Data problem
Data problem
Books are stale, unmapped, inconsistent, or not decision-ready.
Services
Buy the system before you buy advice.
Start with the app and included activation. Add people only when the bottleneck is cleanup, judgment, cadence, or build work.
Constraint finder
01
Numbers unclear
Finance ops
02
Rules unclear
Activation
03
Decision unclear
Advisory
04
Workflow broken
Build work
App first
Help second
No theater
Executive lens
The right service depends on what is actually broken.
Rule problem
Rule problem
The owner has no written standard for budget drift, cash, owner pay, or lead spend.
Judgment problem
Judgment problem
The tradeoff is real enough to deserve an advisor conversation.
System problem
System problem
The workflow, website, report, automation, or internal tool is holding the business back.
Core
The self-serve finance operating system with included activation.
$250/mo
save $1,150
Pro
Core plus automation and a first operating review.
$500/mo
save $1,450
Foundation
Pro plus a monthly CFO review rhythm.
$1,500/mo
save $1,850
Active
Biweekly CFO partnership with quarterly planning.
$3,500/mo
save $2,400
Embedded
Full fractional CFO support on top of the app.
$7,500/mo
save $1,950
Layer 01
Core operating system
The reusable finance engine: QuickBooks trust, mapping, budgets, targets, cash floor, owner pay, and plan-vs-actual.
Layer 02
Activation and automation
Every paid plan includes setup help. Pro and above add first-review support plus alerts, memos, and operating rules.
Layer 03
Advisory cadence
Monthly, biweekly, weekly, quarterly, and annual sessions when the numbers expose tradeoffs that deserve structured judgment.
Layer 04
Finance operations
Quoted close support, cleanup, and data hygiene when the constraint is whether the books can be trusted.
Layer 05
Build work
Quoted web, automation, custom report, or workflow projects when the bottleneck is a system, not more commentary.
Catalog-backed services
Practical help when the app exposes the real constraint.
Finance operations
Bookkeeping
Monthly close, clean books, vendor reconciliation. Priced per customer based on transaction volume.
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Advisor support
Hourly retainer
A block of advisor hours, drawn down as you need them. No call required to use it.
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Projects and build work
Planning & strategy
Annual plans, quarterly themes, scenario modeling. Built together, not handed to you.
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Acquisition and sale support
Practical support around buying, selling, diligence, structure, and negotiation when an owner needs another operator at the table.
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Custom software
Internal tools, dashboards, integrations. Same team that built this platform.
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Web design
Marketing sites and landing pages built around clear positioning, conversion, and the actual service business behind the page.
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Tech consulting
Vendor selection, ops tooling, automation, AI integrations. Practical, not theoretical.
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How to choose
The service should match the bottleneck.
If the numbers are unclear
Start with mapping, close support, and trust gates.
If the rules are unclear
Use setup for budgets, cash floors, owner pay, and review rhythm.
If the decision is unclear
Use advisory to pressure-test tradeoffs and commit to next action.
If the workflow is broken
Use build work for the website, automation, reports, or internal tools.
Start with the system
If the app solves it, do not buy advisory.
If setup, cleanup, cadence, or build work would save weeks of guessing, add the human layer deliberately.