Our Services
Tailored Financial Solutions for Your Business Growth
Keep your books accurate, organized, and stress-free.
Full-cycle bookkeeping
Bill payments & tracking
Bank & credit card reconciliation
Software setup & support
Monthly financial reports
Financial control, without the overhead.
Budgeting & forecasting
Internal controls
Policy implementation
Cash flow management
Strategic leadership for growth and scaling.
Business planning & analysis
Strategic advisory
KPI dashboards & reporting
Investor presentations & funding support
Solutions for complex financial challenges.
M&A support
Audit readiness
Operational efficiency consulting
System implementation & workflow optimization
Why Choose Jaybird?
We’re your behind-the-scenes partner in all things numbers—so you can focus on what you do best.
Deep Industry Experience
Years helping businesses across multiple sectors in multiple capacities.
Hands-On, Personalized Service
We become a seamless part of your team—not just outside consultants.
Scalable Financial Solutions
From small businesses to large organizations, we grow with you.
Data-Driven Decision Making
We simplify the numbers so you can focus on strategy.


Our Pricing
Choose the option that best fits your needs
Starter Plan
Starting at:
What’s included?
- Monthly Bookkeeping
- Basic Financial Reports
- Expense Tracking
- Email Support
- QuickBooks Setup
Growth Plan
Starting at:
What’s included?
- Advanced Bookkeeping & Reconciliations
- Cash Flow Management
- Monthly Controller Oversight
- Customized Financial Dashboards
- Phone + Email Support
Executive Plan
Starting at:
What’s included?
- CFO-Level Strategic Planning
- Forecasting & Budgeting
- M&A / Investor Prep Support
- KPI Reporting & Deep Analytics
- Dedicated Account Manager
FAQ Question
Your questions, answered

01.
I combine CPA-level expertise with hands-on support and a personalized approach. You won’t get a cookie-cutter package or be passed between departments — I take the time to understand your business and become a true financial partner.
02.
It depends on your current financial setup and goals. Bookkeeping is great for staying organized, controller services help with oversight and reporting, CFO services support growth and planning, and specialty services handle unique needs like financial modeling or audits. I’m happy to help assess what’s best during a free consultation.
03.
Both! I offer ongoing monthly support as well as one-time or short-term projects like cleanups, system setups, or financial models. We’ll build a plan around your needs.
04.
Pricing depends on the complexity and scope of the work. I aim to be transparent and affordable, with customized proposals for each client. Book a discovery call, and I’ll provide a clear quote based on your needs.