Client
Stories
Client
If you’re tired of messy books, this is where you get untangled. We’ll start with a clean slate, align your systems, and build a foundation that turns financial chaos into clarity and confidence.
Average time to complete: 2 months
CHOOSE A TIER
| WHAT YOU GET | Mastery | Momentum | Clarity |
|---|---|---|---|
| Redesigned profit and loss statement to quickly uncover key trends | 🥬 | 🥬 | 🥬 |
| Cleaned-up balance sheet to ensure accuracy and build trust in your numbers | 🥬 | 🥬 | 🥬 |
| Streamlined sales recording processes to save time and reduce errors | 🥬 | 🥬 | 🥬 |
| Inventory and accrual accounting best practices to support financial clarity | 🥬 | 🥬 | 🥬 |
| Enterprise ‘class’ accounting to track performance across business units | 🥬 | 🥬 | |
| Labor cost insights to understand where your team’s time is going | 🥬 | ||
| Product and sales trend analysis to guide pricing, planning, and growth | 🥬 | ||
| INVESTMENT | $10,250 | $8,000 | $6,550 |
Stop making decisions based on a gut hunch. With Total Clarity Accounting, your numbers won’t just be accurate but meaningful.
Average time to complete: 3 months
CHOOSE A TIER
| WHAT YOU GET | Mastery | Momentum | Clarity |
|---|---|---|---|
| Monthly financial clarity sessions to review trends, margins, and key reports | Monthly with Fractional Controller and Bookkeeper (3 months) | Monthly with Fractional Controller and Bookkeeper (3 months) | Monthly with Bookkeeper Only (3 months) |
| Monthly reconciliations for up to 10 accounts (e.g. checking, savings, credit card, and loan accounts) | 🥬 | 🥬 | 🥬 |
| Monthly sales summaries to stay on top of performance | 🥬 | 🥬 | 🥬 |
| Ongoing A/R review so you know what’s owed and what’s at risk | 🥬 | 🥬 | 🥬 |
| Categorized bank feeds to save time and streamline reporting | 🥬 | 🥬 | 🥬 |
| Support for flagged transactions to catch errors and ensure accuracy | 🥬 | 🥬 | 🥬 |
| Custom monthly adjustments to track inventory, labor, and overhead accurately | 🥬 | 🥬 | 🥬 |
| Payroll recorded accurately and on time based on third-party data | 🥬 | 🥬 | 🥬 |
| Labor costs tracked by enterprise or function for deeper insight | 🥬 | 🥬 | |
| Class tracking to separate internal activity across teams or entities | 🥬 | 🥬 | |
| Customer payments matched to invoices for clean records | 🥬 | 🥬 | |
| Bill entry and payment workflows to streamline vendor management | 🥬 | 🥬 | |
| Manage bill payment approval and payments | 🥬 | ||
| Weekly cash flow reports so you can stay ahead, not just afloat | 🥬 | ||
| INVESTMENT | $5,250/mo (3 mo. minimum) | $4,000/mo (3 mo. minimum) | $2,450/mo (3 mo. minimum) |
