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Interested in a Consultation?
Our packages start at $500/month and are designed to grow with your business. For a detailed assessment and custom plan, book your Financial Clarity Session today.
🌱 Starter – Essential Clarity - Starting at $500/month
For early-stage service providers who need clean books and basic insights.
🌱 Starter – Essential Clarity - Starting at $500/month
For early-stage service providers who need clean books and basic insights.
Monthly bookkeeping (up to 2 accounts)
Categorization & reconciliations
Monthly financial reports (P&L, Balance Sheet, Cash Flow)
Email support (1–2 business days)
Annual tax-ready financial package
30 day guarantee
Access Virtually
🌟 Signature – Clarity & Confidence- Starting at $1,000/month
Most Popular
For growing businesses ready to make confident, informed decisions.
🌟 Signature – Clarity & Confidence- Starting at $1,000/month
Most Popular
For growing businesses ready to make confident, informed decisions.
Everything in Starter, plus:
Up to 4 accounts (business + PayPal/Stripe/Venmo/etc.)
Monthly 30-min strategy call
Quarterly tax estimate review
Monthly goal tracking dashboard
Slack or email access (same-day response)
Light budgeting support & advisory
🚀 Premium – Visionary Growth Partner- Starting at $1,750/month
For established business owners ready to scale with a strategic financial partner.
🚀 Premium – Visionary Growth Partner- Starting at $1,750/month
For established business owners ready to scale with a strategic financial partner.
Everything in Signature, plus:
Weekly check-ins or office hours
Full cash flow forecasting + planning
Team payroll coordination
S-Corp support + quarterly payroll filings
Priority access to resources + tax reminders
Annual business review + growth roadmap
📌 Add-On Services (Available Anytime)
📌 Add-On Services (Available Anytime)
Historical clean-up: starting at $1,500
QuickBooks setup or migration
Custom reporting dashboards
1099 prep + W-9 tracking
Let's Get Started
Let's Get Started
Ready to gain clarity and confidence in your finances? Book your Financial Clarity Session today — a 60-minute deep dive designed to uncover opportunities and provide you with a personalized roadmap for success.
The session fee is $250, which is applied to your first month’s service if you decide to move forward.
Schedule Your Session Now (insert your booking link here)
Prefer to reach out first? Email us at contact@thevisionarycpa.com or fill out the contact form below — we’d love to hear from you!
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