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Price List
Tier 1: The Essential Oversight (Growth Phase)
Best for businesses looking for stability. This tier moves the owner out of the "back office" and into a leadership role by providing clean, reliable data.
Monthly Financial Maintenance
Full reconciliation of all operating, credit, and loan accounts.
Monthly Performance Reports
Delivery of P&L, Balance Sheet, and Statement of Cash Flows.
Compliance Management
Sales tax filing and basic 1099 management
Monthly Strategy Call (30 mins)
A high-level review of the previous month’s performance.
Tier 2: The Profit Optimizer (Scaling Phase)
Best for businesses with complex job costs or fleets. This is where I become a partner in your profitability. It focuses on where the money is going and how to keep more of it.
Everything in Tier 1 PLUS:
Advanced Job Costing
Tracking labor burden, materials, and overhead per project/route to identify your "Profit Bleeders."
Accounts Receivable Management
Proactive oversight of aging invoices to ensure cash flow stays liquid.
Budget vs. Actual Analysis
Monthly deep-dives to ensure the business is staying on track with annual goals.
Quarterly Tax Planning Coordination
Working with your CPA to ensure no surprises at year-end.
Tier 3: The Virtual Controller (Enterprise Phase)
Best for firms needing a "Right Hand" for financial decisions. At this level, I am your part-time CFO/Controller.
Everything in Tier 1 & 2 PLUS:
Cash Flow Forecasting
13-week rolling forecasts to plan for major equipment purchases or expansion.
Customized KPI Dashboard
A visual "pulse" of the business (e.g., Revenue per Truck, Margin per Crew).
Work-in-Progress (WIP) Reporting
Crucial for construction firms to stay bonded and bank-ready.
Priority Access
Direct-line communication for real-time financial decision support.
The Foundational Financials
Best for: startups, solo consultants, and growing service businesses).
To move you from "disorganized" to "audit-ready" while giving you the clear data you need to grow into a seven-figure enterprise.
Monthly Bank Reconciliation
We handle up to 2 bank/credit card accounts to ensure every penny is accounted for.
Automated Expense Categorization
No more guessing where your money went. We categorize all transactions into a clean, tax-ready Chart of Accounts.
Monthly P&L & Balance Sheet
You receive a professional snapshot of your business health by the 15th of every month.
Receipt Management Integration
We set you up on a digital receipt-tracking tool (like QuicBooks or Hubdoc) so you can stop saving paper.
Email Support
Quick answers to your burning financial questions within 24–48 hours.
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