Our mid-year special, built to help you see where you are and finish the second half of the year better than ever. The goal is not just cleaner books. It is clearer decisions, more money in your pocket, and less time buried in the work. A full bookkeeping and small business CFO advisory package worth $5,400 or more, and the deal is simple: two months of bookkeeping for the price of one. First 5 businesses only, and it runs through July 31.
Everything in the package, priced at $5,400 or more if you bought each piece on its own.
Two months of bookkeeping for the price of one, setup waived, and 50% off cleanup if your books need it. First 5 clients only, gone at 5 signups or on July 31, whichever comes first.
First 5 clients get expedited service. Your books land in the first 15 days of each month, every month.
The goal is clarity that helps you make more money and work less. Below is exactly what is included, and what it would cost if you bought each piece separately.
| What you get | Value |
|---|---|
| Your first month of bookkeeping, coded to the right product or service | from $600 |
| Your second month of bookkeeping free, two months for the price of one | from $600 |
| Setup and onboarding fee, waived in full | $500 |
| One hour of small business CFO advisory every month | $1,000 |
| A tax strategy analysis, so you keep more of what you earn | $400 |
| A full business review, including whether your marketing is working and which services make the most money | $600 |
| Gross profit and net profit analysis, service by service | In the review |
| A 6-month cash flow forecast | $400 |
| A budget built for your business | $300 |
| An AI feasibility analysis, showing where AI can take busywork off your plate | $300 |
| A free website review from our partners at GGS Consulting | $250 |
| First 5 clients only: the 2026 Revenue and Profit Playbook, a custom PDF guide to growing your revenue and profit next year | $500 |
| A 100% money-back guarantee, so all the risk is on us | Risk-free |
| Total value if bought separately | $5,400+ |
If you are not 100% satisfied, you get 100% of your money back. The only ask is that you do your part: give us the access and information we need, on time, so we can do the work right. We stand behind this because when the books are clean and the plan is clear, the results speak for themselves.
If your books are behind or messy, they need to be cleaned up first, so your forecast and analysis are built on numbers you can actually trust. Cleanup is a separate service, only if your books need it. As part of this sale, the first 5 clients get 50% off. Every price below is a starting point. Your final cleanup price is set only after we scope your books.
| Cleanup scope | Standard price | Your price, 50% off |
|---|---|---|
| Books mostly current | from $2,275 | from $1,138 |
| Books further behind | from $3,000 | from $1,500 |
These are starting prices. Scoping is required before any cleanup begins, so your number can land higher depending on how far behind the books are. The Christmas in July Sale package above is the ongoing work once your books are current.
Know other owners whose books are behind? For every business you refer that signs on, you get a free month of bookkeeping, and so do they. It is capped at four referrals, so the most you can earn is four free months.
How it works: have them mention your name when they book their review. Once they sign, your free months are applied automatically.
Start with a quick, free Profit Review. First 5 businesses only, and the offer closes July 31. When the spots are gone, they're gone.
Offer ends July 31, 2026. First 5 clients only. One per business. Cleanup is a separate service, starting at $2,275 with 50% off for the first 5 clients, and the final price is set only after we scope your books. All prices shown are starting points pending scoping. The money-back guarantee requires that you provide the access and information we request, on time.