Engagements. Pay us to keep your finances clean. The rest comes with it.
A year ago the frontier was a tax plan you bought every quarter on top of your bookkeeping. That is out of date now, and most owners have not heard yet. AI assists us with the bookkeeping grind, so keeping your finances clean every month costs about what bookkeeping alone used to. The advisory, the CFO work, and the tax strategy are the natural outcome of that monthly care, not extra products. Take the Foundation Check, book the session, and we send a written quote that names the package and the monthly number.
Your finances as the owner. Credit, personal tax filings, and the IRS file, cleaned up so the company has a floor.
Ask for this packageMonthly maintenance of clean finances. Outsourced bookkeeping, bills and payroll, the controller, and a month that closes with figures you can trust.
Ask for this packageAll of that, plus cash you can see, a plan for the year, tax planning all year, and a funding file that gets a yes.
Ask for this packageYes means it is inside the engagement. Partial means a review or a limited scope. Different means it is quoted separately.
Quoted after the check. Scope follows what the check finds, so two owners with the same revenue can get different quotes.
Personal file, then the company, then the controller's five questions. Free, written.
Personal file, then the company, then the controller's five questions. Free, written.
Thirty to forty five minutes. Which package fits, what the first stretch of work looks like, and what it costs.
Thirty to forty five minutes. Which package fits, what the first stretch of work looks like, and what it costs. No pressure and no countdown.
Scope, monthly number, start date, and what you should expect to see by month three.
Scope, monthly number, start date, and what you should expect to see by month three. If we should not work together, we will say so on the call.
Because a price before the check is either too much for the owner whose books are clean, or too little for the one whose books are three years behind. We quote the real scope once, in writing, after we have seen the file.
The check is free. It is how we decide what to recommend, and it is how you decide whether to trust us with the rest. There is no paid version of it.
The catch up work at the start is quoted as a project so you know the number before we begin. Ongoing work is quoted in writing after the check.
Tell us which package looks closest. We will come to the call with a first read on whether it is right.
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