Step One: every member starts here
Connect — to begin — $3,000/mo
What It’s All About
This is the first step for all of our members. We get books current, get to know your systems and processes around money, and make sure that we can align your finances with your goals.
Inside This Step
- Clean up/Catch Up Bookkeeping
- Systems Review
- Meetings to understand your goals and focus
- Set Up Communication Systems for our teams and you/yours
- Build Operating Procedures to bring calm to all the financial processes
We build relationship and trust. This is a great place to see if we fit, and this partnership is what you need.
This Is For You If
- You are a new client
- You need bookkeeping clean up work
- You need help setting your business up and getting things started
The Experience — Once you have joined our Membership you will:
- Have an onboarding call
- Schedule two more calls to review systems and goals.
- Receive custom reports for the completed clean up period
- Have KPIs set up to update each reporting period after, regardless of which support level you move to.
And in between? You will have access to us via email, text, & phone calls to answer specific questions, and our community portal will be available for resources and learning opportunities.
Monthly Investment: $3,000/mo. Connect runs at this rate for one to three months, depending on how much clean-up your books need. We’ll scope it with you before we start so you know the number of months up front. When the clean-up is done, you move down into Core, Clear, or Compass. There will be clear communication about the expected time frame before you sign up for this membership. No surprise billing or unexpected commitments.
Not sure where you land?
A 15-minute quick call is the fastest way to find out. No pressure, no jargon, no shame about the messy middle.
Book a Quick Call15 minutes. No prep needed. No pressure.