Explore Monthly Packages
The Clarity Monthly
Monthly Essentials Package
Financial clarity that empowers + Operational ease that frees you.
This package gives you the essential financial clarity and operational support your business needs every month. It keeps you informed, aligned, and empowered — while freeing you from the day-to-day financial admin.
IncludedBookkeeping
Decision-Ready Financial Books
Clean, accurate books that empower confident decisions, supported by monthly reconciliations for dependable clarity.
Accounts Payables
Stress-Free, On-Time Bill Management
Reliable bill payments (up to 25/month) that protect vendor relationships and streamline your payables process.
Accounts Receivables
Faster Cash Flow & Clarity
Prompt, polished invoicing (up to 25/month) designed to accelerate incoming payments.
Overdue Invoice Management
Faster Payments With Proactive Invoice Management
Monthly aging insights and thoughtful follow-up that help reduce overdue balances and improve cash flow.
1099 Management
Hassle-Free Year-End Compliance
Efficient, accurate handling of workers’ comp audits and 1099s so you stay compliant without lifting a finger.
Check-ins / Report-Outs
Clarity-Boosting Financial Check-Ins
Monthly financial review meetings with our team that keep you aligned, informed, and growth-focused.
Our Signature Monthly Package
Propel your growth.
This next-level offering builds on the Clarity Monthly to give you more time, freedom, and transform your finances into a strategic roadmap for growth. We handle the details while empowering you to lead your business with ease and intention.
The Echo Project →
IncludedInitial Consultation
Brainstorming Session
Collaborative Planning
Customized Deliverables
Multiple Feedback Rounds
Actionable Recommendations
Post-Project Support
Advanced Service
The Brightline Project →
IncludedInitial Consultation
Brainstorming Session
Collaborative Planning
Customized Deliverables
Multiple Feedback Rounds
Actionable Recommendations
Post-Project Support
Recommended“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
Get In Touch
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