McGhee partners with interior designers to reinvent overwhelming & inconsistent money systems into streamlined processes that prioritize ease, efficiency, and expansion so you can get back to the reason you started your business – creating beautiful spaces your clients love.
Bookkeeping services & financial management designed for growth.
That creative, inspirational spark that pushed you to start your interior design business in the first place? It can’t be the sole force in claiming long-term success. You know that scaling sustainably starts with understanding all facets of your business and preparing them to work toward your big goals – from marketing, project management, outsourcing, and more. And ultimately, what’s the backbone of all decision making in business? Money.
Luckily at McGhee, we know a thing or two about that.
But first, we’re here to remind you that gut feelings don’t grow businesses.
We go beyond good bookkeeping.
We help you welcome in wealth with confidence & ease.
Our meticulous yet easy to maintain processes and customized solutions zoom out to consider your business as a whole, allowing you to make informed money decisions & plan for booming growth.
hover to view
COMPREHENSIVE BUSINESS CONSULTING
After years of close partnerships with designers, our knowledge of your industry runs deep. Our services are tailor-made to align with processes, platforms, and softwares you use every day.
hover to view
SPECIALIZED INDUSTRY EXPERIENCE
Above all, you deserve to feel in control of your financial operations. We take the time to educate & formulate repeatable processes, so that you can be intentional & consistent even after our project has wrapped.
hover to view
ADVOCATES FOR AGENCY & UNDERSTANDING
$2,500
CFO Day: A Deep Dive Into Your Business Finances
For interior designers who want expert financial guidance—fast.
In just one intensive day, we’ll clean up, optimize, and align your financial systems with your business’s strategic plan—so everything runs smoother, smarter, and more profitably.
One Time Investment starting at $4,125
Bookkeeping Foundations: Build a Financial System That Works for You
For interior designers who need a financial reset—clean books, smarter workflows, and a system that actually makes sense.
Managing your books doesn’t have to be messy, confusing, or intimidating. And it definitely shouldn’t be pushed to the bottom of your to-do list. (Feeling called out? Don’t worry—we’ve got you.)
With Bookkeeping Foundations, we clean up, optimize, and streamline your financial systems so you can stop stressing and start making smarter business decisions.
Investment $850.00-$2,500 a month*
MONTHLY RECURRING BOOKKEEPING
*Inquire for a custom proposal based on your needed level of support
Looking to bring a true financial partner onto your team? McGhee’s monthly bookkeeping goes beyond organizing & tracking your finances, we bring a comprehensive approach to managing your money systems by taking time to understand your business as whole and using our expertise to help you hit milestones.
Financial Consulting & Bookeeping Services
How can MCGHEE help your business reach next-level success?
Click on the services below to view a detailed breakdown including pricing and deliverables.
We go beyond
good bookkeeping.
We help you welcome in wealth
with confidence & ease.
You’re investing in us, so we’re invested in you.
You can always expect:
How can McGhee help your business reach next-level success?
Financial Consulting & Bookeeping Services
$2,500
01. CFO Day
A clear understanding of how your financial operations impact your business, a tailored financial model, a detailed company budget, and actionable strategies to achieve your profit goals. You'll walk away with the clarity and tools needed to optimize spending, forecast income, and measure progress toward your financial plan.
Timeline:
15 days - From onboarding to delivery of your Final Reports Package with all key insights and recommendations.
Requirements:
Clients must use QuickBooks Online for bookkeeping
Here’s what we’ll accomplish:
✓ Project Projections & Income Planning: Forecast future revenue so you can avoid cash flow surprises and plan for growth.
✓ Financial Goals & KPIs: Set clear, measurable financial targets and key performance indicators (KPIs) to track progress.
Walk away with clarity, confidence, and a plan that actually makes sense.
Ready to take control of your financial future?
CFO day
- A comprehensive assessment of your financial processes to identify strengths, inefficiencies, and missed opportunities.
- A customized financial model built to align with your business’s needs, goals, and strategic vision.
- A detailed company budget designed with clear revenue and profit targets.
- Pre-Work: After securing your CFO Day, you'll complete a quick questionnaire and provide key financial documents. This ensures our session is laser-focused on your specific goals.
- Scheduling: Once we have everything, you’ll receive an invitation to book your CFO Day.
- The Deep Dive: We meet, analyze, strategize, and build a clear, actionable financial roadmap for your business’s next phase of growth.
One Time Investment starting at $4,125*
02. BOOKKEEPING FOUNDATIONS
For interior designers who need a financial reset—clean books, smarter workflows, and a system that actually makes sense.
Managing your books doesn’t have to be messy, confusing, or intimidating. And it definitely shouldn’t be pushed to the bottom of your to-do list. (Feeling called out? Don’t worry—we’ve got you.)
With Bookkeeping Foundations, we clean up, optimize, and streamline your financial systems so you can stop stressing and start making smarter business decisions
Timeline:
3-6 months, depending on length of financial
period reconciliations
Meetings are scheduled as needed throughout the process to ensure clarity and smooth execution.
Ready to get your financials in order? Let’s build a system that actually works.
Here’s what we’ll accomplish:
We analyze, update, and optimize your financial processes, identifying inefficiencies and creating tailored recommendations for improvement.
✔ QuickBooks Online Setup & Review
➝ Chart of Accounts Audit & Customization
➝ Product & Service Item Mapping
➝ Review of Income & Expense Categorization
✔ Current Bookkeeping Process Audit
➝ Ivy /Houzz Pro Integration Review (ensuring data flows correctly between platforms)
➝ Identifying delays & cash flow issues
➝ Ensuring project expenses are logged correctly
✔ Financial Workflow Analysis & Recommendations
➝ Identify bottlenecks & inefficiencies in bookkeeping & accounting processes
Phase Two: Implementation & Reconciliation
We put the plan into action—cleaning up your books, setting up streamlined processes, and ensuring everything is accurate, organized, and built for long-term success.
✔ Implementation of New Financial Workflows
✔ Full Bookkeeping Cleanup & Reconciliation
✔ Financial Statement Review & Reporting
✔ Project Profitability Reports
We take a deep dive into your financials, overhaul your accounting & project management software, and implement custom workflows that save you time, eliminate errors, and keep your books in order.
Leave the financial fear behind. Whether we’re working alongside your current bookkeeper or handling the bookkeeping ourselves, you’ll walk away with accuracy, consistency, and a solid process that supports your business long after our work is done.
BOOKKEEPING FOUNDATIONS
Investment $850.00-$2,500 a month*
03. MONTHLY RECURRING BOOKKEEPING
Looking to bring a true financial partner onto your team? McGhee’s monthly bookkeeping goes beyond organizing & tracking your finances, we bring a comprehensive approach to managing your money systems by taking time to understand your business as whole and using our expertise to help you hit milestones.
Here’s what we’ve got covered:
- Weekly Reconciliation of transactions between Ivy/ Houzz Pro, QuickBooks Online, and your Bank Accounts
- AR & AP Reporting
- Monthly Bank + Credit Card Account Statement Reconciliation
- Monthly Balance Sheet and Profit Loss Statements
- Visual Reporting via Metrique Solutions
- Sales Tax Filing Support
- 1099 Annual Filing Support
- Bookkeeping Systems & Processes Recommendations
- Implementation of future systems and processes billed at a reduced hourly rate
- 60 minutes of meeting time per month
Walk away with:
Our team will handle the entirety of setting up and managing your money systems. The result? You get more time to pour in your craft and spend less energy worrying about keeping up with backend business responsibilities. Not to mention an invested teammate as you step into bigger, busier phases of business!
MONTHLY RECURRING BOOKKEEPING
Implementation that makes sense to you.
Clear information & insightful analytics eliminate guesswork and push your business forward.
We are your true-partner in business, always taking time to educate & inform.
Confidence through clarity
Empowered decision making
From our one-time consultations to comprehensive monthly management, your long-term success is our top priority. You’ll always walk away with:
Your new systems are never templated or generic, but rather custom-built for your unique workflows.
Consistency feels effortless with time-saving & accurate money systems in place.
Repeatable systems
