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support to help your business at every level

Service Levels

300/mo+

level one service level

pulse

understand your business trajectory like never before

  • Monthly financial dashboard

  • Predictive forecasting

  • Industry benchmarking

  • Basic KPI monitoring

strategic

level two service level

pulse +

quarterly strategic business advice & guidance

minimize your taxes

  • Owner & business tax preparation

  • Annual strategic tax planning

900/mo+

level three service level

tactical

strategic +

streamline your bookkeeping

make payroll easy

Advanced KPI monitoring

2,000/mo+

level four service level

operational

tactical +

monthly strategic business advice & guidance

online, secure bill pay

cash flow monitoring

scenario building & micro forecasting

weekly financial scorecard

3,000/mo+

Fully Transparent Pricing

our process

Discovery call

diagnosis

solutioning meeting

1

sign agreement

service kick-off

2

3

4

5

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