Strategic Support for Growth-Minded Owners
Clarity at Every Stage-
Designed for the business owner who has a CPA but wants to eliminate tax-season chaos. This service acts as the professional filter that keeps your records pristine.
What’s Included:
• Monthly Ledger Categorization: Consistent cleanup in QuickBooks to ensure accuracy.
• Quarterly "Tax-Ready" Audit: Pre-emptive entry reviews so your CPA has zero follow-up questions.
• Secure Document Vault: Centralized, encrypted document storage via Ahsuite.Pricing: $500 – $750 / month
The Value: Eliminates expensive year-end "Cleanup Fees" from your CPA and ensures every possible deduction is captured in real-time.
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Our most popular service. This combines core bookkeeping with active monitoring of your capital across various asset classes.
What’s Included:
• Everything in the CPA Bridge.
• Resource Allocation Tracking: Monthly updates to a custom dashboard tracking cash, index funds, and digital asset positions.
• Monthly Video Review: A 5-minute personal OBS walkthrough analyzing your current financial health.
• Payroll Management: End-to-end technical execution of team compensation.Pricing: $1,000 – $1,500 / month
The Value: This is "Fractional Controller" territory. We manage the pulse of your capital so you can stay focused on your zone of genius.
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Reserved for high-growth businesses that require a dedicated financial partner on speed dial.
What’s Included:
• Everything in the previous tiers.
• 24/7 Priority Access: Direct portal messaging for urgent financial inquiries.
• Bi-Weekly Allocation Audits: High-frequency monitoring for businesses in high-growth or high-risk environments.
• System Infrastructure Setup: Full build-out of legal and financial infrastructure, including Terms of Service and Privacy Policy pages.Pricing: $2,500+ / month
The Value: Total financial peace of mind with a partner who scales alongside your infrastructure and strategy.