classification and general ledger
- ✓Monthly account reconciliations
- ✓Basic financial summary
- ✓Email support
Practical financial coaching for individuals, alongside bookkeeping, reporting and advisory services for Bahamian businesses.
Financial Support for Individuals & Businesses.
From getting your records in order to planning for growth, explore a practical level of support for your business.
For individuals
One-on-One Financial Coaching
Get a clearer picture of your finances and build an achievable plan around your goals. Coaching is practical, collaborative and tailored to where you are starting.
Enquire About Coaching →Package options and fees are discussed during your consultation. Coaching focuses on budgeting, savings, debt management guidance and general financial education—not personalized securities recommendations.
Budgeting & Cash Flow
Understand your spending and build a manageable monthly plan.
Savings & Financial Goals
Plan for emergencies, major purchases and important milestones.
Debt & Money Habits
Discuss repayment priorities and practical steps to improve consistency.
Coaching & Accountability
Turn financial intentions into realistic, trackable actions.
Monthly packages
Bookkeeping & Advisory for Growing Businesses
Standard and Essentials have indicative starting prices; Executive support is quoted individually based on your business needs.
MOST POPULAR
Essentials
STAY INFORMED
From$600/month
Expanded reporting and VAT filing support for growing businesses.
- ✓Everything in Standard
- ✓Profit & loss and balance sheet
- ✓Receivables and payables reporting
- ✓Quarterly VAT filing support, as applicable
- ✓Monthly performance discussion
Executive
PLAN FOR GROWTH
Custompricing
Dedicated financial consulting, management reporting and cash-flow planning tailored to your business.
- ✓Everything in Essentials
- ✓Invoicing and AP/AR management
- ✓Cash-flow forecasting
- ✓Dedicated one-to-one financial consulting
- ✓Priority support
Business owner provides complete source records and approvals. VAT preparation and filing, where agreed, are based on management-provided information and management review.
Project-based work
Need help with a specific financial challenge?
Bookkeeping Cleanup & Setup
Organize historical records, establish accounting categories, and set up a workable monthly close process.
Request a scope review →Financial Reporting & Projections
Prepare business performance summaries, cash-flow forecasts and financial models for decision-making and planning.
Discuss a project →VAT Reporting Support
Review transaction classification, prepare VAT working schedules and support filings within an agreed scope.
Enquire about support →Business Financial Health Check
Start with a structured review of your financial records, reports and processes to identify areas for improvement.
Ask about the check →Our approach
Simple steps. Clear expectations.
01
Understand
We learn about your business, existing records, reporting needs and deadlines.
02
Agree Scope
We discuss deliverables, timeline, fees, responsibilities and document access.
03
Deliver & Review
We complete the agreed work, explain the results and identify next steps.