Clear — rhythm — $2,750/mo

What It’s All About

Your foundation is set — now let’s make sure everything is working together. This tier brings structure, systems, and a clearer picture of your finances so your practice runs smoother and your decisions come easier. You’re not doing it alone anymore.

Inside This Tier

• •Everything in Core Framework
• •Money Systems review and process improvement recommendations, support
• •AP and AR implementation and management (or support for your in-house office team to make these systems as streamlined as possible)
• •Payroll processing
• •Class and location tracking for deeper financial insight across your organization
• •Monthly Meetings with Budget and Custom KPI reviews
• •Special purpose financial statement preparation as needed
• •Annual estimated tax projections — or coordinate with your tax preparer each quarter
• •Retirement form filings

You go from “I understand my numbers, but I’m not sure what to do with them” to “I have a partner helping me use my numbers to make confident, proactive decisions.”

This Is For You If

• •You need help getting your money systems in order
• •You're ready for someone in your corner to help you see the full financial picture
• •You're adding team members, locations, or new services
• •You want more than reports — you want to actually understand what options you have
• •You're done doing it yourself and ready for a real support system

The Experience

We’ll meet monthly to review your budget and KPIs together and talk through what the numbers are telling you. Depending on your goals, we will help you see what next steps you can choose to focus on. Access via email, text, and phone; community portal year round.

Monthly Investment: $2,750