Fundamentals

Ideal for: Solopreneurs, freelancers, and very small businesses (0-50 transactions/month)

Services Included:

Monthly bank reconciliation (up to 2 accounts)
Transaction categorization and recording
Monthly financial statements (P&L, Balance Sheet)
Basic cash flow tracking
Email support with 48-hour response time
Quarterly business review call (30 minutes)

You'll Know: Whether you made money last month, what you owe, what you're owed, and that your books are ready for tax time.

Growth

Ideal for: Established businesses running multiple jobs who want to understand which work is actually profitable and how to manage cash flow like a pro.

What's Included:

Everything in Foundation, plus the insights and guidance that turn good contractors and motivated entrepreneurs into highly profitable business owners.

Job costing analysis and review – We break down the real profitability of each job and job type, so you know where you're making money and where you're leaving it on the table
Weekly cash flow monitoring – Get a quick check-in every week on your cash position, upcoming bills, and receivables so you're never caught off guard
Monthly business performance call – A 30-minute call where we review your numbers together, answer questions, and discuss what's working
Key performance tracking – We monitor the metrics that matter: labor efficiency, gross profit margins by job type, overhead recovery, and more
Quarterly strategic review – Every quarter, we sit down for a deeper dive into trends, opportunities, and areas for improvement
Priority phone and email support – Get answers faster when you need them

You'll Know: Which types of jobs make you the most money, whether you can afford that new truck or hire, and how to avoid the cash crunches that stress out most contractors and small businesses.

Professional

Ideal for: Growing businesses, e-commerce, or companies with inventory (200-500 transactions/month)

Everything in Growth, plus:

Up to 6 bank/credit card account reconciliations
Inventory tracking and COGS management
Multi-state sales tax management
Custom financial reporting and KPI tracking
Cash flow forecasting (3-month rolling)
Bi-weekly business review calls
Phone support with 12-hour response time
Vendor management and bill payment assistance
Job costing or project profitability tracking
Quarterly strategic planning session (90 minutes)

You'll Know: Exactly how much you can pay yourself, when to hire (and when not to), which opportunities are worth pursuing, and how to build a business that grows profitably and sustainably.