Clear Pricing for Ongoing Financial Advisory
Our services are structured based on the level of financial visibility and decision support your business needs. Most clients engage between $2,000–$2,500 per month depending on complexity.
Foundation
$1,500–$1,800/mo
For businesses that need clear financial visibility and stronger monthly reporting.
- Clean Monthly Financial Reporting
- KPI Dashboard & Benchmarking
- Monthly Financial Review
- Basic Cash Flow Visibility
- Email Support
Growth
$2,000–$2,500/mo
For companies that need stronger cash flow planning, pricing discipline, and profitability insight.
- Everything in Foundation
- Rolling 13-week cash flow planning
- Job & service profitability analysis
- Pricing insight & margin improvement
- Quarterly planning sessions
- Priority Support
Expansion
$3,000–$3,500/mo
For businesses making active growth decisions around staffing, equipment, and expansion.
- Everything in Growth
- Staff profitability analysis
- Equipment ROI Analysis
- Scenario modeling (hiring, expansin, equipment)
- Increased Advisory Touchpoints
- Direct Access for Strategic Decisions
Frequently Asked Questions
A few common questions about pricing, fit, and the value of ongoing financial advisory.
Why is this priced higher than bookkeeping?
Bookkeeping focuses on recording past transactions. Our work focuses on improving future outcomes. While accurate financials are required, the real value comes from using those numbers to improve cash flow, pricing decisions, and overall profitability. This is ongoing financial advisory, not just reporting.
How does this compare to hiring internally?
Hiring a full-time accountant or CFO typically costs anywhere from $60,000 to over $150,000 annually, plus benefits and overhead. Our model provides structured financial insight and decision support at a fraction of that cost, without the burden of hiring, training, or managing an internal team member.
Will this actually improve profitability?
Yes — the focus of this work is to improve how your business operates financially. By bringing structure to cash flow, pricing, cost control, and decision-making, most clients see clearer margins, better planning, and more confidence in their numbers over time.
Who is this not a fit for?
This is not a fit for businesses under $500K in revenue, those only looking for basic bookkeeping, or companies that are not actively making growth or operational decisions. Our work is best suited for businesses that need ongoing financial insight to support real decision-making.
Ready to Take a More Structured Approach to Your Financials?
If you’re looking for more than basic reporting and want real financial clarity around cash flow, pricing, and growth decisions, the next step is to start a conversation.