FROM FOUNDATIONS TO FINANCES
FROM FOUNDATIONS TO FINANCES
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You run the day to day,
We provide the professional oversight.
1. Monthly Advisory Tiers
All monthly plans include a dedicated Freshbooks partner portal and
ongoing "lender-ready" oversight.
Tier 1: THE SELF MANAGED OWNER
Tier 1: THE SELF MANAGED OWNER
Best for: The solo contractor or "glove-box" starter.
• Monthly Bank Reconciliations
• Review of Client-Entered Transactions
• Month-End Adjusting Journal Entries
• "Ask Me Anything" Email Support
• Year-End Tax-Ready Financials
$250 - $400 / mo
Tier 2: THE EMPOWERED OWNER
Tier 2: THE EMPOWERED OWNER
Best for: Growing teams with multiple active job sites.
• All Tier 1 Features Plus
• Monthly 1-on-1 Strategy Call
• Project Profitability Review
• Budget vs. Actual Analysis
• Loan Readiness Monitoring
$600 - $900 / mo
Tier 3: THE GROWTH PARTNER
Tier 3: THE GROWTH PARTNER
Best for: Established firms looking for a fractional CFO
All Tier 2 Features Plus
Bi-Weekly Financial Sync
Commercial Loan Strategy
Cash Flow Forecasting
Entity-Wide Consolidated Reporting
$1200 + / mo
Not Ready For Monthly Advisory?
Let's at Least Get Your Foundation Right.
2. The "On-Ramp" (One-Time Setup)
The FreshBooks Self-Starter - Option A : $495.00
Custom Setup: Sales tax, Bank Integration, Chart of Accounts, and up to three "Project" shells built by an EA.
The 30-Minute Handover: A 1-on-1 walkthrough so you know exactly how to use the app on-site.
Clean Out the "Shoebox" today, so your tax season is a breeze tomorrow.
Note: Client's pay their own FreshBooks' Subscription.
The FreshBooks Self-Starter - Option B : $950.00
Everything in Option A
Plus Uploading the last 3 Months of Data.
Plus a "Mini-Audit" of Your Current Tax Structure to get you started on the right foot.
Note: Client's pay their own FreshBooks' Subscription.
3. Strategic Professional Services
High-level expertise for specific business milestones.
Tax Preparation & Planning: An Enrolled Agent provides year-round strategy to minimize your liability and maximize your reinvestment.
Commercial Loan Support: We organize your "Lender-Ready" packet to help you secure equipment financing or lines of credit.
Entity Restructuring: Analysis of your business structure (Sole Prop vs. S-Corp) to ensure you are optimized for growth.
Why Our Pricing Works for You:
Why Our Pricing Works for You:
1. No "Hidden" Software Costs
As a FreshBooks Partner, we help you choose the right subscription level so you aren't paying for features you don't use. Your data is always yours, hosted on the most intuitive platform for builders.
2. The "Loan Ready" Guarantee
Unlike generalist firms, our Empowered and Growth plans include "Loan Readiness." This means your Balance Sheet and P&L are always in a format that commercial lenders love. When a property deal pops up, you’re ready to move in hours, not weeks.
3. Focus on Net Profit, Not Just Revenue
We don't just count your money; we analyze your margins. We’ll show you which zip codes, project types, or properties are actually driving your wealth.
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