Our Services
Launch
This tier is designed for entrepreneurs who need essential bookkeeping and high-level financial coaching.
Services Included:
Bookkeeping and monthly financial statements
Annual Tax Reporting Package
Quarterly Financial Coaching: Review business and personal
finances with actionable insights.
Basic Support: Email support with a 48-hour response time
Price Range: starting at $795 per month
Elevate
Ideal for entrepreneurs ready to invest more in business growth and strategic financial management.
Services Included:
Bookkeeping and monthly financial statements
Annual Tax Reporting Package
Monthly Financial Coaching: Regular check-ins to discuss growth strategies, budgeting, and financial planning.
Priority Support: Email and phone support with a 24-hour response time.
Price Range: starting at $1,495 per month
Thrive
This plan is best for entrepreneurs looking for hands-on, ongoing financial guidance and a complete bookkeeping and financial strategy solution.
Services Included:
Bookkeeping and monthly financial statements
Annual Tax Reporting Package
Bi-monthly Financial Coaching: In-depth analysis and hands-on coaching for both business and personal financial growth.
Business budgeting and cash flow management
Virtual CFO-like services (strategy, KPIs, long-term planning)
Price Range: starting at $2,495 per month
Deep Dive Financial Review
This one-time package is perfect for entrepreneurs needing a thorough financial health check and strategic coaching session to ensure their business is on the right track.
Services Included:
Comprehensive Bookkeeping Review
Financial Statement Analysis
Customized Financial Coaching Session
Tax Readiness Check
Written Action Plan
Price Range: $2,497 for a one-time consultation
Financial Strategy Cram Session
This session is perfect for entrepreneurs who need fast advice and clear direction to solve urgent financial concerns or get back on track with their business finances in an hour.
Services Included:
Tailored coaching on one pressing financial challenge (e.g., cash flow, budgeting, or profitability).
Immediate next steps provided at the end of the session to help you gain control over your finances.
Price Range: $597 for a one-time consultation