Every package includes bookkeeping, reports built for your business, Arveo, and a monthly call with your CFO. The difference is how often the books close and how much forecasting sits on top. Prices are the prices — no quotes, no haggling.
Books closed every month, reports built for your business, Arveo, and a monthly CFO call. The right start for most owner-led businesses that have a bookkeeper today and nobody to talk to about the report.
Everything in Monthly Clarity, with the books closed every two weeks, a rolling 13-week cash-flow forecast, and a KPI check every two weeks. Built for businesses where three jobs stack, a big invoice pays late, and payroll lands in the same week.
Everything in Cash Control, with the books closed weekly, AR and AP oversight, and a weekly touchpoint. The whole finance function — bookkeeper, controller, CFO — without the hires.
Five business days inside your books — the trailing twelve months — ending with a one-page list of what a CFO would fix first and the package we'd recommend. Credited to your first month if you continue. If you don't, you still know exactly where the money went.
The Diagnostic covers the trailing twelve months. Anything older is reconstructed and reconciled at $300 per month of history, quoted after the Diagnostic so there are no surprises. Behind two years? That's $3,600 for the extra twelve, and you start from a clean line.
Every transaction categorized, every account reconciled, and a closed set of books your CPA can file from.
Tax preparation and filing. We hand your CPA clean books; they do the return.
No proposal decks, no discovery sequence. A 15-minute call, a five-day Diagnostic, a package, and then we run it.
Free, 15 minutes with Jason. Bring your P&L or your bank balance.
$1,500, five business days. One-page fix list and a package recommendation.
Monthly Clarity, Cash Control, or Finance Department.
Books closed on schedule, Arveo on, a CFO call every month.
