Monthly pricing depends on the financial work we are responsible for and how closely you want us involved.
Within your first 90 days, we’ll identify and quantify opportunities to improve profit, reduce unnecessary costs, protect cash, or make a better financial decision.
If we can’t show enough measurable value to justify our fee, we’ll refund your first month.
We keep your financial information organized, current, and useful, and stay familiar with the systems and day-to-day activity behind the numbers.
Learn more →We help you understand what’s changing, where profit or cash is getting squeezed, and what you can do about it, so you don’t have to figure it out alone.
Learn more →Before you borrow, hire another crew, buy equipment, change pricing, or expand, we run your numbers to understand what the business can responsibly support.
Learn more →EmphasisBooks nobody trusted
$599Engagement monthly
The books were four months behind and split across a personal card, so nothing tied out. We brought QuickBooks current, separated the accounts, and now the owner opens one report a month that says what came in, what it cost, and what is left.
EmphasisGrowth without profit
$1,500Engagement monthly
Revenue was up a third on the year and the bank balance was not. We connected Jobber to the accounting so maintenance routes and one-off installs could be read apart, and found the install work was carrying the crew time. Pricing moved, and so did the margin.
EmphasisLabor and cash timing
$2,250Engagement monthly
Five trucks, payroll every two weeks, and receivables that arrived whenever they arrived. We put job costing behind the service board, tracked labor against billed hours, and built a cash calendar the owner checks before committing to a hire or a truck.
EmphasisNo finance leader
$4,000Engagement monthly
The bookkeeper stayed; what was missing was someone reading the results. We took over reporting and forecasting, tracked contract profitability building by building, and sit in on the decisions — renewals, equipment, the next region — before they are made.
Already have reliable accounting? We can work with your existing bookkeeper instead of charging you to replace them.
See how accounting is priced →| Simple | Growing | Established | |
|---|---|---|---|
| Best fit | Owner-led service business | Employees or multiple crews | More complex operation |
| Starting at | $599/mo | $1,000/mo | $1,650/mo |
| Example setup | QBO + bank + cards | QBO + payroll + Jobber or HCP | QBO + payroll + FSM + financing |
| Reconciliation | ✓ | ✓ | ✓ |
| Financial statements | ✓ | ✓ | ✓ |
| Payroll reconciliation | — | ✓ | ✓ |
| Field-service system reconciliation | As needed | ✓ | ✓ |
| Owner reporting | Standard | Enhanced | Enhanced |
| Job costing support | — | As needed | ✓ |
| Monthly close | ✓ | ✓ | ✓ |
We scope setup work before starting so you know what it will cost.
Hiring, borrowing, equipment, pricing, expansion, and other financial decisions vary based on the question and the information available.
We agree on the scope and price before doing the work.
Explore Financial Decisions →You do not need the biggest package. If the financial foundation is all you need right now, we start there. If you already have good accounting, we work from it. If the business gets more complicated, the relationship can grow with you.
Tell us a little about the company, the systems you use, and what you want help with. We’ll recommend the right starting point and give you a clear price.