
Achieve your financial goals; enjoy some peace of mind
Personalized service with an industry expert. We give you clarity.

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Break through the bottlenecks holding you back
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Your business deserves real support
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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
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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
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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
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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
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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.
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We create a plan together. Discuss your goals and find your key performance indicators KPI that will bring you clarity.
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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.
