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Solve the pain. Get the result.

Clean books. Controlled cash flow. Less manual work.

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Financial Clarity, Cash Flow & Growth Systems pricing

Start with the problem you need solved: messy books, unpredictable cash flow, or a business overwhelmed by manual work. Choose financial clarity at $1,200/mo, cash flow and profit control at $2,500/mo, or full financial automation and CFO growth at $4,500/mo. Book a free assessment to confirm the right fit and scope.

Financial Clarity & Clean Books System

Best Price

$1,200/mo

Pain Points Solved

  • Books always behind
  • No visibility into money
  • Tax season panic
  • Manual data entry errors

Solution

  • Monthly bookkeeping
  • Clean, accurate books
  • Organized receipts
  • Automated reconciliations
  • Monthly financial reports

Result

  • You always know your numbers
  • No more tax stress
  • No more messy books
  • No more surprises

Powered by AI

  • Automated categorization
  • Error detection
  • Smart reconciliation

Final monthly pricing depends on transaction volume, accounts, entities, backlog, reporting complexity, and requested services. Historical cleanup is a separately scoped project. Software compatibility and all deliverables are confirmed in your engagement agreement.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Cash Flow & Profit Control System

Best Price

$2,500/mo

Pain Points Solved

  • Cash flow surprises
  • Not knowing what’s profitable
  • Pricing confusion
  • No financial strategy

Solution

  • Cash flow forecasting
  • Profit margin analysis
  • KPI dashboards
  • Monthly CFO strategy call
  • AR/AP automation

Result

  • Predictable cash flow
  • Higher profit margins
  • Better pricing decisions
  • Clear financial direction

Powered by AI

  • Predictive forecasting
  • Automated dashboards
  • Smart alerts

Final monthly pricing depends on transaction volume, accounts, entities, backlog, reporting complexity, and requested services. Historical cleanup is a separately scoped project. Software compatibility and all deliverables are confirmed in your engagement agreement.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Full Financial Automation & CFO Growth System

Best Price

$4,500/mo

Pain Points Solved

  • Business running you
  • No systems
  • No financial strategy
  • Manual processes everywhere
  • No time to grow

Solution

  • Full financial automation
  • Weekly CFO strategy
  • Revenue prediction
  • Efficiency scoring
  • Compliance monitoring
  • Workflow automation

Result

  • Business runs itself
  • You scale without chaos
  • You make smarter decisions
  • You save time & payroll costs

Powered by AI

  • Predictive intelligence
  • Automated workflows
  • Smart CFO insights

Final monthly pricing depends on transaction volume, accounts, entities, backlog, reporting complexity, and requested services. Historical cleanup is a separately scoped project. Software compatibility and all deliverables are confirmed in your engagement agreement.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Bookkeeping Cleanup & Catch-Up pricing

Limited cleanup

Starting at

$500 one-time project

  • Review and correction of a limited agreed backlog
  • Scope confirmed after records assessment

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Moderate cleanup

Starting at

$1,000 one-time project

  • A broader agreed historical review
  • Categorization and reconciliation as scoped

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Extensive cleanup

Starting at

$2,500 one-time project

  • A more complex agreed cleanup project
  • Documentation and updated reporting as scoped

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Accounting Operations & Financial Reporting pricing

Accounting Operations Support

Starting at

$1,000/month

  • Close workflow and procedure support
  • Financial record and reporting organization

Pricing depends on complexity, deliverables, reporting frequency, and staff involvement. Bookkeeping and management reporting are not audits, independent assurance, attestation, or certified public accounting services.

Discuss Your Reporting Needs

Advanced Reporting and Close Support

Starting at

$1,500/month

  • Expanded month-end close support
  • Agreed management and budget-versus-actual reporting

Pricing depends on complexity, deliverables, reporting frequency, and staff involvement. Bookkeeping and management reporting are not audits, independent assurance, attestation, or certified public accounting services.

Discuss Your Reporting Needs

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Business Automation Packages pricing

Business Workflow Fix & Automation Starter

Best Price

$3,500 one-time

Pain Points Solved

  • Missed leads
  • Slow follow-up
  • Manual scheduling
  • Repetitive tasks

Solution

  • Lead capture
  • Follow-up automation
  • Scheduling automation
  • Document automation

Result

  • More leads convert
  • No more missed opportunities
  • Faster operations

Powered by AI

  • Smart routing
  • Intelligent responses

The free 15-minute introductory assessment is a conversation, not a complete technical audit or free implementation. Final pricing depends on workflows, integrations, complexity, testing, and maintenance. No automation is represented as already active for your business; compatibility, implementation, and testing must be confirmed. AI does not replace professional judgment or guarantee error-free bookkeeping. Unlimited workflows applies within the agreed implementation scope, supported systems, and project timeline; ongoing maintenance and third-party software fees are agreed separately.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Business Operations Automation System

Best Price

$6,500 one-time

Pain Points Solved

  • Disorganized operations
  • Slow onboarding
  • Manual workflows
  • Lost documents

Solution

  • CRM automation
  • SOP automation
  • Onboarding automation
  • Vendor & inventory automation

Result

  • Smooth operations
  • Faster onboarding
  • Fewer mistakes
  • Lower labor costs

Powered by AI

  • Workflow intelligence
  • Smart triggers

The free 15-minute introductory assessment is a conversation, not a complete technical audit or free implementation. Final pricing depends on workflows, integrations, complexity, testing, and maintenance. No automation is represented as already active for your business; compatibility, implementation, and testing must be confirmed. AI does not replace professional judgment or guarantee error-free bookkeeping. Unlimited workflows applies within the agreed implementation scope, supported systems, and project timeline; ongoing maintenance and third-party software fees are agreed separately.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Full Business Automation Build

Best Price

$10,000–$15,000 one-time

Pain Points Solved

  • Business bottlenecks
  • No systems
  • Everything manual
  • No scalability

Solution

  • Full automation map
  • Multi-system integration
  • Predictive dashboards
  • Unlimited workflows

Result

  • Business runs automatically
  • You scale without hiring
  • You save 20–40 hours/month

Powered by AI

  • Predictive automation
  • Intelligent orchestration

The free 15-minute introductory assessment is a conversation, not a complete technical audit or free implementation. Final pricing depends on workflows, integrations, complexity, testing, and maintenance. No automation is represented as already active for your business; compatibility, implementation, and testing must be confirmed. AI does not replace professional judgment or guarantee error-free bookkeeping. Unlimited workflows applies within the agreed implementation scope, supported systems, and project timeline; ongoing maintenance and third-party software fees are agreed separately.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Fractional CFO Advisory pricing

CFO Advisory Essentials

Starting at

$1,500/month

  • Limited agreed advisory scope
  • Scheduled financial reviews

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Growth CFO Advisory

Starting at

$2,500/month

  • More regular forecasting and management reporting
  • Agreed planning support and review cadence

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Strategic CFO Partnership

Starting at

$4,500/month

  • More complex financial planning
  • Expanded management support within the agreed scope

Reliable underlying records are required. Materially incomplete or unreliable books may need a separate cleanup or bookkeeping engagement first. Final pricing depends on company size, data quality, complexity, meeting frequency, reporting, and scope. Advisory does not include legal or investment advice, tax opinions, or other regulated services outside qualifications.

Request a CFO Advisory Consultation

Package prices are shown above. Final scope is confirmed before work begins, including transaction volume, accounts, integrations, and deliverables. Results describe intended outcomes, not guarantees; time savings vary by business and financial decisions retain human oversight.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Ready to Get Your Business Finances Organized?

Start with a short conversation about your books, reporting needs, and opportunities to improve your financial workflows.

Book Your Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.