WHAT WE OFFER
Every Engagement Starts With Understanding Your Business
No two businesses are the same. Our process is designed to meet you exactly where you are — and build from there.
THE JOURNEY
How It Works
Reach Out
Contact us & answer a few questions about your business
Free Consultation
30-minute call to understand your needs and goals
System Audit
We asses your setup and deliver a full action plan
Implementation
Build, clean and optimize your financial system
Ongoing Support
Monthly reporting, optimization & business advisory
SERVICES AND INVESTMENT
Transparent Pricing. No Surprises.
Initial Consultation
Free
A 30-minute call to understand your business, your current financial setup and what you’re looking to achieve. Before the call, we’ll send you a short questionnaire so we make the most of our time together.
Includes: Business questionnaire + discovery call
System Audit
$1,500
A comprehensive review of your current accounting setup. We analyze your chart of accounts, existing processes and reporting structure — then deliver a clear action plan for what needs to be done.
Includes: Full system review + written action plan
Full
System
Build
$5,000
For businesses starting from scratch. We design and build a complete accounting system that is structured, automated, accurate, and ready to support growth.
Software subscriptions billed separately
Full
System
Cleanup
$3,000
Already have a financial system in place but need structure and cleanup? We reorganize your chart of accounts, clean up errors, and help create accurate reporting.
Does not include data entry or historical records
Data Entry
&
Catch-Up
Quoted
Need historical records entered or months of transactions caught up? We organize and process everything properly so your financials are accurate and current.
Rush fee applies for expedited timelines
YEAR-END TAX FILING
Corporate & Personal Tax Returns
Through our trusted CPA partners, we help coordinate corporate and personal tax filings to ensure your financial records are organized, accurate, and fully prepared year-end.
Referred & fully coordinated
INSURANCE AND TAX STRATEGY
Protect Your Business. Reduce Your Tax.
Insurance isn’t just protection it’s a tax strategy. We connect you with trusted advisors who help structure coverage strategically for your business and family.
No cost referral to vetted partners
CURRENCY EXCHANGE
Better Rates for Cross-Border Businesses
If your business operates across currencies, we connect you with trusted exchange partners to help reduce conversion costs and improve international payment efficiency.
No cost referral to vetted partners
PREMIUM SERVICE
Strategic Financial Review
A detailed analysis of your business performance using historical financial and operational data to uncover opportunities for optimization, scalability, and long-term strategic growth.
Please note: The Strategic Financial Review is a comprehensive analysis and strategic recommendations document only. It does not include the implementation of any recommendations. Actioning any strategies identified in the report is quoted separately based on scope of work.
WHAT'S INCLUDED IN EVERY REPORT
- Multi-year financial analysis
- Operational performance review
- Financial efficiency insights
- Revenue trend analysis
- Strategic growth recommendations
- Scalability assessment
- Cost structure review
- Comprehensive advisory report
- Strategic optimization opportunities
STARTER
Under 500K
$5,000
one-time
GROWTH
500K - under $1M
$6,500
one-time
SCALE
$1M - $2M
$7,500
one-time
ENTERPRISE
$2M+ revenue
$10,000
starting price
COMPLETE PACKAGE
Everything You Need. One Relationship.
Our most comprehensive offering — monthly bookkeeping and financial management combined with an Annual Financial Review. One team handling everything so you can focus entirely on growing your business.
- Monthly Financial Management
- Regular Reporting and Check-ins
- Same Day Response Time
- Annual Financial Review
- Tax Filing Coordination
- Sales and Payroll Tax Services