Get Your Fixed Price and a Plan for Your Books
A free 15‑minute call. We'll look at how your books run today and tell you straight what's working and what isn't. If we're not the right fit, we'll say so.
You leave with three things:
- 1Your exact monthly price, in writing within 24 hours.
- 2The two or three things in your books that need fixing first.
- 3Your onboarding plan: what we need from you, and when your first monthly close lands. Onboarding takes 4 to 6 weeks.
Why start now?
Because the decisions don't wait. Ad spend, inventory, pricing, the next hire: you're making those calls every month anyway. Clean books and a monthly report that explains what changed and why let you make them on real numbers instead of the bank balance.
CPA-led, with 25+ years of finance leadership. Every close quality-checked in North America.
This is what Growth clients get every monthSample Growth plan report, fictional companyWe integrate with modern finance platforms like QuickBooks Online, Xero, Dext, and A2X, so your financial data stays accurate, organized, and ready when your CPA or investors need it.
Pick a time
Calls run weekday evenings and weekends, Eastern time, so we don't pull you out of your workday.
Prefer to call? (888) 837-1233
None of these times work?
Tell us what does and we'll reply within one business day.