White glove financial services
Your business, expertly managed.
Bookkeeping, payroll, and advisory services built for business owners who are serious about what they're building.
Sound familiar?
You started a business to build something — not to spend Sunday nights on spreadsheets.
Most business owners are doing three jobs at once: running their company, managing their finances, and trying to stay compliant. It works — until it doesn't.
- Books that are months behind and growing more tangled every week
- Payroll stress every pay period — hoping nothing gets miscalculated
- No real visibility into whether the business is actually profitable
- Making big decisions on gut feeling instead of real financial data
I wish I'd done this sooner. I didn't realize how much mental energy I was spending on finances until I didn't have to anymore.
— Clarity Suite client, 14 months in
Our plans
Choose your level of clarity
Every plan includes a dedicated advisor and white-glove onboarding. Pricing based on business size.
Tier I
The Foundation
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
Tier II
The Clarity Suite
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
Tier III
The Gold Standard
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
Client results
What financial clarity actually feels like
I didn't realize how much mental energy I was spending on my own books until I didn't have to anymore. Within 30 days I had my weekends back.
Marcus T.
The Foundation · Retail
The quarterly advisory sessions changed how I run my business. For the first time, I actually understand my numbers — and I'm making decisions based on data, not gut feeling.
Priya S.
The Clarity Suite · Consulting
Having a fractional CFO in my corner without the six-figure salary is a game-changer. We've grown 40% this year and I know exactly where every dollar is going.
Damon W.
The Gold Standard · Construction
Ready to get started?
Your finances,
finally handled.
Book a free 15-minute intro call. We'll learn about your business and recommend the right plan — no pressure, no pitch.
Book a free call