The right level of support for where you are right now.
We offer three levels of engagement - each building on the last - so your financial partnership grows as your business does.
TIER 01
Foundation
Accurate books and reliable reporting - the infrastructure every sound business decision is built on.
+ Monthly bookkeeping
+ Financial statement preparation
+ Organized, accurate records
+ Responsive support when you need it
TIER 02
Clarity
Everything in Foundation, plus regular advisory conversations that connect your numbers to your decisions.
+ Everything in Foundation
+ Monthly or quarterly advisory meetings
+ Financial performance review
+ Proactive guidance - we reach out first
+ Strategic planning support
TIER 03
Freedom
The full Numbers for Freedom™ experience - your business intentionally designed around the life you want to live.
+ Everything in Clarity
+ Freedom Number calculation
+ Business redesign around your goals
+ Pricing, margins & capacity alignment
+ Long-term life & business strategy
Pricing is tailored to your situation - because every business is different.
Schedule a call and we’ll discuss what’s best for you.
WHAT WORKING WITH US LOOKS LIKE
We show up consistently
Regular meetings - monthly or quarterly depending upon your needs - so nothing falls through the cracks between conversations.
We reach out proactively
You shouldn’t have to wonder if something in your numbers needs attention. We come to you - not the other way around.
We adapt to the moment
Sometimes direct and strategic. Sometimes explanatory and patient. We adapt to what you need in the moment.