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Monthly packages

Start where you need the most help.

Whether you need help growing your company, managing the financials, or both, we've got you covered — and strategic support is always included.

Still in an early stage? Check out our Business Setup to build the foundation first.

Finance + Strategy

from $350/mo

Your numbers and taxes handled, guided by strategy.

  • Strategy
  • Finance & Tax
  • Growth & Marketing
Book a call

Growth + Strategy

$750/mo

Customers coming in the door, guided by strategy.

  • Strategy
  • Growth & Marketing
  • Finance & Tax
Book a call
Most complete

First Mile Partner

$1,000/mo

The whole business side — growth, finances, and the strategy that ties them together.

  • Strategy
  • Growth & Marketing
  • Finance & Tax
Book a call
Add to any package with Finance: done-for-you bookkeeping & payroll (Gusto), priced by complexity. Every Finance package includes one-time setup or a review of what you already have.
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What's in each

Strategy is in every package — it's the bridge. Choose the side you need, or both.

Finance + Strategyfrom $350/mo Growth + Strategy$750/mo Most completeFirst Mile Partner$1,000/mo
Strategy — in every package
Business strategy & big decisions
Monthly financial metrics review
Quarterly planning & priorities
Pricing, margins & forecasting
Competitive analysis
Finance & Tax
Year-round tax planning
Business & personal returns filed
Bookkeeping & payroll setup / review (one-time)
Growth & Marketing
Marketing plan & priorities
Google Ads
Social media
Email & newsletters
Website updates
Getting found on Google (local search)
Yelp & local listings
Online reviews
Direct mail
Add-ons — on any package with Finance
Done-for-you bookkeepingPriced by complexity
Payroll management (Gusto)Priced by complexity
from $350/month $750/month $1,000/month
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Ad spend, printing, and postage are billed at cost. Not every business needs every marketing channel — the Growth pillar covers the ones that fit yours.

Just starting out, or missing key pieces? You may want the foundation built first — that's the 90-Day Engagement.
See the 90-Day build

Not sure which package fits?

Tell us what's on your plate and we'll help you find the right fit.

Book a free intro call