Best for: Early stage-businesses ready to get financially organized and confident.

Includes:

• 60 minute onboarding and goal-setting session

• Review of bookkeeping setup and cleanup recommendations

• Cash flow and expense analysis and insights

• 1 monthly strategy session (45 minutes)

• Email support (2 follow-ups per month)

Pricing: $500/month or $1,350 for 3-month plan

Best for: Businesses ready to scale efficiently with streamlined systems and data-backed decisions. 

Includes:

• Everything in Foundation, plus:

• Custom financial dashboard (KPI tracking, revenue drivers, forecasts)

• Monthly performance report with insight and recommendations

• Unlimited email support (within scope)

• Bi-weekly check-ins (30 minutes each)

• Up to 3 custom process templates (budget, invoice tracker, etc.)

Pricing: $1,000/month (3-month minimum)

Best for: Established businesses seeking hands-on financial partnership and deeper analytics.

Includes:

• Everything in Growth, plus:

• Full financial model build (forecasting, scenario planning, pricing strategy)

• Quarterly strategic review session

• Advisory support on vendor contracts, hiring, and pricing structure

• Priority scheduling and on-demand access

Pricing: $1,800/month (3-month minimum)