Built around clarity, flexibility, and staying with you for the long term.

The Financial Clarity Assessment is where every client relationship begins. It's a conversation — typically 60 to 90 minutes — where we ask about your business, your current financial setup, and what's working or not working about the way you handle accounting today.

We're not pitching. We're listening. After the conversation and review, we'll deliver a clear recommendation — whether that's Foundation cleanup, an ongoing Fundamentals engagement, a Financial Advisory Project, or something else entirely.

Most accounting firms charge based on guesswork or standard pricing tiers. We don't price your relationship until we understand your situation. That single decision changes everything about how we work together.

We're not guessing at your complexity. We're not padding scope to protect ourselves. We're building the right relationship for your actual business.

If your books need cleanup or setup work, we'll scope a Foundation project. If they're already in good shape, we'll move straight into an ongoing Fundamentals engagement. If you need help with a specific situation, we'll connect you with the right Financial Advisory Project.

And if we're not the right fit — if your situation calls for something we don't do, or if another firm would serve you better — we'll tell you that too.

Foundation is a project-based engagement designed to get your books into good shape before we begin an ongoing relationship. It's not maintenance work. It's the work that makes maintenance possible.

Every Foundation project is different because every business comes to us with different problems. Some need a full cleanup. Some need better systems. Some just need a proper setup in the right software.

You need Foundation work if your books have gaps, errors, or inconsistencies that would make an ongoing engagement inefficient or ineffective. This includes:

Books that are accurate, up to date, and organized in a way that makes sense. A system that works for your business instead of against it. And a team that knows your history, your setup, and your goals — ready to keep things running smoothly going forward.

Fundamentals is your ongoing monthly engagement. It's the work that keeps your books accurate, your reports useful, and your financial decision-making grounded in reality.

We offer three tiers — Collaborate, Core, and Concierge — each designed for a different level of involvement. Choose the one that fits your business today. You can adjust later if your needs change.

Enhancements are optional add-ons that extend your Fundamentals engagement. Most enhancements are available at Core and Concierge tiers only. Tax preparation is available at all tiers (available for Collaborate tier after satisfactory review is completed).

Fundamentals covers your ongoing accounting needs. But when specific situations arise — cash flow problems, pricing decisions, tax planning, major business decisions, recovery needs, or launching something new — we offer targeted Financial Advisory Projects designed around those exact situations.

These are standalone engagements separate from your Fundamentals: Monthly Accounting relationship. They're designed to help you solve a specific problem or make a specific decision.

Financial Advisory Projects are standalone engagements designed to help you solve a specific problem or make a specific decision. They're not part of your ongoing Fundamentals engagement. They're targeted work for situations that need more than a monthly check-in.

Each consultation type is built around a real business situation — not a generic service category. We help you diagnose the problem, understand the options, and build a plan to move forward.

Each consultation type covers multiple specific situations. A Cash Flow & Profit Consultation addresses everything from "my reports show profit but there's nothing in the bank" to "I haven't raised my prices in years and I'm afraid to." Browse the full library to find the situation that matches yours.