Pricing
Know The Truth
Just
$997
Don’t Know If Your Books Are Actually Right? One-time assessment that tells you the truth about your financials.
- Deliverable includes:
- Health Score
- Possible Money Leaks
SEE MORE
- Profitability Risks
- Bookkeeping Reliability
- Debt Pressure
- Operation Strain
- Recommended Next Steps
Freedom
Starts at $3295/mo
Stop The Bleeding: For owners done guessing. You get a team of experts who fix the money leaks so you stop stressing.
- Tax Strategy - Quarterly Tax Planning
- Monthly Financial Clarity - Know what's profitable, what's leaking, and why.
SEE MORE
- Financials That Run Themselves - We build and manage your systems.
- Trust Your Numbers – Monthly internal reviews + annual outside review so you don’t just take our word for it.
- Stop Flying Blind – Books that actually help you run your business...not just to keep you legal.
- A Real Growth Plan - A strategy built around your version of winning.
- Make Big Calls With Confidence - Hire, expand, borrow - we tell you what the numbers say.
- A 3-Person Team on Your Business – Nothing falls through the cracks when life happens.
A La Carte
Pricing
Varies
Your Business, Your Rules: Every business is different. You need one specific thing done right – not a full suite you’ll never use.
- AR / AP Collections
- Cash Needs Tracking (Rolling Cashflow Forecast)
SEE MORE
- Advanced Forecasting / Budgeting (FP&A)
- Sales & Use Tax
- Payroll Maintenance (Quarterly Report, W-2s, Year End Reports)
- Insurance and Benefits Analysis
- 401k & Pension Maintenance & Review (Annual Census)
- Vendor Review
- Tax Resolution
- Cost Segregation (if needed for taxes)
- 1099 / W-9s Maintenance
- Pricing & Profitability Analysis
- Bank Loan Preparation and Presentation
- Due Diligence Support - Investors, M&A, Selling Business
