Priced to your business, not a menu you do not fit.
You pick the services, we scope them to your real numbers. A lean business wanting deep insight can be less work than a busy one, so the price tracks the work. Every quote is confirmed before you commit, then it stays fixed.
Three inputs, one clear number.
- 1
The services you choose
Books & Insight, Cash Flow Control, or both. Keep your bookkeeper and take the analysis alone.
- 2
Your transaction volume
The biggest driver of the work.
- 3
Your complexity
Entities, locations, and how tidy the starting point is.
Pick your services, get a ballpark.
Ranges here. Your number follows your first Insight Report: the KPIs, margins, and trends that matter, in plain English, with what changed and why.
Your estimate
This is an estimate. Your exact quote comes from your first Insight Report.
Get your exact number- Fixed monthly fee
- No card to start
- Confirmed before you commit
Two services, priced on their own or together.
Taking both costs less than buying each on its own.
Pricing questions, answered.
Why don't you list fixed prices?
Because one number would mislead. Two businesses with the same revenue can be very different amounts of work, so the page shows ranges and your quote is exact.
What decides my price?
The three inputs above: services, monthly transactions, complexity. Nothing else, no plan tiers.
Do I have to replace my bookkeeper?
No. Switch bookkeeping off in the estimate and we do the analysis on their books, priced accordingly. The one rule: the books have to be clean.
Will my price change over time?
No. It is a flat monthly fee, with no metering and no surprise adjustments at month end. It changes only if you add or remove a service.
What about one-off projects?
Cleanup, QuickBooks setup, financing-ready packages, multi-entity setup, and expense reviews are One-Time Services, scoped and quoted on the real work. No retainer.
What if I want to stop?
You can. It runs month to month, and either side can end it at any time with 30 days' written notice by email. No reason needed, no exit fee, no minimum term. We finish the month in progress and deliver its reports, you settle anything already due, and that is it. Billing is monthly in advance, by invoice or automatic card payment, whichever we agree. You keep every report we have sent you, and we give up our access to your books.
Get your number, and see what your books say.
Your first Insight Report is on us: one month of your numbers explained, and the price that fits.
Read-only access, no obligation either way.