Our Signature Monthly Packages

Designed for Women-led businesses— specifically earning more than $1 Million in annual revenue—to give them the financial clarity that empowers and operational ease that frees them to grow.


Monthly Essentials Package

Stay informed, aligned, and empowered starting at $1,155/month— while free from the day-to-day financial admin.

What's Included:

Bookkeeping
Decision-Ready Books
Clean, accurate books that empower confident decisions, supported by monthly reconciliations for dependable clarity.

Accounts Payables
Stress-Free, On-Time Bill Management
Reliable bill payments that protect vendor relationships and streamline your payables process.

Accounts Receivables Management
Faster Cash Flow & Greater Clarity
Prompt, polished invoicing paired with proactive follow-up and monthly aging insights to accelerate incoming payments, reduce overdue balances, and improve cash flow visibility.

1099 Management
Hassle-Free Year-End Compliance
Efficient, accurate handling of workers’ comp audits and 1099s so you stay compliant without lifting a finger.

Check-Ins / Report-Out
Clarity-Boosting Financial Check-Ins
Monthly financial review meetings with our team that keep you aligned, informed, and growth-focused.


Operational Support Package

Propel your growth, starting at $2,255/month. This next-level offering builds on the Monthly Essentials Package to give you more time and freedom, and transform your finances into a strategic roadmap for growth. We handle the details while empowering you to lead your business with ease and intention.

What's Included in Addition to Above:

Payroll Services
Effortless, Worry-Free Payroll Management
Streamlined payroll through trusted providers — including onboarding, system setup, scheduled payroll runs, and issue resolution handled entirely for you.

Cash Management
Stress-Free Cash Balance Management
Proactive balance monitoring that protect your cash position and prevents overdrafts.

Cash Forecasting
Insightful, Forward-Looking Cash Forecasting
Clear cash projections and “what if” modeling that help you confidently plan hiring, expansion, and strategic financial decisions.

Smart Budgeting
Growth-Ready, Budgets Built to Guide
A clear, insight-rich organizational budget paired with monthly budget-vs-actual reporting and variance insights, keeping you aligned, informed, and equipped to make smart financial decisions.


Full-Service Support Package

Premium support starting at $3,555/month. This strategic partnership elevates your entire business.

What's Included in Addition to Above:

CFO Monthly Check-In
A monthly CFO-style review that goes beyond reports—helping you interpret trends, anticipate challenges, and make forward-thinking decisions with confidence.

Unlimited Meetings & Communications
Support when you need it—access to your account manager for questions and clarity, ensuring financial decisions never stall due to lack of insight.

Unlimited Custom Financial Reporting
Reports built for your decisions—tailored financial reports designed around your goals and leadership needs—so you always have the exact data required to lead effectively.

Guaranteed Same-Day Requests (Select Tasks)
Priority handling for approved tasks, ensuring critical financial needs are addressed promptly so momentum is never lost.


We make it make sense.
Ready to learn how a monthly package can help your numbers make sense?

Bill Denney, Human Predictions LLC

“The Numbers in Boxes team has simplified business operations for me.  Their work has allowed me to focus on my work to help my clients without worry about finances and operations.”

Jessica Smyser, Executive Director, Brookline Interactive Group

“I trust Lindsay and her team with my bookkeeping, yes, but Lindsay is more than a bookkeeper. She has really been a thought partner for me on how to update and streamline our financial systems and more clearly communicate our financial health to our board and constituents.”