Alignment Package

$1,800.00 every month

For businesses with layered operations, active growth, or multiple revenue streams that require deeper financial clarity, project tracking, and external coordination.

For businesses with layered operations, active growth, or multiple revenue streams that require deeper financial clarity, project tracking, and external coordination.

Everything in the Clarity and Balance Packages, plus:

  • Job or costing for up to 4 active projects/month

  • Allocated overhead for broad project profitability insights

  • Project-level profitability tracking

  • Custom cash flow summary reporting

  • Multi-entity support and up to 5 accounts reconciled/month

  • Email, phone, or video chat based support as needed (within reason)

  • Quarterly review calls (video chat or phone)

  • Coordination with our CPA partner to ensure tax readiness (additional fees apply)

*If your needs exceed this scope, we may recommend a higher tier package or provide a custom proposal to ensure full support of your business prior to onboarding.