What we offer on every package
Foundation
/ month
Lean, compliant bookkeeping with monthly reports and a quarterly Video Financial Review—perfect for steady, simple setups.
Foundation Details
Keep your books clean and compliant with minimal lift. Monthly close, plain-English reports, and a quarterly walkthrough—ideal for teams that want reliable financials without the extras.
Monthly close & tax-ready financials
Categorization & reconciliations; tidy vendors/customers
Video Financial Review — Quarterly
Communication:
Client Portal + Email (replies within 2 business day)
Professional (Most popular)
$900 - $1,400
/ month
The “obvious yes” for most trades: monthly conversations + visuals that turn numbers into decisions.
Professional (Most popular) Details
Monthly bookkeeping with monthly guidance. You’ll get plain-English reports, a monthly video review, KPI snapshots, and light AR follow-up—so decisions stay simple and timely.
Everything in Foundation, plus:
Video Financial Review — Monthly (+ one 30-min call if needed)
KPI snapshot & Top-3 variance notes; Budget vs Actual (Lite)
AR Nudge (Lite) configured & tuned monthly
Vendor Tax Form Requests & 1099 Tracking
Owner Dashboard (Lite) — Quarterly Maintenance
Communication:
Client Portal + Email + Scheduled calls (replies within 1 business day)
Executive
When timing matters: front-of-line close, weekly action list, and white-glove communication.
Executive Details
Our Executive plan gives you CFO-level financial oversight with in-depth analysis, cash flow forecasting, and strategic guidance. You’ll also receive priority access to our team, ensuring faster responses and dedicated support for critical financial needs.
Everything in Professional, plus:
Front-of-Line Month-End Close
Weekly reconciliations & Ops Update: cash in/out, Top-5 pay/collect, 2–3 variances
Owner Dashboard (Lite) — Monthly Maintenance
Receipt Management
Communication:
Client Portal + Email + Scheduled calls (replies within 1 business day)
Dedicated call/text line
Diagnostic
$400* - One-Time
*Credited to onboarding if you start monthly service within 30 days.
Diagnostic Details
A plain-English, 75-point deep dive so you know exactly where your books stand and what it’ll take to run reliable monthly reporting.
What you get
Video Review (10–15 min)
Cleanup estimate (simple rule: months behind × Foundation monthly fee)
Clear 30–60 day action plan and tier/add-on recommendation
Multi-point review (typically 75+ point depending on complexity)
How it works
Turnaround: typically 5–10 business days after access
Scope may adjust for multi-entity, heavy construction/WIP workflows, or unusual transaction volume
Prefer to roll this into onboarding? The Diagnostic is included in Month 1 for new monthly clients; the one-time price is credited when you proceed.
Add-ons (optional)
Turn on what you need, when you need it. Exact quote follows a quick diagnostic.
Popular add-ons
Owner Dashboard (Lite) — Setup/Monthly/Quarterly
Job Profitability Snapshot — Monthly
AR Nudge Setup (3-touch reminders; no phone collections)
Managed AR (Lite) (monthly aging sweep + tuning)
Vendor Tax Form Requests & 1099 Tracking (Foundation only)
Receipt Management (document capture + filing)
Sales Tax Filings (CA)
Gusto Implementation (DIY Payroll Setup)
First-Run Companion (Payroll)
Cleanup / Catch-Up (Fixed)
Lender Pack (On-Demand) (last-12 statements + KPI page)
Cash Threshold Alerts
Executive Tier only upgrades
Fractional CFO — Retainer Upgrade (board-style pack, lender calls, 13-week cash forecast & budget upkeep)
CFO Projects (3-Statement Model, Capital/Banking Pack, Pricing & Margin, Job-Costing & WIP Rebuild, etc.)
