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Industries We Serve
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01
Industries We Serve
Healthcare
- Medical Practices
- Dental Offices
- Therapy Clinics
- Specialist Groups
Trades
- General Contractors
- Subcontractors
- HVAC & Plumbing
- Landscaping Firms
Firms
- Law Practices
- Marketing Agencies
- Engineering Firms
- Architectural Studios
Non-Profits
- Charities
- Edu Foundations
- Religious Groups
- Community Clubs
E-Commerce
- Online Retailers
- Amazon Sellers
- Shopify Merchants
- D2C Brands
Restaurants
- Fast-Casual
- Fine Dining
- Cafes & Bakeries
- Catering Services
02
Services Tailored to Your Goals
Essential Plan
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Bookkeeping: Up to 200 transactions per month**
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Reconciliation: 2 bank/credit card accounts
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Financials: Monthly profit & loss and balance sheet
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Payroll: Not included
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Support: Email (24 hour response time)
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The Goal: Keep the books "clean" for tax season without the owner lifting a finger
Best for: Solopreneurs, consultants, and side-hustles
Growth Plan
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Bookkeeping: Up to 500 transactions per month**
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Reconciliation: 5 bank/credit card accounts
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Financials: Monthly reporting + Gross Margin analysis (shows true profit)
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Payroll: Up to 10 employees
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Support: Priority email (same day response time)
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Strategy meeting: One per quarter
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The Goal: Give the owner their time back by taking over the 'people' and 'math' side of the business
Best for: Small teams and service businesses (5-10 employees)
Scale Plan
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Bookkeeping: Transactions are reflected with pricing**
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Reconciliation: Unlimited accounts
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Advanced Payroll: Full management for 10+ Employees (plus 1099 contractor management)
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Insurance & Audit Support: General liability, workers' compensation, and benefits deduction tracking.
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Accounts Payable (AP): we manage your bill payments to vendors
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Job Costing: Detailed tracking of which specific projects/products are profitable
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Support: Direct Phone/Google Spaces access + Monthly 1-on-1 financial review
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The Goal: Total financial oversight so the CEO can focus 100% on scale
Best for: Established firms, E-commerce, or construction (10+ employees)
Organizational Development Add On
Instead of spending a lot of money on "band-aid" fixes for symptoms like low morale or slow projects. Organizational Development allows you to stop treating the symptoms and start fixing the "operating system" of the company. It's an investment in making sure people are as efficient and high-performing as the technology you buy for them. Talk to us about your needs whether they are Human Relations, Productivity or Growth Strategies.
**Transaction numbers are estimates & we understand every month varies.
*All pricing is discussed during free consultation.
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