Financial Clarity and Planning for Small Business Owners

Our services

Flat monthly pricing. No contracts. Cancel anytime.

Essentials

Owners who want oversight.

  • Monthly P&L Review

  • Identify possible ways to increase sales

  • Identify possible ways to reduce costs

  • Email summary with key takeaways and action items

$250/month

Planner

Owners who want to plan ahead.

  • Everything in Essentials +

  • Annual budget

  • Rolling 12-month forecast

  • Simple cash flow plan

$400/month

Growth Partner

Growth-minded operators.

  • Everything in Planner +

  • Monthly KPI tracking

  • Scenario modeling

  • Strategy check-ins

$600/month

Custom

Customized plan that fits your business goals.

Not every business fits into a box. If you run multiple locations, deal with a lot of inventory, or have unique financial challenges, we can build a monthly plan around what you actually need.

Whether it's deeper reporting, more hands-on support, or something in between—we'll tailor a setup that makes sense for your business and budget.

Varies

One-Time Setup Options

If you’re not ready for ongoing support but want a clearer picture of your finances and profitability, these project-based services are a great place to start:

Budget & Forecast Build — $500 flat

A custom 12-month budget and forecast tailored to your business goals. You’ll get a plug-and-play spreadsheet, a walk-through of how to use it, and a clear plan to guide your financial decisions.

Profitability Review — $300 flat

We’ll dig into your recent financials to spot where money’s being lost—underperforming products, bloated expenses, or missed pricing opportunities. You’ll walk away with a short, clear report and practical steps to improve your margins.