Service Levels

Are you looking for financials you can rely on when you need them? Are you ready to start looking into the future to plan your business’s sustainability and growth? During our discovery call, we will get to know you, your business, and what you are looking for. If you are a good fit for our services, we will send you a quote customized to your needs.

Plant

Average Monthly Investment
$845

Our entry-level package is typically for new or established businesses earning annual revenue up to $1M. Gain access to a dedicated accountant who will provide monthly reporting and bookkeeping services. One monthly accountant meeting included.

  • Automated Bookkeeping
  • Monthly Growth Reports
  • Scheduled Meetings - Up to 1 per month
  • Unlimited Support Response Time - 2 business days
  • Bill Pay (optional add on)
  • Payroll Management (optional add on)
  • Tax Planning (optional add on)
  • Tax Return Preparation (optional add on)

Grow

Average Monthly Investment
$1945

For those looking to take the next step in their growth, and typically already earning revenues between $1M and $5M. Includes monthly reporting and bookkeeping, as well as budgeting and KPI analysis. Two monthly meetings with your dedicated accountant are included.

  • Automated Bookkeeping
  • Monthly Growth Reports
  • Scheduled Meetings - Up to 2 per month
  • Unlimited Support Response Time - 1 business day
  • Budgeting
  • Key Performance Indicators (KPI's)
  • Bill Pay (optional add on)
  • Payroll Management (optional add on)
  • Tax Planning (optional add on)
  • Tax Return Preparation (optional add on)

Prosper

Average Monthly Investment
$3945

Our premium service tier is for when you’re ready to really take off. Includes all services in the Plant and Grow packages, and cash flow management. Take advantage of up to four meetings per month with your dedicated Controller, as well as same-day unlimited support.

  • Automated Bookkeeping
  • Monthly Growth Reports
  • Scheduled Meetings - Up to 4 per month
  • Unlimited Support Response Time - Same business day
  • Budgeting
  • Key Performance Indicators (KPI's)
  • Cash Flow Management
  • Bill Pay (optional add on)
  • Payroll Management (optional add on)
  • Tax Planning (optional add on)
  • Tax Return Preparation (optional add on)

Controller

Monthly Investment From
$2500

Are you looking for strategic growth and improved cash flow but already have your bookkeeping covered? This could be the package for you. Budgeting, cash flow, and KPI services are all included in this package along with up to 4 meetings with your controller per month.

  • Budgeting
  • Cash Flow Projections
  • Key Performance Indicators (KPI's)
  • Scheduled Meetings (up to 4 per month)
  • Unlimited Support Response Time - 1 business day

Our Better Decisions in 90-Days Guarantee

We are so confident in the value that our services will bring to your business that we offer a 90-day guarantee. 

If, after working with us for 90 days, you are not completely satisfied with the improvements in your financial direction and the quality of the decisions that you are able to make as a result, we will refund your entire investment.

Here’s how our guarantee works:

  • Sign up for one of our Service Level packages above
  • Work closely with our team to establish goals and objectives for your business.
  • Over the next 90 days, our team will provide you with the financial analysis and strategic insights you need to make better decisions for your business.
  • At the end of the 90 days, if you are not satisfied with the improvements in the quality of the decisions you are able to make as a result of our services, simply let us know, and we will issue a full refund.

We are committed to helping you take your business to the next level, and our guarantee ensures that you can do so with confidence. Sign up for one of our Service Level packages today and start making better decisions for your business.