Northwind Bookkeeping
A modern bookkeeping and fractional-CFO firm serving small businesses with monthly close, cash-flow reporting, and advisory on a fixed monthly retainer.
8 professional services plans
Professional Services business plan examples
Bookkeeping, CPA, virtual assistant, fractional HR, notary, insurance — the low-overhead knowledge-work verticals. These plans focus on packaging services into recurring engagements, filling a niche, and running a quiet high-margin practice.
Ledger & Co. Bookkeeping
A virtual bookkeeping and fractional-controller firm serving small businesses with monthly close, reporting, and advisory on fixed-fee plans.
Meridian Tax + Books
Boutique CPA firm providing tax planning, tax preparation, and monthly bookkeeping services to Indianapolis-area small businesses with 1-50 employees.
Catalyst Wealth Partners
Fee-only financial advisory firm serving mid-career tech professionals in Seattle with personalized investment, tax, and financial planning strategies tailored to equity compensation.
Prism Virtual Staffing
We recruit and place pre-vetted US-based virtual assistants with small businesses, handling all hiring, training, and ongoing management for a fixed monthly fee.
Operator HR
Fractional HR consulting for Boston-area companies with 10-50 employees, providing strategic people operations, compliance, and talent management on a part-time retainer basis.
Piedmont Insurance Partners
Independent insurance agency offering personalized home, auto, and life insurance policies to Charlotte-area families and small business owners through direct consultation and digital tools.
SignRight Mobile Notary
Mobile notary public and loan signing agent service providing on-demand document authentication and mortgage closing services throughout Las Vegas and surrounding areas.