Our Services
Core
Clean books. Closed monthly. Tax-ready.
$300–$450 / month (most clients)
Best for: solo operators + small service businesses
Includes:
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Monthly bookkeeping + categorization
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Bank + credit card reconciliations
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Month-end close
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Monthly P&L + Balance Sheet
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Email support
Personal Finance & Budgeting
Ongoing support + planning for your household finances.
$150–$350 / month
Best for: individuals and families who want structure, accountability, and a clear plan
Includes:
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Monthly check-in (30–45 min)
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Budget setup + ongoing adjustments
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Cash flow planning (bill schedule + spending targets)
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Savings goal tracking (emergency fund, big purchases, etc.)
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Debt payoff strategy + progress tracking
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Light forecasting (next 1–3 months cash view)
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Priority support between sessions (email)
Provided for budgeting and planning purposes and does not include securities, investment, or insurance advice.
Performance
Reporting that tells you what changed and why.
$500–$750 / month
Best for: growing businesses that want real visibility
Includes everything in Foundation, plus:
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Monthly “Owner Summary” (plain-English highlights)
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KPI snapshot (revenue, margin, key expense changes)
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Cash trend / cash visibility
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Quarterly review call (30 min) or monthly mini-review (15 min)
Advisory
Ongoing advisory + planning support.
$900–$1,500 / month
Best for: owners who want a finance partner
Includes everything in Clarity, plus:
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Monthly advisory call (30–60 min)
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Budget vs actual tracking
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Light forecasting (3–6 month cash view)
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Decision support (pricing, hiring timing, big spends)
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Priority support