OUR SERVICES

Starting at $850/month

(Comparable services typically cost from $1,150 to $4,100/month) (Sources: from Talo, Kaizen CPAs, and Tentho)

For small businesses seeking reliable bookkeeping with complementary tools for enhanced financial clarity.

This package ensures accurate recordkeeping and basic reporting while integrating features to simplify financial management and address potential challenges early. It's ideal for businesses looking for peace of mind and actionable guidance.

Includes:

1. Transaction Categorization for P&L and Schedule C

2. Reconciliation of Two Bank Accounts

3. Basic Financial Reporting with clear summaries

Complementary Features:
(Value: $1,300/month — but you pay $0)

Track Income and Expense Trends: Highlights month-over-month changes to reveal financial patterns.

Identify Spending Patterns: Pinpoints high-cost categories or recurring expenses to control spending.

Proactive Notifications: Alerts for low balances or overdue liabilities to help you stay ahead of risks.

Effortless financial clarity with tools that help you make informed decisions and ensure financial stability.

Starting at $1,800/month

(Comparable services typically cost from $2,500 to $6,800/month)
(Sources: GrowthForce, The Cost Guys, SecureCFO, Bench, and Kaizen CPAs)

For businesses ready to move beyond the basics, this package offers comprehensive financial management with additional tools to streamline operations and enhance decision-making. Built for businesses aiming for growth and operational efficiency.

Includes Everything included in Essentials with Insights, plus:

Detailed Transaction Categorization: Comprehensive categorization for P&L and Schedule C to ensure precision and accuracy.

Monthly Reconciliation of All Accounts: Keep all financial accounts up-to-date and balanced with monthly reconciliations.

Complete Financial Management:

Profit & Loss (P&L) tracking

Balance Sheet monitoring

Accounts Payable (A/P) tracking

Accounts Receivable (A/R) tracking

Complementary Features:
(Value: $2,000 — but you pay $0)

Spend Analysis by Category: Breaks down expenses to highlight high-spending areas, enabling better cost control.

Cash Flow Monitoring: Tracks real-time inflows and outflows to help businesses maintain a healthy cash balance.

Deviation Alerts for A/P and A/R: Flags overdue invoices, high receivables, or upcoming payment obligations to improve cash flow management.

Provides a complete financial management solution with enhanced insights for businesses looking to grow confidently.

Starting at $3,000/month

(Comparable services typically cost from $3,500 to $8,500 /month)
(Sources: GrowthForce, The Cost Guys, SecureCFO, Bench, Oak Business Consultant, and P3 Adaptive)

For businesses requiring advanced financial management and end-to-end oversight. This package provides complete control of your finances, ensuring no detail is overlooked while incorporating tools for enhanced insights and proactive management. Built for businesses seeking precision and operational excellence.

Includes Everything in Essential with Insights and Advanced Management, plus:

Transaction Categorization: Accurate categorization for P&L and Schedule C to ensure precise financial records.

Reconciliation of All Accounts: Comprehensive monthly reconciliation to maintain accuracy and financial clarity.

Detailed Financial Management:

Profit & Loss (P&L) tracking

Balance Sheet monitoring

Accounts Payable (A/P) tracking

Accounts Receivable (A/R) tracking

A/P & A/R Management: Full management of bills, invoices, and payments to streamline your financial operations.

Complementary Features:
(Value: $3,500 — but you pay $0)

Spend Trends Analysis: Tracks recurring or increasing costs over time to help identify areas for cost optimization.

Cash Flow Forecasting: Provides a simple 1-3 month projection based on historical data to support better financial planning.

Deviation Alerts for A/P and A/R: Flags overdue payments and invoices to ensure a steady cash flow.

Custom KPI Reporting: Monitors tailored performance metrics such as receivables turnover or expense ratios for actionable insights.

A premium financial management solution designed to provide precision, clarity, and actionable insights for businesses seeking operational excellence and growth.

Starting at $1,500 – One-Time
Starting at $4,000 – Quarterly (3 Sessions)

Tailored for small businesses, this strategic planning service delivers premium value at a fraction of the cost, with comparable services valued at $16,000–$52,500 nationally.

Description:
Clear, actionable strategies tailored to your business goals. Designed to align priorities, optimize performance, and set a path for sustainable success.

What You’ll Get:

Goal-Focused Planning: Define priorities and develop strategies that directly support your objectives.

Operational Clarity: Ensure your efforts are focused on what drives results.

Cash Flow Insights: Develop actionable projections for better day-to-day planning.

Performance Reviews: Analyze trends and metrics to uncover growth opportunities and areas to optimize.

Best For:
Businesses looking for a structured plan to drive growth, improve operations, and achieve measurable outcomes.

Starting at $2,000 – One-Time Engagement
Starting at $5,000 – Quarterly (3 Sessions)

At National average, these services cost $10,000–$50,000 per engagement. We deliver the same value, tailored for small businesses, starting at only $2,000.

Description:
Simplify and strengthen your operations to create smoother workflows, reduce inefficiencies, and scale your business confidently.

What You’ll Get:

Process Assessments: Identify operational bottlenecks and recommend improvements.

Cost Optimization: Highlight spending patterns to reduce waste and improve margins.

Workflow Automation: Implement steps to simplify and streamline repetitive tasks.

Operational Resilience: Strengthen critical processes to minimize risks and maintain consistency.

Best For:
Businesses aiming to improve operational flow, reduce costs, and create systems that scale with ease.

Starting at $3,000 – One-Time Engagement
Starting at $6,000 – Quarterly (3 Sessions)

Typically priced between $15,000 and $75,000 nationally, our services are tailored specifically for small businesses, starting at only $2,500.

Description:
Transform your business data into actionable insights to guide strategic decisions and unlock new opportunities.

What You’ll Get:

Custom Dashboards: Interactive visuals to track key performance metrics in real-time.

Trend Analysis: Discover patterns and opportunities that drive smarter decisions.

Scenario Planning: Simulate decisions to understand potential outcomes before acting.

Targeted Metrics: Focus on the data that impacts your goals and strategy the most.

Best For:
Organizations ready to use data to improve decision-making, identify opportunities, and gain a competitive edge.