BOOK A CLARITY CALL
A Financial Resource Agency.
REDUCE CHAOS. GAIN CLARITY.
HELPING OWNERS ORGANIZE THEIR MONEY, SYSTEMS, & FINANCIAL FUTURES
When growth creates more financial chaos, than clarity…
You’ve been spending your time chasing receipts and invoices around tax time, dealing with unexpected tax bills and penalties, processing payroll and payments manually, wondering what’s missing, and constantly putting out financial fires instead of focusing on growth.
That’s no way to build a business that gives you the freedom to step away without everything falling apart.
You built your business to create FREEDOM, STABILITY, and a LASTING LEGACY.
OUR SIGNATURE PACKAGES
Choose the level of support that's right for your business.
FINANCIAL OPERATIONS
12-month Partnership - $2497/mo.
We’ll help you build the structure, oversight, and financial infrastructure needed to support growth, strengthen operations, and create a business that doesn’t depend on you for everything.
INCLUDED:
- Bookkeeping & Financial Organization
- Payroll Administration & Support
- Benefits & Worker’s Comp. Resources with Setup Support (Retirement, Insurance & Health Plans)
- Invoicing & Payment Workflow Support
- Tax Strategy Coordination & Implementation Resources
- Payroll Tax & Business Registration Filings
- Financial Operations Oversight with Process Improvements & Automation
- Bi-weekly Money Meetings for on-going Guidance & Accountability
- Semi-monthly Internal Compliance Audit Assistance to Prevent Compliance Risks
- Monthly Financial Review & Support
Best For: Business owners who want expert support managing the financial systems behind their business so they can focus on growth.
SYSTEMS SETUP & TRAINING
One Time Investment - $4997
We’ll help you build the systems, workflows, and processes needed to manage your business finances with confidence.
INCLUDED:
- Business Financial Systems Setup
- Bookkeeping Setup
- Payroll Setup
- Workers’ Compensation & Benefits Guidance
- Team Training Session
- SOP & Process Recommendations
- Tax Strategy Implementation Guidance
- Recorded Training Session
- Handoff & Self-Maintenance Plan
Best For: DIY business owners who want professional implementation and training but plan to manage the day-to-day operations themselves.
Bonus: 100% of your Systems Setup & Training investment will be credited toward your first two months of full service support when upgrading to Financial Operations Package within the first 12 months.
SUPPORT & STRATEGY ACCESS
Starting at $297/mo.
Get expert guidance when questions arise without committing to full-service financial operations support.
INCLUDED:
- Questions & Answers Support
- Troubleshooting Assistance
- Workflow Reviews
- Financial Systems Checkups
- Tax Strategy & Financial Systems Guidance
- Access to Additional Support As Needed
- Internal Compliance Audit Assistance
Best For: Business owners who want the flexibility of managing their own operations while maintaining access to expert support, strategy, and accountability when they need it.
Frequently asked questions
What is the return policy?
Our goal is for every customer to be totally satisfied with their purchase. If this isn't the case, let us know and we'll do our best to work with you to make it right.
Are any purchases final sale?
We are unable to accept returns on certain items. These will be carefully marked before purchase.
When will I get my order?
We will work quickly to ship your order as soon as possible. Once your order has shipped, you will receive an email with further information. Delivery times vary depending on your location.
Where are your products manufactured?
Our products are manufactured both locally and globally. We carefully select our manufacturing partners to ensure our products are high quality and a fair value.
How much does shipping cost?
Shipping is calculated based on your location and the items in your order. You will always know the shipping price before you purchase.
SPEAKING & WORKSHOP INQUIRIES
Please provide point of contact & event description with company name and date(s).