• Monthly bookkeeping & reconciliations

• Standard financial statements (P&L, Balance Sheet, Cash Flow)

• Quarterly summary dashboard

• Email support (2-day response)

Tier 1: Compliance & Clarity

Tier 2: Strategic Advisory Partner

Tier 3: Fractional CFO Partnership

• Everything in Compliance & Clarity, plus:

• Monthly KPI dashboard (collections %, overhead %, cash on hand)

• Monthly 30-min review call with advisor(or Loom video reviews for you to watch anytime)

• Financials received by the 10th of following month

• 90-day cash flow outlook(cash management, forecasting and budgeting)

• Payroll support (setup and processing oversight)

• Bill pay management (vendor payments scheduled and tracked)

• Priority support (1-day response)

Best For: Solo professionals who need clean, accurate books

• Everything in Strategic Advisory Partner, plus:

• Financial delivery by the 5th business day of the month

• Profitability by service/procedure line

• Expansion & financing planning

• 60-min strategy sessions (monthly/bi-weekly)

• Unlimited support & proactive check-ins

• Coordination with third party services as needed; insurance, banks, lawyers, etc..

Value:
✅ Stay compliant & audit-ready
✅ Save time & reduce stress
✅ Always know where your money is going

💵 Investment: $700 – $1,200 / month

Deliverables:

Deliverables:

Value:
✅ Understand performance in real time
✅ Catch problems early (before cash gets tight)
✅ Free up time by outsourcing payroll and bill pay
✅ Make confident growth decisions with advisor input

💵 Investment: $1,300 – $2,000 / month

Best For: Growing businesses that want insight and guidance

Value:
✅ Gain CFO-level leadership without $175K salary
✅ Grow with confidence & protect long-term wealth
✅ Dedicated financial partner at your side

💵 Investment: $2,000 – $3,500+ / month

Deliverables:

Best For: Established businesses seeking proactive financial leadership

Books Reset Service Package

What's included:

• Full account reconciliation from the point of last accuracy

• Separation of personal and business expenses

• Identification and correction of miscategorized transactions

• Missing transaction research and entry

• Delivery of clean, accurate financial statements

• Summary report of findings and recommended next steps

💵 Priced per project based on scope — we'll assess your books and give you a flat-rate quote before any work begins.

Most business owners we talk to haven't looked at their books in months — and when they do, what they find isn't pretty. Personal and business expenses mixed together. Transactions that don't match. Receipts that were never logged. Reconciliations that were never finished.

That's not a failure — that's what happens when you're running a crew, managing jobs, and chasing invoices all at the same time.

Our Books Reset service is a one-time, structured clean-up that gets your financials back to ground zero. We go month by month, reconcile every account, untangle the personal from the business, track down missing transactions, and organize everything so your books are accurate, compliant, and actually make sense.

When we're done, you'll know exactly where you stand — and you'll have a clean foundation to build on.

Other Services — Tailored to Your Unique Needs

Not every financial need is monthly — we also offer one-time and specialized services to give you the clarity and structure you need when it matters most.

Entity Blueprint (Business Structuring)

Get clarity on the best business structure for your goals — LLC, S-Corp, or partnership. We’ll walk you through tax implications, liability protection, and setup strategy to align your entity with your practice.

Retirement Roadmap (Retirement Structuring)

Design a retirement plan that maximizes your savings and tax advantages. From Solo 401(k)s to Defined Benefit Plans, we’ll create a strategy tailored to your income, lifestyle, and long-term goals.

Money Coaching (Individual Financial Coaching)

One-on-one guidance to help you build better money habits, understand your finances, and make informed decisions. Perfect for professionals who want more control and confidence in their personal financial life.