Most business owners don’t lack numbers—they lack understanding.
Spots are limited to ensure each client gets consistent financial insight and support.
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Ready to understand your numbers and make better financial decisions?
Let’s walk through what’s going on in your business and what to do next.
[Book Your Financial Clarity Call]
Review from Brian Wise, CPA, Lanham MD
Accounting & Advisory Plans
Basic Plan
- Keep your books organized and tax-ready
- Know your numbers are handled correctly each month
- Stop worrying about missing transactions
- Clear monthly reports so you understand where your money went
- Support when questions come up
👉Perfect for business owners who simply want clean, reliable books without the stress.
0-50 Transactions per month
(Includes 1 Bank Account, add $100/mo. for additional bank account)
$200 & up per month
Clarity Plan
(Most popular)
For business owners who need clean, reliable numbers
- Know exactly where your money is going
- Catch financial issues before they become expensive problems
- Feel confident your numbers are accurate
- Stay organized and financially clear every month
- Clean and organized financials
- Monthly reports
- Phone, Chats & Email Support
- Monthly Bank & Credit Card Reconciliation
👉Gain financial clarity so you can make better business decisions with confidence.
51 – 100 Transactions per month
(Includes 2 Bank Account, add $100/mo. for additional bank account)
Starting at $450 & /month -($450 setup fee)
Insight Plan
For business owners who want to understand their numbers
Everything in Clarity Plan, plus:
- Understand what your numbers are telling you
- See what’s helping or hurting profitability
- Spot cash flow problems early
- Get simple explanations instead of confusing reports
- Know what needs attention before problems grow
- Simple explanations of your numbers
- Phone, Chats & Emails Support
- Weekly Transaction Processing
- Weekly Review – categorize & reconcile bank & credit card statement
- Monthly business consultations tailored to your needs for growth and optimization.
101- 215 transactions per month
(Includes 3 Bank Account, add $100/mo. for additional bank account)
Starting at $750 /month
($750 setup fee)
👉 Turn your financial reports into real business insight and smarter decisions.”
Growth Plan
For business owners ready to improve profitability
Everything in Insight Plan, plus:
- Know what actions will improve profitability
- Get ongoing financial guidance for growth decisions
- Make smarter money decisions with confidence
- Improve cash flow and business performance
- Gain strategic support without hiring a CFO
- Guidance on what to adjust or improve
- Categorize Transactions Daily
- Monthly Cash Flow Forecast
- Unlimited Phone, Chats & Email Support
- Strategy + Ongoing Support
👉 Strategic financial guidance for business owners ready to grow profitably.
216 – 429 Transactions per month
(more than 420 transactions is an additional $3.50 per transaction)
(Includes 4 Bank Account, add $100/mo. for additional bank account)
Starting at $1500 / month – ($1500 Setup Fee)
