Designed for business owners who need a clear picture of their finances but aren't sure where to start. This package provides organized financial records, consistent reporting, and insight into where their money is going. It's ideal for owners who want to stop guessing, feel more confident in their numbers, and build a strong financial foundation for their business. Starting at $650/monthly

Includes:

• Monthly bookkeeping review and financial organization

• Monthly profit and loss review

• A concise financial summary highlighting important trends

• One 30-minute monthly meeting

• One prioritized action item for the next month

Designed for business owners who are ready to move beyond tracking their finances and start improving profitability. Through financial analysis, pricing strategy, budgeting, and cash flow planning, this package turns numbers into actionable business decisions. It's ideal for owners who want stronger profit margins, more predictable finances, and a clear plan for sustainable growth. Starts at $1,250/monthly

Includes everything in Financial Clarity plus:

• Monthly profitability and performance analysis

• Pricing and margin reviews

• Budgeting and cash flow planning

• Business performance metrics and recommendations

• One 60-minute strategy meeting each month

• A monthly action plan with clear priorities

Designed for business owners who want their business to run more efficiently without every decision and process depending on them. This package combines financial insight with systems and process improvement to identify bottlenecks, streamline workflows, and create more effective ways of operating. It's ideal for growing businesses ready to improve efficiency, reduce operational headaches, and build a business that can scale sustainably. Starting at $2,000/monthly

Includes everything in Profit & Planning, plus:Workflow and process assessments

• Standard operating procedure development

• Systems and software workflow recommendations

• Identification of operational bottlenecks

• A prioritized improvement roadmap

• Two 60-minute working sessions each month

• Custom Pricing Model

  • Build a tailored pricing workbook, cost model, margin targets, and pricing guidance. Starts at $750 per project

• Systems & Process Project

  • Map an existing workflow, identify inefficiencies, document procedures, and develop a practical implementation plan. Starts at $750 per project

• Additional Strategy Calls

  • Add-On Range: $100–$200 per extra meeting

• Event or Product Profitability (One-Time)

  • Add-On Price: $250–$600 per event/product