Diagnostic Assessment — $350–$750 (one‑time)
Think of this as your business’s “first date with clarity.” No pressure, no commitment—just a smart, structured peek under the hood to see what’s really going on.
You get a clean, comprehensive snapshot of your financial ecosystem, including:
• Data integrity check — Are your numbers telling the truth, or just telling stories?
• Workflow review — Where things flow… and where they trip over their own shoelaces.
• Risk & gap summary — The “here’s what’s quietly leaking energy” moment.
• Recommended next steps — Clear, actionable direction so you know exactly what to fix, tweak, or upgrade.
Systems Mapping — $750–$1,500 (project)
This is where your business gets its “aha!” moment. Think of Systems Mapping as giving your operations a beautifully illustrated treasure map—complete with the dotted lines, the X‑marks‑the‑spot, and the “oh wow, that’s why things feel clunky” revelations.
You get a strategic deep dive that’s still totally accessible for small businesses, including:
• Process mapping — Untangling the spaghetti so your steps finally make sense.
• Workflow diagrams — A visual story of how your business actually moves (not how you wish it moved).
• Tool assessment — What’s helping, what’s hindering, and what’s just vibing without purpose.
• Clarity report — A crisp, confidence‑boosting summary that shows you exactly where to streamline, simplify, or upgrade.
Stabilization & Clean-Up - $500-1500 per month (1- 3 months)
This is your business’s “deep breath and reset” phase—the part where the chaos gets gently escorted out the door and everything starts behaving like it should’ve all along.
It’s a short‑term, high‑impact clean‑up designed to get your books, systems, and controls back on solid ground. You get the kind of behind‑the‑scenes magic that makes your future self want to send you flowers.
The work includes:
• Historical corrections — Fixing the “it’s fine, I’ll sort it later” moments from the past.
• Standardization — Bringing everything into one clean, consistent rhythm.
• Reconciliations — Making sure every number has a home and every home has the right number.
• Control setup — Putting guardrails in place so things stay tidy long after the clean‑up crew leaves.
Implementation of the Financial Operating System $1,000 – $2,500 (project)
This is the moment your business gets its “engine upgrade.” Not a tune‑up. Not a patch. A full installation of the financial operating system that keeps everything humming, syncing, and running like it finally got the memo.
It’s high value, high clarity, and still totally within reach for small businesses that are ready to stop duct‑taping their finances together.
The work includes:
• Automations — Let the robots do the boring stuff so you don’t have to.
• Workflows — Clean, repeatable pathways that keep your business moving without the chaos.
• Reporting rhythms — Your new financial heartbeat: steady, predictable, and actually useful.
• Dashboard setup — A clear, at‑a‑glance cockpit so you always know what’s happening under the hood.
Advisory & Ongoing Support $250 – $750 per month
This is your business’s “steady heartbeat”—the ongoing support that keeps everything clear, calm, and moving in the right direction. Predictable, approachable, and structured so you always know what you’re getting and what you’re paying for. No surprises, no overwhelm, just clean financial rhythm.
🌱 Essential — $250/month
Perfect for businesses that want the basics handled without fuss.
You get:
• Monthly reporting — Your numbers, neatly packaged.
• Email support — Ask questions without booking a call.
• Basic insights — The “here’s what matters this month” highlights.
It’s simple, steady, and keeps you in the loop without overcomplicating things.
🌿 Standard — $450/month
A sweet spot for owners who want clarity and a bit of strategic guidance.
You get:
• Reporting — Clean, consistent visibility.
• Insights — What’s working, what’s wobbling.
• Quarterly planning — A seasonal reset to keep you aligned.
• Light Advisory — A sounding board when you need one.
It’s clarity with a side of direction—without the pressure of weekly calls.
🌳 Premium — $750/month
For businesses ready to level up with ongoing strategy and proactive support.
You get:
• Reporting — Always up to date.
• Insights — Clear, actionable takeaways.
• Monthly strategy calls — Dedicated time to think, plan, and refine.
• Forecasting — See ahead instead of guessing.
• Priority support — You jump the queue.
It’s your financial command center—steady, strategic, and deeply supportive