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Choose your pricing plan

Find one that works for you

  • Clean Books + Financial Insights

    425$
    Every month
    From $425: Clean, compliance and organized records + strategic financial insight. Keep your business compliant with accurate, organized, and audit-ready financials.
     
    • New client setup fee: $500 (one-time)
    • ~ Monthly bookkeeping
    • ~ Financial statements
    • ~ Tax-ready books
    • ~ Financial insight

  • The Bookkeeping Rescue Cleanup

    2,500$
     
    From $2,500: We step in to "rescue" your books from messy data and missed months, handing you back a clean, balanced, and manageable QuickBooks file.
     
    • New client setup fee: $500 (one-time)
    • ~ Bank Feed Integration
    • ~ Account Tie-Outs
    • ~ A/R & A/P Cleanup
    • ~ Final Health Report

  • Lender-Ready Books & Financials

    650$
    Every month
    From $650: For businesses that want clear financial visibility and to be fully prepared when opportunities for funding arise
     
    • New client setup fee: $500 (one-time)
    • ~ Everything in Foundation
    • ~ Monthly review
    • ~ Cash flow tracking
    • ~ Lender-friendly reporting
    • ~ CPA coordination

  • Capital Advisory & Loan Readiness

    0$
     
    Custom Quote: From end-to-end financing preparation and positioning to guiding you through lender selection and securing the right funding partner
    Free Plan
    • ~ Capital Readiness Assessment
    • ~ Loan Structuring
    • ~ File Preparation & Submission
    • ~ Lender Matching
    • ~ Negotiation & Terms Optimization
    • ~ Funding

  • Strategic Business Plan

    2,500$
     
    From $2,500: This is a comprehensive document including market analysis, management structure and operational strategy.
     
    • ~ Operational strategy
    • ~ Management Structure
    • ~ Five C's of Credit

  • Financial Projections & Assumptions

    2,000$
     
    From $2,000: Includes 2-year financial projections (P&L, Balance Sheet, Cash Flow). A critical lender requirement for most loans and SBA 7(a) applications.
     
    • ~ 24-month projections
    • ~ Built specifically for loan submissions + capital planning
    • ~ Lender-ready assumptions
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