First 7 Days
Financial Clarity Sprint
We gather access, review systems, identify cleanup needs, snapshot cash, and flag immediate risks so you get useful information quickly.
Offerings
Choose the financial operating system your business needs next.
The packages are built around a clear progression: tax-ready financial order, books and taxes with monthly clarity, then a fractional finance rhythm for profit, cash, tax strategy, and growth decisions.
How the Offer Works
The BB&T Financial Operating System turns bookkeeping into a monthly decision rhythm.
Every package is designed to reduce guessing, shorten the time to useful information, and remove financial admin from the owner's plate.
Every Month
Close, dashboard, and owner summary
Books are reconciled, statements are prepared, KPIs are summarized where included, and the numbers are explained in plain English.
Throughout the Year
Tax and growth decisions stay visible
Tax reserve updates, quarterly strategy, cash forecasts, margin reviews, hiring models, and expense audits are layered in as the business needs them.
Packages
Financial operating system packages
Enhanced Books is the core offer for most service businesses because it combines books, tax filing, KPI visibility, and a monthly walkthrough. Essential and Performance cover the simpler entry point and the deeper advisory relationship.
Essential Books
$450 - $550/mo
Clean, tax-ready books every month so you always know where your business stands.
Outcome
Financial order, reliable monthly statements, and fewer tax-time surprises.
Early win: 7-Day Financial Clarity Snapshot
Ideal for: Solopreneurs, Simple service-based businesses, Low monthly transaction volume
- 7-Day Financial Clarity Snapshot
- Done-for-you monthly bookkeeping
- Monthly bank and credit card reconciliation
- Tax-ready financial statements: Monthly
- Plain-English monthly summary
- Simple onboarding checklist and access setup
- Tax-ready year-end close file
Core Offer
Enhanced Books
$850 - $1500/mo
Books, taxes, and monthly financial clarity in one connected system.
Outcome
Clean books, handled tax filing, KPI visibility, and a monthly explanation of what changed.
Early win: 30-Day Monthly Close System
Ideal for: Service businesses with moderate volume, Contractors, Home service professionals
- Everything in Essential Books, plus:
- Monthly KPI scorecard for profit, cash, and tax visibility
- Tax filing for one federal and one state return
- Monthly tax reserve estimate
- Loom walkthrough with three action items
- Profit, cash, and tax summary
- Priority support
Performance Accounting
$2000 - $4500/mo
A fractional finance system for owners who need profit, cash flow, tax strategy, and growth decisions handled with executive-level clarity.
Outcome
A finance operating rhythm for growth decisions, hiring, pricing, cash flow, and board-ready reporting.
Early win: Profit & Cash Control Dashboard
Ideal for: High-growth contractors, Multi-entity businesses, Agencies, Businesses needing deeper advisory
- Everything in Enhanced Books, plus:
- Monthly CEO Financial Brief
- 13-week cash flow forecast
- Quarterly tax strategy review
- Weekly or custom Profit & Cash Control Dashboard
- Live monthly financial review call
- Growth Advisory Layer: pricing, margins, hiring affordability, and expense leak review
- Board-ready finance pack when needed
One-Off Services
A focused diagnostic for your business tech stack.
We review how your business runs today, the tools supporting it, and which improvements are likely to move the metrics that matter.
Tech-stack diagnostic
Tech-Stack Consultation
A focused review of your business, the tools you currently use to run it, and where your tech stack is creating friction. You get practical suggestions for what to improve, plus estimates for which metric each recommendation should improve.
Best for: Owners who want clearer systems, fewer manual workarounds, and a practical view of which tools should improve before adding more complexity.
Timeline: Delivered in 7 business days after the consultation
Guarantee: If you do not find the diagnostic valuable, you receive a full refund of the service.
- Review of the tools and workflows currently running your business
- Suggestions for what to improve, replace, connect, or simplify
- Estimated metric impact for each recommendation, such as time saved, close speed, visibility, cash collection, or owner admin load
- Tailored tech-stack diagnostic and recommendation document
Book the Tech-Stack Consultation
Calendly collects the $500 fee before the call is confirmed.
Best Fit
Pick by the business problem you want solved.
Essential Books
I need reliable books and a cleaner tax-ready file.
Best when the immediate goal is financial order, reconciled accounts, monthly statements, and fewer surprises at year-end.
Enhanced Books
I need books, taxes, and monthly clarity in one place.
Best when you want clean books, tax filing, a KPI scorecard, tax reserve visibility, and a short walkthrough of what changed.
Performance Accounting
I need profit, cash, tax, and growth decisions managed.
Best when decisions about pricing, hiring, runway, expense leaks, board reporting, and tax strategy need an ongoing finance rhythm.