Prices built for your goals
Your goals guide our work, we tailor every plan to give you the clarity, systems, and support to grow with confidence.
We’ve refined our processes, expanded our team resources and expertise, and shifted our focus toward navigating growth. To align with these improvements and to maximize your return on investment we’ve redesigned our service model around clear, outcome-driven packages — so you always know exactly what’s included, what results to expect and what your total investment will be.
What do you want to achieve?
STRATEGY
Plan your growth with confidence using proactive insights, forecasts, and real-time financial guidance. A true strategic partnership – your fully outsourced financial department.
ACCOUNTING
Make informed decisions by understanding the key metrics that drive your business forward. Add enhanced oversight with direct access to an accountant who helps you interpret your numbers.
BASIC BOOKS
Stay on track with solid, reliable bookkeeping done for you. We deliver timely reports every month for you to confidently manage your business and reach your goals.
Below is an example of the standard services in each package level. All packages are customizable to meet the unique needs of your business.
| PACKAGES | STRATEGY | ACCOUNTING | BASIC BOOKS |
|---|---|---|---|
| Main Focus | Focused planning for sustainable growth | Clear insights for confident decisions | Accurate books for a strong foundation |
| Up to date books | Real time | Weekly | Monthly |
| Growth Focused Report Package | Custom | Basic + | Basic |
| Sales Tax | ✓ | ✓ | ✓ |
| Payroll | ✓ | ✓ | ✓ |
| 1099 Filing | ✓ | ✓ | ✓ |
| W9 Gathering | ✓ | ✓ | – |
| Spend Management Controls | ✓ (we lead) | ✓ (you lead) | – |
| Bill Pay Management | ✓ | ✓ | – |
| Project Tracking | ✓ | – | – |
| Budget Tracking | ✓ | – | – |
| Cash Flow Projections | ✓ | – | – |
| Accountability Q&A | Weekly Zoom | Monthly Zoom | Checklist |
| Accuracy Assurance Review | Monthly | Quarterly | Annual |
| Financial Clarity Meeting | Monthly | Quarterly | Annual (by request) |
| Growth KPI Dashboard | Weekly | Monthly | – |
| SUPPORT | |||
| Dedicated Bookkeeper | ✓ | ✓ | ✓ |
| Dedicated Accountant | ✓ | ✓ | – |
| Coordinate with CPA | ✓ | ✓ (limited) | – |
| Coordinate with Lenders / Insurance / Vendors | ✓ | – | – |
Plan Your Next Step
You have full control over the package you move to. We just need a few details to make sure you get everything you expect at the service level you choose. Select an option below.
If you’re unsure which plan is right for you, we’re here to help.
Fast-track to your price by filling out our survey.
