Pricing
Start with a free health check. Move to the monthly plan if it helps.
A one-page look at your numbers.
- Where your cash went
- What your team costs
- How much one client controls
In your inbox within two business days. You owe nothing after.
Get your free health checkA clear view of your numbers every month, and of the year ahead.
- Each month, what your numbers mean and what to do next
- A 12-month forecast you can change
- Alerts before cash, a client or team cost becomes a problem
- Answers by email within two business days
Setup included. First month refunded if it does not help. Or pay for 12 months at $9,500 and get two months free.
Start with the free health check →3 to 5 spots available this month
Which clients make you money, and which ones cost you.
- The clients that lose money
- One action for each of them
- A Google Sheet you can change
An add-on for plan clients. We ask for a time tracker export after you join.
Meetings, bookkeeping, tax and system setup are not part of any plan.
Fractional CFO firms charge $3,000 to $5,000 a month for this kind of work, with monthly meetings. Software costs less, and you do the work yourself.
A good fit
- Marketing, creative, web and digital agencies
- $750,000 to $5 million in revenue
- Mostly retainer clients
- QuickBooks Online or Xero, with a bookkeeper who closes each month
- One company
Not a fit
- Agencies with no bookkeeper at all
- Groups of several companies
- Owners who want weekly meetings
- Agencies not on QuickBooks Online or Xero
Pricing questions
Is there a setup fee?
No. Setup is included for our first clients.
What if the first month is not useful?
If your first month does not show you anything useful, we refund it.
Can I pay for the year?
Yes. Twelve months up front is $9,500. That is two months free.
Can I cancel?
Yes, any month. The plan is month to month.
What does the Client Profit Deep Dive need from me?
An export from your time tracker with hours by person and client for at least three months, plus your accounting system. You send the export after you join the plan.
Can I buy the Client Profit Deep Dive without the plan?
Not yet. It builds on the numbers we already hold for plan clients.
What is not included?
Meetings, bookkeeping, tax and system setup. Larger projects outside the plan are quoted before we start.
Start with the free health check.
Two minutes to request it. No meetings.
Get your free health check →