Clarity Starts Here

Pick a plan and get organized, confident, and in control.

  • Momentum

    $495

     Ideal for businesses that want reliable monthly visibility into their finances.

    Includes:

    → Categorization and reconciliation for up to two bank accounts and two credit cards.

    → Monthly financial Statements: Balance Sheet, Profit and Loss, and Cash Flow

    → A short video each month walking you through the key highlights.


  • Elevation

    $995

    Designed for growing businesses with a need for deeper oversight.

    Includes:

    → Everything in the Momentum Plan

    → Categorization and reconciliation for up to three bank accounts and three credit cards.

    → A free cleanup when you sign a 12 month contract, it’s an easy fresh start.

    → A monthly cost-tracking report with a quick highlight video for job or project profitability

  • Apex

    $1,495

    Perfect for businesses looking for hands-on partnership, clarity, and guidance.

    Includes:

    → Everything in the Elevation plan

    → Categorization and reconciliation for up to four bank accounts and four credit cards.

    → A monthly meeting to review financials, go over job-costing reports, clarify numbers, and discuss best practices and future expectations.

    → Preparation and organization of 1099s for filing after your second year with us.

 FAQs

  • That’s more common than you think, and it’s totally fixable. If you need to get up to date before a fresh start, we can do a cleanup and organize everything so your FreshBooks data is accurate moving forward. For the Momentum plan, cleanup is available as a separate service, and it is included with Elevation and Apex.

  • That’s totally okay. If your business is smaller, growing fast, or has needs that don’t fit neatly into our three plans, reach out to us. We’re happy to put together a personalized option based on your workflow, volume, and goals. We can also support larger or more complex businesses through our sister firm, so you’ll still get the right level of help, just in the format that makes the most sense for you.

  • We’ll help you connect your bank accounts and credit cards, confirm your business expense categories, and make sure your chart of accounts is set up properly. If you already use FreshBooks, we’ll review what you have and clean things up as needed.

  • While we do specialize in Freshbooks, we also have extensive experience with QuickBooks. If you use another system, reach out to us and we’ll take a look. We handle other platforms case by case to make sure we can support you properly and keep your books clean and consistent.

Let’s work together.

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