Our three levels of services keep pace with your company’s growth and changing goals. We understand every company is different so we partner with you to learn your unique goals. We offer Foundational Toolkit Subscriptions for those starting their solo-preneurship, Structural Toolkit Subscriptions for those with a firm handle on their goals and are ready to scale, and Pinnacle Toolkit Subscriptions for those looking to build a corporate legacy.

Business Toolkit Comparison Chart

Foundational Toolkit

Who you are

-Ready to start your journey into small business ownership

-Solo-preneurs looking to expand their hobby into a true business

-Seeking to spend your time on your business specialty, not bookkeeping and numbers

What you get- starting at $150/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual business tax return preparation and filing
  • Entity selection support
  • QuickBooks Online subscription and reconciliation
  • QuickBooks Online training
  • Bi-Annual reviews

Structural Toolkit

Who you are

-Ready to make strategic decisions based on financial analysis

-Company wanting to focus on growth, not numbers

-Seeking to relieve yourself and staff members of tedious bookkeeping and payroll tasks through automation

What you get- Price: starting at $300/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual business tax return preparation and filing
  • Entire Foundational Toolkit
  • Quarterly reviews
  • Monthly financial reports
  • Online payroll subscription and management
  • Cash flow management

Pinnacle Toolkit

Who you are

-Ready to explore succession planning or business sale

-Business wanting to build cash reserves and maximize profitability

-Seeking CFO expertise without paying an extravagant salary

What you get- Price: starting at $700/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual business tax return preparation and filing
  • Both Foundational and Structural Toolkits in full
  • Monthly reviews
  • Accounts payable and receivable processing
  • On-Site operations review
  • CFO-for-hire services