Pricing

🔹Essential Clarity

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 (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

🔹Growth Advisory

Starting at $2,500 / month

For growing businesses that need financial oversight, performance tracking, and guidance beyond basic bookkeeping.

Includes everything in Essential Clarity, plus:

• Monthly financial review and analysis

• KPI tracking tailored to your business model

• Cash flow monitoring and insight

• Budget vs. actual analysis

• Quarterly planning & priority check-ins

• Decision support for pricing, hiring, and growth initiatives

• Priority email support

Best for:
Businesses with $750K–$3M in annual revenue

🔹CFO Advisory

Starting at $4,000 / month

For established businesses that require senior-level financial leadership to support scale, profitability, and long-term strategy.

Includes everything in Growth Advisory, plus:

• CFO-level financial oversight and leadership

• Customized KPI dashboards and 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, and other advisors

• Quarterly strategic planning sessions

• Priority access and response time

Best for:
Businesses with $3M–$10M+ in annual revenue