Every tier — including the first — comes with interpretation, not just data entry. The difference between tiers is how deep the insight goes and how much of the thinking we do together.
The essentials, done properly, plus the thing most bookkeepers skip: telling you what it all means. Your books close every month, and you get a Signal Report in plain English instead of a raw export.
Everything in Foundation, plus the analysis that answers your actual questions. Which jobs make money. Which customers cost you. Whether the cash supports the move you're considering. We meet monthly and decide together.
Most small businesses are worth less than their owners think — not because the work isn't good, but because the numbers can't prove it. This tier is a standing advisory engagement focused on building provable value: documented margins, reduced owner-dependence, and financials that survive due diligence.
A note on pricing: every business's books are in a different state, so quoting a flat rate before seeing yours would be guessing. The Health Check is free precisely so the quote you get is real.
Thirty minutes, your current books, and an honest written read on where you stand. If we're not the right fit, you keep the findings.
NO OBLIGATION · WRITTEN FINDINGS ARE YOURS EITHER WAY