Client accounting & advisory services
One model. Three levels of clarity.
Every package is built on the Cash Clarity Model. The difference is how deep we go, and how often we sit down with your numbers together.
Build clarity
Financial Foundation
$795starting at, per month
For growing businesses that need accurate books and reliable financial clarity.
- Monthly financial clarity reports, by the 20th
- Monthly report review through email
- Accurate monthly bookkeeping
- Payroll services (for teams)
- 100% paperless onboarding & app setup
- Setup of your custom Cash Clarity Model
- Email & portal support, 5-business-day response
QBO · Gusto
Use clarity to make better decisions
Financial Clarity
$1,395starting at, per month
For established practices that want confidence in their cash flow, taxes, and business decisions.
- Everything in Foundation, and:
- Reports by the 15th, reviewed monthly with Loom
- Quarterly strategic financial review
- Annual proactive tax planning
- Quarterly KPI + cash flow dashboard
- Email, portal & Loom support, 3-business-day response
QBO · Gusto · Holistiplan · Fathom
Turn clarity into strategic growth
Financial Growth
$3,150starting at, per month
For owners who want an ongoing strategic financial clarity partner.
- Everything in Clarity, and:
- Reports by the 10th, reviewed monthly on Zoom
- Custom strategic growth plan
- Monthly strategic review & KPI dashboard
- Quarterly proactive tax planning
- Provider profitability analysis
- Revenue by service line & capacity review
- Priority same-day support
QBO · Gusto · Holistiplan · Fathom · Bill.com
Optional add-ons
Tailor any package.
Available on every tier, scoped and priced during your discovery call.
- ✦ AP management
- ✦ AR management
- ✦ Specialized reporting
- ✦ Inventory management
- ✦ Sales tax filing
Not sure which tier fits?
Take the 60-second service match quiz, or bring the question to a discovery call. We'll figure it out together.
Looking for tax preparation only? It's offered separately →