White glove service
Choose your level of clarity
Every plan includes a dedicated advisor and white-glove onboarding.
Tier I
The Foundation
$300
/ month
Clean books and flawless payroll — the operational backbone every growing business needs.
What's included
- Full-service monthly bookkeepingReconciliation, categorization & financial statements
- Payroll processing & complianceW-2s, 1099s, direct deposit & tax filings
- Dedicated bookkeeping advisorOne point of contact, always in your corner
- Monthly P&L, balance sheet & cash flowClean reports delivered on schedule
- Secure cloud document vaultAll records organized and accessible anytime
Most popular
Tier II
The Clarity Suite
$500
/ month
Everything in Foundation, plus hands-on advisory to keep your business running at its best.
Everything in Foundation, plus
- Quarterly business advisory sessionsReview KPIs, cash flow trends & growth priorities
- Cash flow forecasting & monitoringKnow what's coming before it arrives
- Vendor & contractor payment oversightAP management and 1099 preparation included
- Payroll scaling supportAdd employees, adjust structures — we handle it
- Custom financial dashboardReal-time visibility into your numbers, built for you
Gold tier
Tier III
The Gold Standard
$1,200
/ month
Elite, fractional-CFO-level partnership — strategic insight woven into every layer of your business.
Everything in Clarity, plus
- Fractional CFO advisoryExecutive-grade financial strategy and guidance
- Monthly strategy & performance callsProactive check-ins to keep decisions ahead of the curve
- Budget creation & variance analysisSet targets, track performance, course-correct early
- Growth & profitability planningHiring, expansion, and capital decisions backed by data
- Priority access & same-day responseYour advisor is reachable when decisions can't wait
All plans include white-glove onboarding · Cancel anytime