Your finances, finally clear.

ENGAGEMENT LEVELS

CORE

Stop guessing. Start knowing where your money stands.

• Books that are always clean & current

  No more scrambling to explain your finances to anyone.

• A clear monthly snapshot of your money

  Profit & loss, balance sheet, and cash flow — organized and easy to read.

• Tax season without the stress

  Your CPA gets clean, complete financials — so nothing is missed and no deductions are missed.

• Every dollar in its right category

  Transactions reconciled and categorized correctly every month — audit-ready, always.

• A smooth start with structured onboarding

  We get your books set up right from day one so nothing falls through the cracks.

• Direct access when you need it

  24-hour response during business hours. A real person, not a portal.

$450

Prices based on transaction volume & complexity.

CLARITY

Know if you're profitable — and exactly what to do with that information.

$750

Prices based on transaction volume & complexity.

PARTNER

A trusted financial advisor who knows your business as well as you do.

Everything in Clarity, plus

• Monthly call to talk through your numbers

  To review performance, ask questions think through decisions together.

• Confidence before every big decision

  Thinking about hiring or making a big investment? I'll run the numbers before you commit.

• See where your business is headed

  Quarterly reviews so you can see trends, plan ahead and grow intentionally.

• KPIs that actually matter for your business

  Custom metrics tracked monthly so you know your real numbers, not just revenue.

• An optimized owner pay strategy

  Ongoing guidance on what, when and how to pay yourself— so you and your business stay healthy.

• 1099 preparation handled

  Reported accurately, on time so nothing there's to chase down at tax time.

• Priority access to Nay

  Extended availability when you need an answer fast.

$1100

Prices based on transaction volume & complexity.

Everything in Core, plus

• Know if your business is actually profitable

  A monthly plain-language summary that tells you what the numbers mean — not just what they are.

• Know what you can safely spend & invest

  Cash flow visibility so you can make spending decisions with confidence, not anxiety.

• Know what you can pay yourself

  Clear insight into owner distributions so you stop underpaying or overdrawing yourself.

• Spot your most and least profitable work

  Know which work is most profitable — so you stop leaving money on the table.

• Keep more of what you earn at tax time.

  Expenses categorized for maximum tax readiness so your CPA can easily spot your deductions.

• Early warning when something's off

  Unusual spending, shrinking margins or cash flow dips — caught before they become big problems

Best for: Founders who are ready to stop flying blind and finally have books they can trust.

MOST POPULAR

Best for: Founders ready to understand their numbers and make smarter decisions with their money.

Best for: Established founders who want a real financial partner in their corner.

Ready to know where you actually stand?

Book a free 15-minute call. No pressure, no jargon — just clarity.

Simple, transparent pricing for service based business owners who are ready to stop guessing and start growing with confidence.

Starting prices shown — final pricing based on monthly transaction volume and complexity.