We get to know you through a Clarity Call.
A 15-minute conversation to uncover your financial needs and determine your next steps.
The Clarity Call is designed to help overwhelmed business owners identify the financial strain you are experiencing and determine whether Touché Financial Solutions is the right partner to support you.
The Balanced Business Solution
Build clarity, structure, and peace of mind in your financial foundation.
Designed for business owners who are ready to establish a strong, organized, and healthy financial base, this foundational experience integrates financial system optimization with strategic coaching support.
The Balanced Business Solution helps you:
- Gain clarity around your numbers
- Build structure in your financial operations
- Reduce overwhelm and restore peace of mind
- Strengthen your confidence as a business owner
- Create practical systems that support sustainable business wellness and growth
This Service Includes:
Financial System Optimization
Create a clean, organized, and reliable foundation for your business finances.
- QuickBooks System Creation or Cleanup
- Year-to-Date Transaction Classification
- Year-to-Date Bank & Credit Card Reconciliation
- Year-to-Date Financial Performance Report
3-Month Business Wellness Coaching
Strengthen your confidence, financial understanding, and strategic decision-making.
Focus Areas:
- Business Foundation & Tax Awareness
- Strategic Goal Development
- Pricing for Profitability
Financial Alignment & Wellness Sessions
Personalized guidance to help you stay grounded, informed, and aligned as you grow your business. These sessions focus on clarity, accountability, and financial wellness.
Includes:
- 30-Minute Onboarding Session
- (1) 1-Hour Financial Wellness Review Session
- (3) 1-Hour Coaching Alignment Sessions
(1) 30-Minute Post Program Follow – Up Session
Growth Support Services
Ongoing financial structure, clarity, and support to help your business grow with confidence.
Growth Support Services provide the consistent financial management, reporting, and strategic support business owners need to grow sustainably. These services help you stay organized, informed, and empowered, giving you room to focus on leading your business rather than being overwhelmed by the numbers. We offer two levels of support to meet your business's current stage of growth.
1. Essential Growth Support
Ideal for businesses seeking consistent financial structure and monthly clarity.
This Service Includes:
- Weekly Financial Monitoring & Bookkeeping
- Monthly Bank & Credit Card Reconciliation
- Monthly Financial Performance Report
- Quarterly (1) Hour Financial Wellness Review
- Quarterly Tax Wellness Planning
- (1) Annual Business Tax Return Filing
- Annual 1099 Filing
- Unlimited Email Support
This level provides the foundation for financial wellness, consistency, and peace of mind.
2. Enhanced Support Solution
Perfect for owners experiencing higher volume, more complexity, or seeking more proactive financial support.
This Service Includes:
- Weekly Financial Monitoring & Bookkeeping
- Monthly Bank & Credit Card Reconciliation
- Accounts Payable Management (Bill Pay)
- Accounts Receivable Processing (Invoicing/Billing)
- Monthly Financial Performance Reports
- Bi-monthly (1) Hour Financial Wellness Meetings
- Bi-monthly Tax Wellness Planning
- (1) Annual Business Return Filing
- Annual 1099 Filing
- Unlimited Email Support
This level gives you deeper support, stronger financial oversight, and the systems needed to manage growth with ease.
The Elevated Partnership Solution
The Elevated Partnership Solution offers high-level financial leadership and strategic support for business owners who are ready to rise above day-to-day operations and lead their business with clarity, confidence, and intention.
This solution brings the insight and structure of a Fractional CFO directly into your business, helping you build healthier financial systems, improve decision-making, reduce overwhelm, and stay aligned with your long-term goals.
This Service Includes:
- Fractional CFO Oversight
Expert financial leadership to help you operate with clarity and intention- Direct Oversight of Financial Operations
- Strategic Analysis
- Budget Development & Management
- Forecasting & Planning
This ensures your business remains supported by strong financial guidance and forward-thinking strategy.
- Process Development & Restructuring
Strengthen the internal health and efficiency of your business operations.
Includes:- Workflow development & improvement
- Process restructuring
- Establishing or enhancing internal controls
- Support for training or guiding your internal accounting team
- OR collaboration with Touché Financial Solutions’ team
Financial System & Software Support
We help align and stabilize your financial infrastructure:
- QuickBooks Training
- Ongoing support to maintain accurate and wellness-focused financial systems
Financial Alignment & Strategic Wellness Meetings
(1) Monthly 1-Hour Session focused on:
- Reviewing financial performance
- Aligning operations with financial goals
- Planning, forecasting, and strategic thinking
- Leadership support
- Identifying opportunities to elevate the business
Unlimited Email Support