Get Organized

For businesses with no tracking system yet

You know money is coming in and going out — but beyond that, it's a blur. We build you a simple, custom tracking system from scratch, walk you through how to use it, and make sure you never have to guess again.

What's included:
— Custom tracking template built for your business
— Written guide on what to enter and when
— 30-minute setup walkthrough call
— 30-day follow-up check

starting at $300

Know Your Numbers

For businesses ready to see what their data is telling them

You have data somewhere — in a POS system, a spreadsheet, or a bank statement. We pull it together, clean it up, and deliver a clear monthly dashboard with a plain-English summary of what happened and what to pay attention to.

What's included:
— Monthly dashboard: revenue trends, top services by margin, busy vs. slow periods
— Written monthly summary: key insights, one recommendation, one thing to watch
— Delivered by the 10th of every month

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Plan & Forecast

For businesses ready to stop reacting and start planning

Once you have clean historical data, we build you an annual budget and forecast — then report against it every month so you always know where you stand vs. where you planned to be.

What's included:
— Annual budget and forecast model
— Monthly variance report: actuals vs. plan in plain English
— Annual planning call to set next year's budget together

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