Achieve your financial goals; enjoy some peace of mind

Personalized service with an industry expert. We give you clarity.

 
  • Break through the bottlenecks holding you back

  • Your business deserves real support

  • Achieve your goals

Does it feel like nothing is working?

  • Struggle keeping up with the back office

  • Difficulties making decisions with incomplete information

  • Unsure about complicated tax rules and compliance

  • Tired of trying to figure it all out on your own

 

We want you to succeed

Packages for your needs

  • Basic

    Starting at $750 monthly

    Financial Statements Delivered by the 20th

    Strategy Sessions: Monthly Group Office Hours

    Standard Financial Reporting Package

    Communication Access Email only

    Only Cash Basis Accounting Method

    Cash Flow Projections NA

    Annual Budget Support NA

    Budget Updates (Forecast) N/A

  • Standard

    Starting at $1000 monthly

    Financial Statements Delivered by the 15th of each month

    Strategy Sessions 1x/Quarter

    Standard Reporting Package with recording explaining key changes

    Communication Access: Email + Scheduled Phone Calls

    Accounting Method Cash or Accrual

    Cash Flow Projections Quarterly

    Annual Budget Support Included

    Budget Updates (Forecast)Quarterly

  • Premium

    Starting at $1500 monthly

    Financial Statements Delivered by the 10th of each month

    Strategy Sessions 1X/Month

    Premium Reporting Package with KPIs.

    Communication Access Exclusive Phone Number + Virtual Meetings + Email

    Accounting Method: Cash, Accrual,  Cost Reporting

    Cash Flow Projections Monthly

    Annual Budget Support Included

    Budget Updates (Forecast) Monthly

    Early Access for renewals

 

 Here is how we get started

1

Book a fit call. Meet us and we will discuss your needs. We get to know each other in this brief call to see if we are a good pairing.

2

We create a plan together. Discuss your goals and find your key performance indicators KPI that will bring you clarity.

3

We will onboard you, and start to track and report to you your KPI. We will track where you are to your goals and discuss how you will achieve them.

Our mission is to help you thrive without constantly feeling behind.

Our support is consistent and proactive. You can count on us to be steady and responsive through every season of business.