Finding the Right Fit

Every business has unique goals and complexities. While the following guide is based on common needs, your business might benefit from a different service level. During our discovery call, we will nail down exactly what you need!

In the meantime, here’s an overview :

Essentials
Perfect for solo entrepreneurs and small service providers aiming to keep accurate records and maintain financial clarity. Ideal for businesses with revenue under $250K and up to 3 employees.

Signature
Built for growing service firms businesses that need cash flow management, deeper financial insights, and project-level support. Best suited for companies with revenue under $750K and up to 7 employees.

Elite
Designed for established, multi-service providers and professional firms with complex financial needs. Ideal for those seeking strategic planning, advanced reporting, and stakeholder readiness. Recommended for businesses with revenue up to $3M and up to 15 employees.

Yes, a contract in the form of a signed engagement letter is required for all services. This agreement will be sent for your review and must be signed before we begin services. Our contracts operate on a month-to-month basis, providing flexibility.

We charge an initial clean-up fee, starting at $500, to bring your books up to date. This fee is payable in advance. Clean and accurate books are essential as they provide a solid foundation for financial reporting, ensuring you have a clear picture of your business's financial health.

We do not offer legal advice and do not process payments on behalf of our clients as a measure of control. Otherwise, if you are looking for something specific, please ask about it during your consultation!

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