Pricing & Service Packages

For small businesses who need reliable financial structure without hiring

staff.

• Stay Organized: Clear, accurate books every month mean no more end-of-year surprises.
• Save Time: Payroll coordination and reconciliations handled, freeing you from paperwork headaches.
• Stay Compliant: Financials ready for your CPA—no more scrambling during tax season
• Peace of Mind: Your business is always audit-ready and clean.

Includes:

• Invoice Collections
• Quickbooks Monthly Bookkeeping Review & Update
• Bank & Credit Card Reconciliations (3 accounts included)
• Quarterly Reviews
• Year End Financials Packaged for CPA

For growing businesses who want to increase profitability and plan with

confidence.

• Know Your Numbers: Job costing shows you exactly which projects make (or lose) money.
• Plan for the Future: Budget forecasts and cash flow plans prevent costly surprises.
• Owner Pay Made Predictable: Compensation strategies give you a stable income, not just leftovers.
• Make Smarter Decisions: Monthly reviews help you grow profitably and hire at the right time.

Includes everything in Foundation, plus:

• Job costing review & profitability analysis
• Budget forecasting & cash flow planning
• Monthly financial reports & review meetings
• Growth and hiring planning
• Predictable owner compensation strategy

For businesses who are ready to scale with confidence, like having a CFO +

office manager without the full-time hire.

• Reduce Taxes & Increase Profit: Proactive tax planning saves you money before year-end.
• Stronger Cash Flow: Invoicing, collections, and payables handled so you get paid faster and keep jobs moving.
• Avoid Compliance Penalties: Licensing, insurance, and tax paperwork tracked so nothing slips through the cracks.
• Scale Without Chaos: Quarterly strategy sessions align your finances with your growth goals.
• Protect Your Business: Lien management and insurance audits prevent costly mistakes.

Includes everything in Growth, plus:

• Tax planning and strategy
• Invoicing, collections, and accounts payable management
• Compliance paperwork (licenses, insurance, taxes)
• Quarterly strategic planning sessions
• Insurance audits