Your finances, finally clear.

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.

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

Ready to know where you actually stand?

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

ENGAGEMENT LEVELS