Want a fast answer? Start with a $250 Real Rate Check and know your real number in 48 hours. Want the full picture? Start with a free 15-minute call and a Books Health Check. Either way, you only pay for what your business needs.
01 / THE FAST FIRST STEP
Know your real number in 48 hours.
Most owners set their prices once and never check them again. Meanwhile wages, insurance and rent keep climbing. The Real Rate Check shows you what your work costs today, and whether your prices still cover it.
No logins to your books. Answer a few questions, send last month's payroll summary and P&L, and you get one page back in 48 hours.
What an hour of work, or one member, really costs you
Your break-even price
What today's prices leave on the table each year
Three ways to close the gap
A 20-minute call to walk through it
If it doesn't show you something worth more than $250, you get your money back. Credited toward a Books Health Check if you book one within 30 days. Five spots a month.
Think of a truck making a weird noise. A good mechanic doesn't quote you a $3,000 repair before popping the hood.
The Health Check is the diagnostic. I look at everything and tell you straight what's going on. The Cleanup is the repair. I do the work and hand back books that tell a clean story.
Some owners find out they're in good shape. Others find out why the bank account never matches the busy schedule. Either way, you stop guessing.
03 / WHAT I OFFER
IBooks Health Check$500 FOUNDING RATE · ABOUT ONE WEEK
Read-only access to your books and bank. I go through everything, then we sit down, go over where you stand, and set your goals.
Are you truly making money?
What's broken, missing, or behind
Your goals for the next 12 months, set together
An up-front cleanup quote and a recommended monthly tier
Credited toward cleanup or monthly service. If I don't find at least $500 in mistakes, missed money, or things costing you more than they should, you get your $500 back. Founding-client rate for my first five clients.
IICatch-Up & CleanupQUOTED UP FRONT · ONLY IF NEEDED
For books that are months behind, especially with a tax deadline, a loan application, or a CPA chasing you.
Every account reconciled
Every transaction categorized
Business and personal spending separated
CPA-ready financials, ready for your first Roadmap
Quoted up front after your Health Check, once I've seen what's there. If I find more than expected, I'll tell you before doing any extra work. Half to start, half on completion.
IIIMonthlyTHREE TIERS · FROM $650/MO
Clean books every month, and a visual roadmap to where you're going.
Books kept current and reconciled
Your Monthly Roadmap by the 15th: 3 numbers, 2 decisions, 1 checkpoint
A monthly call to walk through it
Questions answered in between
Clean Books, Roadmap or Partner. Your Health Check recommends the right fit. 30 days' notice to cancel.
04 / MONTHLY TIERS
Pick how far ahead you want to see.
Every tier keeps your books clean. The higher you go, the more of the road ahead you see. Your Health Check tells us which one fits.
Partner
FROM$2,500/month
“A finance partner in your corner every week.”
Everything in Roadmap
13-week cash forecast, updated weekly
Annual plan and budget, tracked every month
“What if” numbers for big calls: hiring, pricing, a loan
Monthly planning session plus a quarterly strategy day
Works with your CPA and your banker
Same-day replies
MOST OWNERS PICK THISRoadmap
FROM$1,250/month
“Know your numbers. Hit your checkpoints.”
Everything in Clean Books, closed by the 10th
Your Monthly Roadmap by the 15th
45-minute walk-through every month
90-day cash outlook
Profit-leak review every quarter
Payroll and sales tax kept on track
Call or text, answered in 1 business day
Clean Books
FROM$650/month
“Books done right, on time, every month.”
Books reconciled by the 15th
One-page snapshot: your 3 numbers to watch
20-minute call each quarter
CPA-ready year-end package
Email replies in 2 business days
Starting prices. Each tier covers a set monthly volume, and bigger books move up a tier. Founding clients lock their monthly rate for 24 months. Prepay the year and get 12 months for the price of 11.
05 / HEALTH CHECK VS. CLEANUP
Related, but not the same job.
Health Check
Catch-Up & Cleanup
QUESTION IT ANSWERS
“What's going on?”
“Can you fix it?”
WHAT I DO
Look, diagnose, explain
Do the clean-up work
WHAT YOU GET
A clear picture and a price to fix it
Clean, CPA-ready books
PRICE
$500, credited if you continue
Quoted up front
WHO NEEDS IT
Everyone who wants ongoing help
Only if the Health Check says so
06 / WHAT I DON'T DO
Clear lines, no surprises.
Tax returns. I work alongside your CPA, never instead of them.
Audits or formal CPA reports
Investment or legal advice
Paying your bills or moving your money. I never touch your bank account.
07 / QUESTIONS OWNERS ASK
Real Rate Check or Health Check?The Rate Check answers one question fast: do your prices cover what your work costs? The Health Check goes through your whole set of books. Plenty of owners start with the Rate Check, and the $250 counts toward a Health Check within 30 days.
Do I need to be on QuickBooks?I work in QuickBooks Online. If you're on spreadsheets or nothing at all, I'll help you get set up as part of the cleanup.
Do you touch my money?No. I work in your books, but I only ever have read-only access to your bank. I never pay your bills or move your funds.
What if my books are a disaster?That's what the Health Check is for. No judgment! You'll get a straight read on where things stand and an up-front quote to fix it.
Do you do my taxes?No. I get your books clean and organized so your CPA can file faster and with fewer questions. Usually that means a smaller CPA bill, too.
CRUCIBLE& STONE