Services and Pricing

 

• • Saves 10+ hours a month in paperwork and financial administration

• • Ensures accuracy for tax filings, lender requirements, and business decisions

• • Provides a clear picture of profitability:  by service, by month, by technician

• • Reduces risk of undetected errors, overdrafts, or missed financial obligations

Service and Pricing Tiers

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Foundation — Starts at $750/mo.

For shops ready to get their books accurate, organized, and compliant.

What’s Included:

 

• • Monthly Categorization & Transaction Coding:  Accurate recording of all bank and credit card activity, including parts, labor, tools, overhead, and more

• • Monthly Account Reconciliation:  Bank accounts, credit cards, lines of credit, loans, inventory, warranty escrows, fleet service accounts, and third-party payment processors

• • Basic Monthly Financial Statement:  Balance Sheet and Profit & Loss Statement (P&L)

• • Support: Email and client portal-based support with a 5 business day response time

• • Bonus: Free access to our monthly newsletter with industry insights and financial strategies for auto repair shop owners

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What’s Included:

Everything in Foundation, plus:

 

• • Weekly Categorization & Transaction Coding:  Faster financial insights with more frequent recording of all bank and credit card activity

• • Accelerated Monthly Reconciliation:  Completed by the 20th of the following month

• • Accelerated Reporting:  Monthly Balance Sheet and Profit & Loss Statement (P&L) delivered within 20 days of month-end

• • Year-End Tax Package:  Organized financial reports and supporting schedules prepared for smooth, compliant tax filing

• • Quarterly Pulse Check(Optional):  Recorded video review of your shop’s financials highlighting profit trends and key insights

• • Support:  Two business day response time, direct review by our founder, and as-needed collaboration with your tax professional

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What’s Included:

Everything in Clarity, plus

 

• • Weekly Categorization & Transaction Coding:  Additional independent reviews for maximum accuracy

• • Priority Monthly Reconciliation:  Completed by the 15th of the following month

• • Advanced Reporting:  Monthly Balance Sheet, Profit & Loss Statement (P&L), and Cash Flow Statement delivered within 15 days of month-end

• • Monthly Pulse Check(Optional):  Detailed monthly meeting covering financials, risks, and opportunities — including rising parts costs, declining margins, and growth indicators

• • Support:  Priority access, 1 business day response time, and on-demand outreach to your tax professional