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Contact Us

Choose your pricing plan

Find one that works for you

  • Foundation Books

    400$
    Every month
    For basic compliance and clean records. To ensure your business stays compliant with regulations while maintaining accurate, organized, and audit-ready financial records.
     
    • ~ Monthly bookkeeping
    • ~ Financial statements
    • ~ Tax-ready books

  • Lender-Ready Books & Financials

    750$
    Every month
    For businesses that want clear financial visibility and to be fully prepared when opportunities for funding arise
     
    • ~ Everything in Foundation
    • ~ Monthly review
    • ~ Cash flow tracking
    • ~ Lender-friendly reporting
    • ~ CPA coordination

  • Strategic Business Plan

    3,000$
     
    This is a comprehensive document including market analysis, management structure and operational strategy.
     
    • ~ Operational strategy
    • ~ Management Structure
    • ~ Five C's of Credit

  • Capital Advisory & Loan Readiness

    3,500$
     
    From end-to-end financing preparation and positioning to guiding you through lender selection and securing the right funding partner
     
    • ~ Capital Readiness Assessment
    • ~ Loan Structuring
    • ~ File Preparation & Submission
    • ~ Lender Matching
    • ~ Negotiation & Terms Optimization
    • ~ Funding

  • Financial Projections & Assumptions

    2,000$
     
    This includes 2 year pro-forma modeling (P&L, Balance Sheet, and Cash Flow). This is a critical Lender's Lens service because banks require these for almost any expansion loan or SBA 7(a) request.
     
    • ~ 24-month projections
    • ~ Built specifically for loan submissions + capital planning
    • ~ Lender-ready assumptions

  • The Bookkeeping Rescue Cleanup

    3,000$
     
    We step in to "rescue" your books from messy data and missed months, handing you back a clean, balanced, and manageable QuickBooks file.
     
    • ~ Bank Feed Integration
    • ~ Account Tie-Outs
    • ~ A/R & A/P Cleanup
    • ~ Final Health Report
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