Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

More About Our Services

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

Revenue Infrastructure

  • Foundational Clarity — $1,000/mo

    For businesses with activity but no clear visibility into what’s working.
    This level installs the core revenue infrastructure so you can finally see performance in real numbers.

    What you get:

    • Live Performance Dashboard

      • Real-time view of leads, opportunities, revenue, and marketing performance

      • Simple, visual scorecard for weekly decision-making

      • One source of truth for your growth data

    • Core KPI Tracking

      • Customer Acquisition Cost (CAC)

      • Conversion Rate (CVR)

      • Customer Lifetime Value (LTV)

      • Cost per lead & lead-to-customer ratios

      • Clear definitions so you always know what the numbers mean

    • Missed Call Auto Text-Back System

      • Instant response to missed inbound calls

      • Increased lead recovery without more staff

      • Better first-touch experience for prospects

    • Monthly Strategy Call

      • KPI review and performance breakdown

      • Identify what’s working vs. what’s wasting budget

      • Clear next-step priorities for the next 30 days

    • Marketing Visibility

      • Understand which channels are producing real customers

      • See where leads are leaking in your pipeline

      • Replace guessing with measurable insight

    Outcome:
    You move from “busy but unclear” → to data-backed clarity and control.

  • Intentional Growth — $2,000/mo (Most Popular)

    For businesses ready to grow on purpose with guided execution and ongoing optimization.
    This tier turns your data into active monthly growth decisions.

    Everything in Foundational Clarity, plus:

    • Priority Monthly Strategy Sessions

      • Deeper performance analysis

      • Growth planning based on real numbers

      • Faster implementation cycles

    • Ongoing Strategy Adjustments

      • Continuous campaign and funnel optimization

      • Monthly refinement of targeting and positioning

      • Systematic removal of underperforming activities

    • Budget Optimization Guidance

      • Allocate spend to highest ROI channels

      • Scale what’s profitable

      • Reduce wasted marketing dollars

    • Growth Decision Support

      • When to increase ad spend

      • When to hire

      • Which services/customers to double down on

      • Pricing and offer alignment with acquisition costs

    • Actionable Marketing Visibility

      • Not just reporting — clear execution priorities

      • Identify your highest-margin growth opportunities

      • Align marketing with real revenue outcomes

    Outcome:
    You shift from “tracking performance” → to deliberate, compounding growth.

  • Leverage & Alignment — $3,500/mo

    For owners who want speed, full alignment, and a high-touch growth partner.
    This is where your marketing, financial performance, and strategic direction operate as one system.

    Everything in Intentional Growth, plus:

    • High-Touch Strategy & Advisory

      • Hands-on, proactive performance leadership

      • Faster testing and implementation cycles

      • Strategic guidance tied directly to profitability

    • Advanced Reporting & Forecasting

      • Revenue projections based on current pipeline and trends

      • Scenario planning for ad spend, and expansion

      • Margin and growth modeling

    • Fully Integrated Marketing Visibility

      • Marketing → sales → revenue → profit connected in one system

      • True ROI by channel, campaign, and customer type

      • Long-term growth planning using real data

    • Executive-Level Growth Support

      • Confident, numbers-backed decision making

      • Alignment between acquisition, pricing, and delivery capacity

      • Focus on leverage, not just activity

    Outcome:
    You move from “growing intentionally” → to scaling with alignment, speed, and financial control.

Lean Bookkeeping

  • Lean Bookkeeping — Core Plan

    Simple, reliable bookkeeping with flexible add-ons as you grow.

    New Client Setup

    • QuickBooks setup or file review

    • Chart of accounts structured for your business

    • Bank & credit card connections

    • Data quality check

    • Cleanup roadmap (if needed)

    • Reporting framework installed

    Monthly Bookkeeping

    • Transaction categorization

    • Account reconciliations

    • Monthly P&L & Balance Sheet

    • Month-end close

    • Ongoing accuracy checks

    • Consistent financial reporting

    Add-On Services:

    Catch-Up / Clean-Up Bookkeeping

    • Historical reconciliation

    • Fix miscategorized transactions

    • Rebuild prior financials

    • Tax-ready books

    Payroll

    • Payroll processing (employees & contractors)

    • Payroll tax filings

    • Direct deposit

    • Year-end reports

    Accounts Payable (AP)

    • Vendor bill tracking

    • Payment scheduling

    • Expense organization

    • Upcoming cash flow visibility

    Accounts Receivable (AR)

    • Invoice tracking

    • Payment monitoring

    • Aging reports

    • Follow-up workflows

    Sales Tax Filing

    • Sales tax tracking

    • State filings

    • Due date management

    • Organized reporting

Our Process

Discovery

Implementation

Continuous Improvement

Real Results

Get in Touch

Ready to See Your Numbers Clearly?

Book a free 15-minute Growth Audit. We’ll show you exactly where revenue is leaking — and how to fix it.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.