Your books, finally in order.

Clean financials. Zero chaos. Starting at $350/month.

Sound familiar?

You started your business to do what you love — not to spend your evenings drowning in receipts, guessing at your numbers, or dreading tax season.

• Tax season feels like a fire drill. Every year you're scrambling to pull everything together, hoping nothing's missing and nothing's wrong.

• You're not sure your numbers are right. You've been doing it yourself — and deep down you know there's probably something off in there.

• You're doing it yourself and it's consuming you. Time you should be spending on clients, growth, or rest is being eaten by spreadsheets and bank feeds.

• You want to start strong. You're building something real and you want the financial foundation to match — right from day one.

What's Included

Monthly Bookkeeping Every transaction categorized, every account reconciled. Your books closed cleanly each month — no backlog, no surprises.

Financial Reports Profit & loss and balance sheet delivered monthly — formatted, accurate, and ready for your accountant or tax preparer.

Loom Financial Review A personalized video walkthrough of your monthly financials delivered right to your inbox. Watch on your time, ask questions as they come up.

Weekly Open Office Hours Three hours every week where you can drop in, ask questions, and get answers — no appointment needed, no extra charge.

"The Essentials plan is built for small service-based businesses that need clean, reliable books without the complexity of full-scale financial management. Simple. Accurate. Done for you."

Starting from $350/month

Pricing is based on monthly transaction volume. Your exact rate is calculated during your discovery call.

You've outgrown doing it all yourself.

Full-service bookkeeping plus AP, AR, and payroll — so you can run your business, not your back office. Starting at $600/month.

Sound familiar?

Your business is growing — and that's a good thing. But growth brought complexity. What used to take you an hour on Sunday night now takes half your week. You're chasing invoices, paying bills, running payroll, and somewhere in between trying to actually grow the thing you built.

• You're still sending your own invoices. You know you should have been paid by now but following up feels awkward and time-consuming.

• Bills are piling up and payment deadlines are slipping. Managing vendors manually is eating time you don't have and mistakes are starting to cost you.

• Payroll is stressful every single run. Making sure everyone gets paid correctly and on time is a weight you carry that nobody should have to.

• You're working in your business instead of on it. The back office has become a second job — and it's pulling you away from what actually moves the needle.

What's Included

Everything in Essentials, plus:

Accounts Receivable We send your invoices, track what's owed, and follow up so you get paid — without you lifting a finger or having an awkward conversation.

Accounts Payable We manage your vendor bills, schedule payments, and make sure nothing slips through the cracks. Your cash goes where it's supposed to, when it's supposed to.

Payroll Processing We run payroll for your team — accurately, on time, every time. You just approve it.

Monthly Bookkeeping Every transaction categorized, every account reconciled. Your books closed cleanly each month.

Financial Reports Profit & loss and balance sheet delivered monthly — formatted, accurate, and ready for your accountant or tax preparer.

Loom Financial Review A personalized video walkthrough of your monthly financials delivered right to your inbox. Watch on your time, ask questions as they come up.

Weekly Open Office Hours Three hours every week where you can drop in, ask questions, and get answers — no appointment needed, no extra charge.

Momentum is built for growing small businesses that are ready to hand off the back office completely and get back to doing what they do best. We handle the numbers. You handle the growth."

Starting from $600/month

Pricing is based on transaction volume, number of vendors, customers, and employees. Your exact rate is calculated during your discovery call.

Your numbers should be driving your business forward.

Full back-office management plus dedicated advisory — so every decision you make is backed by real data. Starting at $1,200/month.

Your business isn't just surviving anymore — it's serious. You have revenue, you have a team, you have goals. But when it comes to the big decisions, you're still going with your gut because you don't have anyone helping you read the numbers and tell you what they mean.

• You're making big decisions without the full picture. Hiring, pricing, expanding — you're moving forward but you're not entirely sure the numbers support it.

• You have financial reports but nobody to explain them. Your books are there. The data is there. But translating it into strategy feels like a different language.

• You want to grow intentionally, not accidentally. You've come too far to just wing it. You want a plan, and you want someone in your corner helping you execute it.

• You need a financial thought partner, not just a bookkeeper. Someone who knows your numbers as well as you do — and uses them to help you build something bigger.

What's Included

Everything in Momentum, plus:

Monthly Advisory Session (5 Hours) Dedicated one-on-one time with your advisor each month to review performance, analyze trends, identify opportunities, and plan ahead. This is your strategic financial hour — focused entirely on growth.

Financial Performance Analysis We go beyond the reports. We break down your margins, your cash flow, your revenue trends, and your expenses to show you exactly where you stand and where you're headed.

Decision Support Thinking about hiring? Raising prices? Taking on a big client? We run the numbers before you decide so you move forward with confidence, not guesswork.

Cash Flow Management We monitor your cash position so you always know what's coming in, what's going out, and what you can actually afford to do next.

Everything in Momentum Full bookkeeping, AP, AR, payroll, Loom financial review, and weekly open office hours — all included.

"Pinnacle is for the business owner who is done guessing. You've built something real and now it's time to run it like it. We bring the numbers to life so you can lead with clarity, grow with confidence, and make every decision count."

Starting from $1,200/month

Pricing is based on transaction volume, team size, and advisory scope. Your exact rate is calculated during your discovery call.

For when life got busy and the books got left behind.

Tax season snuck up on you. You're applying for a loan, a grant, or a line of credit. Maybe you're buying a house and your lender needs two years of clean financials. Whatever the reason — you need your books current, accurate, and done fast.

We go back, reconcile every month, and get you fully caught up so you can move forward without anything holding you back.

This is for you if:

• Your books are months — or years — behind

• You need clean financials for taxes, a loan, a grant, or a major purchase

• You've been avoiding it because you don't know where to start

Services are priced per month of books — so you only pay for what needs to be done. Exact pricing is discussed on your discovery call.

For when the numbers just don't look right.

You hired someone. Or you did it yourself. Either way something feels off — the reports don't make sense, the numbers don't add up, or you've just been carrying that quiet anxiety in the back of your mind that something is wrong.

We go in, find the problems, fix them, and hand you back a set of books you can actually trust.

This is for you if:

• You suspect your books have errors but aren't sure where

• You've been doing it yourself and the anxiety around it is becoming too much

• You took over from someone else and nothing looks quite right

Services are priced per month of books — so you only pay for what needs to be done. Exact pricing is discussed on your discovery call.