Memberships, not packages.
You don't hire us for a service and file it away — you join a system and travel with it. Every tier includes everything below it, and as you climb the ladder the difference isn't more bookkeeping. It's more leadership access.
Foundation Membership™
“I trust my financial foundation.”
- Monthly bookkeeping
- The Financial Command Center™ — your live dashboard
- Monthly Executive Intelligence Brief™
- Email support
For businesses establishing reliable financial systems.
Growth Membership™
“I understand what my business is telling me.”
- Quarterly Executive Navigation Sessions™
- A quarterly Navigation Map™
- Cash-flow forecasting
- KPI tracking & review
- Strategic planning support
For businesses actively scaling, ready to make better decisions.
Leadership Membership™
“I'm leading.”
- Executive Guidance™ — continuous access + monthly Executive Strategy Calls
- Annual Business Navigation Review™
- Scenario planning & strategic financial modeling
- Budget planning & CFO-level guidance
- Priority access
For established companies and owners leading growing organizations.
Every membership starts with a $495 Business Navigation Review™, credited to your first month. Final scope is confirmed with you in the Review — no guesswork, no pressure.
Where are you today?
Start with Foundation
If your books aren't yet clean, current, and trusted, start here. Everything else in the system is built on a foundation you can actually rely on.
Move to Growth
When the foundation holds and you're ready to make sharper calls, add forecasting, KPIs, and a quarterly strategy rhythm with your Executive Guide™.
Step into Leadership
When you're leading a growing organization and want a CFO-level partner in the room, step up to continuous guidance and annual planning.
Payroll and cleanup, when you need them.
Add-ons layer onto any membership and are always priced separately — never bundled, so you only pay for what you actually use.
Payroll Processing
Full-service payroll — runs, tax filings, and year-end — priced by the size of your team.
- Starter · 1–5 employees$275/mo
- Small Business · 6–15$425/mo
- Growth · 16–30$625/mo
- Enterprise · 31+Custom
Specialty needs — multi-state, tipped wages, garnishments, HR advisory, or time-clock integration — available as add-ons.
Cleanup & Catch-Up
Behind on your books? We'll get them accurate and current before your membership begins — so you start on a foundation you can trust.
Typical projects run from a few months to a few years of back-books — full bank and card reconciliations and a clean, tax-ready starting balance.
Scoped precisely in your $495 Business Navigation Review™. You'll see the full quote before any work starts.
Let's find your tier.
Book a Business Navigation Review™. We'll read your books, compute your Compass Score™, and match you to the membership that fits where you are — and where you're going.