Our Services
Grow
Designed for leaders scaling with confidence, backed by VIP support and a trusted financial partner.
What’s Included:
- Everything in Improve, plus:
- ?Weekly Categorization & Transaction Clarifications
- Accurate recording of Bank & Credit Card Activity with additional independent reviews
- ?Monthly Reconciliation by the 15th of the month following close
- Catches errors faster to prevent overdrafts, missed deposits, or unnoticed fraud
- ?Advanced Reporting
- Monthly Financial Statements delivered within 15+ days
- Balance Sheet
- Profit & Loss Statement (P&L)
- ?Cash Flow Statement – Highlights the sources and uses of cash, giving leaders insight into liquidity and financial flexibility.
- ? Monthly “Pulse Check” (Optional) – Detailed monthly meeting of financials, risks, and opportunities, giving leaders clarity to drive smarter decisions (like rising parts costs or declining margins).
- Support Includes:
- ?Priority Access – Skip the line for short-term requests
- 24-Hour Response Time (*within business hours)
- On-Demand Outreach to your Tax Professional
Starts at $1,280.00/mo.
Improve
A step up from Essential with clearer cash flow, deeper insights, and guidance without hiring a full-time controller.
What’s Included:
- Everything in Essential, plus:
- ? Weekly Categorization & Transaction Clarifications
- Accurate recording of Bank & Credit Card Activity to stay compliant and faster financial insights.
- ? Monthly Reconciliation by the 20th of the month following close
- Reliable, accurate numbers for tax compliance and executive decisions.
- ? Accelerated Reporting
- Monthly Financial Statements delivered within 20+ days
- Balance Sheet
- Profit & Loss Statement (P&L)
- ? Year-End Tax Package
- Organized financial reports and supporting schedules prepared for smooth tax filing and compliance.
- ? Quarterly “Pulse Check” (Optional) – Loom recording review of your shop’s financials, highlight profit trends, and share key insights.
- Support Includes:
- 48-Hour Response Time (*within business hours)
- Direct Review with our CEO
- As Needed Collaboration with your Tax Professional
Starts at $995.00/mo.
Essential
We take care of recording, categorizing, and reconciling your books for you to stay organized and compliant.
What’s Included:
- Monthly Categorization & Transaction Clarifications
- Accurate recording of Bank & Credit Card Activity to stay compliant
- (parts, labor, tools, overhead, etc.)
- Accurate recording of Bank & Credit Card Activity to stay compliant
- Monthly Account Reconciliation
- Bank accounts, credit cards, lines of credit, loans, inventory, warranty escrows, fleet service accounts, and third-party payment processors (such as merchant services or financing platforms).
- Basic Monthly Financial Statements
- Balance Sheet
- Profit & Loss Statement (P&L)
- Why It Matters:
- Saves 10+ hours a month in paperwork
- Ensures accuracy for tax filings and lender requirements
- Provides a clear picture of profitability
- Support Includes:
- 1-Week Response Time (*within business hours)
- Email & Client Portal-based Support
- Bonus: Free access to our monthly newsletter featuring industry insights and growth strategies designed to help you make smarter financial decisions year-round.
Starts at $750.00/mo.
Add-ons
For services that are outside of our core offerings.
Examples of Add-ons We Offer:
- Clean ups
- Monthly payroll processing
- Sales tax compliance & filings
- Cash flow tracking, stability, and forecasting
- Job costing and gross margin analysis
- New Financial Reporting System Setup
- Migrate Accounting Systems
- Set up Third-Party Integrations
- Review Books to Determine Health
- And More…