💼 Essentials Tier

Ideal for businesses under $500K looking to clean up, simplify, and gain clarity.

Includes:

• QuickBooks Online cleanup & optimization
• Streamlined chart of accounts for workflows
• Monthly financial review call (30 min)
• High-level review of P&L and cash position
• Categorization cleanup & expense tracking
• Email support (48-hour response)
   

📍 Starts at $750/month 

Best for $500K–$2M businesses that want to automate, forecast, and scale.

Includes:

• Includes everything in the Essentials Tier 
• Monthly CFO strategy call (60 min) 
• 12-week rolling cash flow forecasting 
• KPI dashboard setup (cash, revenue, margin tracking)
• Process improvement & automation guidance (AP, AR, reporting)
• Loom video check-ins and email support
   

📍Starts at $2,000/month

Designed for $2M+ businesses needing regular strategic insight, multi-unit support, and budgeting.

Includes:

• Includes everything in the Growth Tier 
• Bi-weekly CFO advisory calls 
• Collaborative budgeting and monthly forecasting updates
• Weekly cash flow visibility and scenario modeling
• Multi-entity reporting
• Priority response time (24 hours or less)
   

📍 Custom pricing from $2,500/month+