Investment-Invest in your business with confidence.
Investment-Invest in your business with confidence.
Embedded Files
Get Tailored Accounting Guidance for Your Business: Limited Spots
Our Accounting & Advisory packages start at $1,000/month, led by a Certified Public Accountant with extensive experience—including at Intuit, the creators of QuickBooks.
Our Accounting & Advisory packages start at $1,000/month, led by a Certified Public Accountant with extensive experience—including at Intuit, the creators of QuickBooks.
How to get started?
How to get started?
1. 15-Minute Complimentary Chat — No Pressure, Just Clarity
This quick conversation lets us determine if the Visionary Insights Method is right for your business and if we’re a great fit to work together. Ask questions, get clarity, and see how a CPA can help turn your financial data into actionable insights.
2. Financial Clarity Session — Investment: $300
Each engagement begins with a 60-minute deep dive into your finances to assess your business, uncover opportunities, and recommend the support that will turn your accounting data into actionable insights using our proprietary Visionary Insights Method.
Financial Clarity Investment: $300 — applied toward your first month of service if you choose to move forward. This is more than a session; it’s your first step toward working with a CPA who treats your business like it’s our own.
This is an investment in your business growth — and with our 30-day disengagement policy, you can try us for low risk.
Our Visionary Insights Service Packages
Our Visionary Insights Service Packages
🔹Visionary Foundation
🔹Visionary Foundation
Implement Visionary Insights from the start.
Starting at $1,000 / month
For early-stage service-based businesses establishing accurate, tax-ready financial foundations.
Includes:
Monthly bookkeeping (up to 2 bank or credit card accounts)
Transaction categorization & reconciliations
Monthly financial statements: Profit & Loss, Balance Sheet, Cash Flow Statement
CPA oversight and quality control
Email support with 1–2 business day response
Annual tax-ready financial package
Virtual service delivery
30-day satisfaction guarantee
Best for: Businesses with $150K–$750K in annual revenue
With Visionary Foundations, your accounting data becomes actionable insight, giving you clarity and control from day one.
Have Questions? Book a 15 minute chat
🔹Visionary Growth
🔹Visionary Growth
Visionary Insights — Strategic Oversight & Performance
Starting at $2,500 / month
For growing service-based businesses that need deeper financial insight, ongoing performance tracking, and strategic guidance beyond foundational bookkeeping.
Includes everything in Visionary Foundations, plus:
Monthly financial review and analysis with your CPA
KPI tracking tailored to your business model
Cash flow monitoring and actionable insights
Budget vs. actual analysis
Quarterly planning and priority check-ins
Decision support for pricing, hiring, and growth initiatives
Priority slack support
Best for:
Businesses with $750K–$3M in annual revenue
Have Questions? Book a 15 minute chat
🔹Visionary Strategic CFO
🔹Visionary Strategic CFO
Visionary Insights — Executive Financial Leadership
Starting at $4,000 / month
For established businesses that require senior-level financial leadership to support scale, profitability, and long-term strategic decision-making.
Includes everything in Visionary Growth, plus:
CFO-level financial oversight and leadership
Customized KPI dashboards and executive performance metrics
Cash flow forecasting and scenario planning
Strategic budgeting and long-range financial planning
Profitability and margin analysis
Advisory support for expansion, hiring, and capital decisions
Coordination with tax professionals, payroll providers, and other advisors
Quarterly strategic planning sessions
Priority slack access and accelerated response times
Best for:
Businesses with $3M–$10M+ in annual revenue
Have Questions? Book a 15 minute chat
📌 Add-On Services (Available Anytime)
📌 Add-On Services (Available Anytime)
Historical clean-up: starting at $1,500
QuickBooks setup or migration
Custom reporting dashboards
1099 prep + W-9 tracking
Let's Get Started
Let's Get Started
Start with a 15-minute complimentary chat — no pressure, just clarity. This quick conversation lets us determine if the Visionary Insights is right for your business and if we’re a great fit to work together.
Page updated
Google Sites
Report abuse