One-time business breakdown
$300
one-time
- You send me what you have — QuickBooks, bank statements, invoices
- I pull everything together into one clear picture
- You see what's coming in, what's going out, and what's actually working
- One deliverable. One conversation to walk through it.
Best for: owners who've never had anyone look at their numbers and want to know where they actually stand
Get a clear picture of your business →
Most Common
AI-powered monthly reporting
$750
per month
- Same clear picture, every single month
- You see trends over time — not just where you are, but where you're headed
- Red flags get caught before they become real problems
- Includes one check-in call per month
- AI-generated summaries and insights included when applicable
Best for: businesses that want to stop flying blind and stay on top of their numbers without doing it themselves
Get clarity every month →
AI-powered custom reporting & automation
$2,500
starting price
- Built for teams that already understand the value of good data
- Reporting, insights, and operational workflows get automated around your existing tools
- Time spent pulling and organizing data drops significantly
- Includes documentation and a handoff walkthrough so your team runs it without me
- AI-generated summaries and insights included when applicable
Best for: organizations and teams with repeatable processes that are eating hours every week or month
Get data analytics →