Fax: (346) 460-5366
Why We Don't Do "One-Size-Fits-All" Pricing
A construction business has different needs from a design consultant. A growing company needs different support than a startup. Generic packages force you to pay for services you don't need while leaving gaps in areas where you need the most help.
That's why we take a different approach.
Our Simple, Transparent Process
01
Free Discovery Call
We start with a no-pressure conversation about your business, current challenges, and goals. This helps us understand if we're a good fit for each other.
02
Professional Assessment
If we move forward, we conduct a comprehensive paid diagnostic review of your current books, systems, and processes. This reveals exactly what needs to be done and helps us create your custom solution.
03
Custom Proposal
You receive a detailed, transparent proposal with pricing tailored specifically to your business needs. No surprises, no hidden fees – just honest pricing for honest work
04
Start Getting Results
Once you approve your proposal, we get to work immediately. Our team will clean up your books and begin managing your finances, giving you the clarity you need to grow.
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What does the assessment cost?The professional assessment is $297, which is fully applied to your first month of service when you decide to work with us. If you choose not to move forward, you still keep the detailed assessment report – no hard feelings.
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How long does the assessment take?Most assessments are completed within 3-5 business days. We spend 2-3 hours reviewing your books and systems, then provide you with a comprehensive analysis and custom proposal.
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What if my business changes and I need different services?Business needs evolve, and so do our services. We review your service level quarterly to ensure it still matches your needs, and adjustments can be made anytime as your business grows.
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How do you determine my pricing?We base pricing on factors like transaction volume, number of banks, credit card and loan accounts, business complexity, reporting requirements, compliance needs, and the level of ongoing support you require. Everything is clearly explained in your custom proposal.
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Do I have to sign a long-term contract?Not at all. We work on a month-to-month basis because we believe in earning your business every single month, not locking you into a contract.
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How often will we communicate?That's up to you. At minimum, we'll review your books monthly and provide detailed reports. But we're always available for questions, advice, or strategy sessions whenever you need them.
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Can you fix our messy books?Yes. Clean, accurate books are the foundation of good business decisions and tax compliance. We'll get everything organized and up-to-date, so you can sleep better at night.
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What software do you use?We specialize exclusively in QuickBooks (either QuickBooks Online or Desktop as needed). You maintain full ownership and control of your books while we handle the day-to-day management.
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Do you prepare tax returns?We don't prepare taxes, but we work closely with trusted CPA partners who do. We'll ensure your books are tax-ready and can connect you with CPAs who specialize in tax planning and preparation.
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What types of businesses do you work with?We focus on service-based businesses, especially construction, trades, real estate, design, consulting, and professional services. We understand the unique challenges these industries face.
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Are you based in the U.S.?Yes, we're a U.S.-based team in Sugar Land, Texas, serving clients nationwide. You'll always work with experienced professionals who understand U.S. business requirements and regulations.
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What happens if I'm not satisfied?Since we work month-to-month, you can make changes or end our relationship at any time. Our goal is to earn your trust and business every single month.