OUR SERVICES
Foundation Package
Best for: New or small service businesses that need organized books.
Services Included
• Monthly transaction categorization
• Bank and credit card reconciliation
• Monthly Profit & Loss report
• Expense tracking
• Email support for bookkeeping questions
Outcome:
Clean, organized books and clarity on income and expenses.
Typical Price Range
$200 – $350 / month (depending on transaction volume)
Growth Package
Best for: Growing businesses that want deeper financial insight.
Everything in Foundation PLUS:
• Monthly financial review
• Revenue & Expense analysis
• Quarterly strategy check-in
• Tax-ready reports for your CPA
• Basic cash flow tracking
Outcome:
Understand what’s profitable and where to grow.
Typical Price Range
$400 – $650 / month
CEO Clarity Package
Best for: Established businesses ready for strategic financial support.
Everything in Growth PLUS:
• Monthly strategy call
• Profit optimization insights
• Pricing and service profitability analysis
• Business performance dashboard
• Budget planning support
Outcome:
Financial clarity to run your business like a CEO.
Typical Price Range
$750 – $1,200 / month
ONE TIME SERVICES
Bookkeeping Cleanup
Organize past months or years of transactions.
• Categorization of historical transactions
• Account reconciliation
• Clean financial reports
Typical range:
$500 – $2,500 depending on backlog
Business Finance Reset
Perfect for overwhelmed entrepreneurs.
Includes:
• bookkeeping system setup
• chart of accounts creation
• financial workflow setup
• basic financial training
Typical range:
$300 – $800
