Find the right plan
For You

Full invoicing and bill management — keep cash flowing and stop chasing payments.

• Invoice creation & tracking
• Collections follow-up
• Vendor bill management
• Aging & cash flow reports

$150–$400 / month

60-min strategy session with cash flow review and forward-looking guidance.

• Cash flow review
• Top priorities
• Forward guidance
• Action summary

$200–$300 / month

Proactive tax planning separate from filing. Find savings before year-end.

• Proactive planning
• Deduction optimization
• Entity structure review
• CPA notes

$250–$400 / session

Annual deep dive on margins, pricing, and profitability.

• Margin analysis
• Cash flow trends
• Opportunities & risks
• 90-day action plan

$500–$1,000 / year

Deploy AI tools confidently — from assessment to ongoing optimization.

• Opportunity assessment
• Tool selection & setup
• Workflow design
• Ongoing optimization

$500–$1,500 / engagement

Start right from day one — chart of accounts, software, first 90 days of books, and a strategy session.

• Chart of accounts
• Software setup
• First 90 days
• Strategy session

$500–$1,000 one-time

Behind on your books? Reconstruct missing months, reconcile accounts, get tax-ready fast.

• Reconstruct months
• Full reconciliation
• Resolve discrepancies
• Tax-ready on completion

$500–$2,000 one-time