OUR SERVICES
Build a strong foundation for growth for your service business
Basic Compliance
Starting at $249
Who it’s for:
Very small or early-stage businesses
Businesses that want visibility into profits per type of service (monthly cleaning, repairs, filter cleans)
Owners who mainly care about staying organized for tax time
What’s included:
Categorization of bank and credit card transactions
Monthly bank and credit card reconciliations
Standard monthly reports:
Profit & Loss
Balance Sheet
Brief email summary each month (key numbers + anything unusual)
Reports delivered by around the 20th of the month
Business Insights
(Most Popular)
Starting at $399
Who it’s for:
Growing businesses that care about profitability and trends
Owners who want to clarity on business health but prefer not to have a monthly meeting
What’s included:
Everything in Basic Compliance, plus:
A standard monthly “management report pack”:
Profit & Loss
Balance Sheet
Accounts Receivable aging (if applicable)
Accounts Payable aging (if applicable)
Short video walkthrough each month:
What changed vs last month
Highlight trends, actions to take, and red flags
Simple, plain-English commentary
Reports and video delivered by around the 15th of the month
Optional 30-minute quarterly meeting for questions and options
Finance Partner
Starting at $799
Who it’s for:
Established businesses with real spend on payroll, vendors, and tools - growing companies with 5 or more trucks and hundreds of clients
Owners who want to improve their financial systems, not just record history
Businesses that benefit from regular face time with someone who understands their books and their processes
What’s included:
Everything in Business Insights, plus:
Monthly Zoom call to:
Walk through the results and answer your questions
Discuss any trends or concerns you’re seeing
Decide what to keep an eye on next month
Policy and workflow support, such as:
Basic capital expense / capitalization policy (what gets capitalized vs expensed)
AP workflow design (including use of automation of approvals and payments)
Simple AR follow-up workflows (who follows up, when, and how)
Priority reporting window:
Reports & video typically delivered by around the 10th of the month
Priority email support for finance/bookkeeping questions
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