Three engagement tiers — from clean, accurate books to full strategic CFO partnership. Every tier is CPA-led and includes real advisory, not just transaction recording.
All packages include onboarding, software setup, and a welcome strategy session.
For businesses that need accurate, up-to-date books every month.
Starting price — final quote based on transaction volume
For businesses ready to understand and use their numbers strategically.
Everything in Foundation, plus:
For growth-stage businesses that need ongoing financial leadership.
Everything in Clarity Advisory, plus:
Books messy or months behind? We’ll untangle the history, reconcile everything, and get you current. Most projects completed in 2–4 weeks.
Quoted per project
Get a Quote →A standalone financial dashboard connected to your accounting software. See your metrics, cash position, and trends in one view—without switching to a full advisory package.
From $800 one-time + $150/month maintenance
Get a Quote →30 minutes. We review your financial setup, understand your goals, and recommend the right tier. No obligation.
Clear proposal with scope, deliverables, and pricing. A simple service agreement and you’re in.
We connect to your accounting software, configure your dashboard, and run a financial health check. Done in 5 business days.
Books updated on schedule. Reports and dashboard delivered by a fixed date each month, with a standing advisory call to review together.
We work with QuickBooks Online, Xero, and Zoho Books. If you’re on a different platform, let’s talk—we can usually accommodate or recommend a migration path.
No. Our services are fully remote and we work with clients internationally. Advisory calls are scheduled at mutually convenient times.
A bookkeeper records what happened. We record it, analyze it, and advise you on what to do with it. The Clarity Advisory and Fractional CFO tiers include strategic guidance that a typical bookkeeper doesn’t provide—monthly CFO calls, cash flow forecasting, and performance reviews.
Start with the free Strategy Call. We’ll recommend the right tier based on your current situation and goals. You can also adjust after the first quarter as your needs become clearer.
Yes. We work on month-to-month agreements after an initial 3-month commitment period. You can upgrade, downgrade, or cancel with 30 days’ notice.
After signing, we send you a simple onboarding questionnaire and request access to your accounting software. We then run a financial health check, set up your reporting templates (and dashboard if on Clarity Advisory or above), and schedule your first monthly advisory call. The whole process typically takes 5 business days.
Book a free 30-minute strategy call. We’ll review your setup and tell you exactly which tier makes sense—or whether you’re not ready yet (we’ll tell you that too).