Core — framework — $1,500/mo

What It’s All About

Every thriving practice starts here. Core Framework builds the bookkeeping foundation your practice needs. Clean, current, and explained in plain language so you always know where you stand.

Inside This Tier

• •Clean, current bookkeeping every month
• •Monthly reports with a custom video walkthrough
• •Payroll support
• •Quarterly strategy meetings to keep you on track
• •Access to our community education portal — tax training, budgets, KPIs, payroll & more
• •Sales tax, and 1099 compliance
• •Insurance Audits

You go from “I don’t know what’s going on in my books” to “I have clean numbers and understand them enough to make my own decisions.”

This Is For You If

• •Your books have been a mess, and you're ready to start fresh.
• •You want clean numbers but you're comfortable making your own financial decisions
• •You're a solo or small practice and don't need deep strategy support yet
• •You want to understand your finances, not just hand them off

The Experience

• •Every month you'll receive a couple emails requesting information on transactions our bookkeepers run into. You will access these in your secure portal.
• •By mid month your reports will be published with a video walking you through what matters.
• •Four times a year we'll sit down together to review where you are.

And in between? Access via email, text, & phone; community portal year round.

Monthly Investment: $1,500