Clarity & Control

Done-With-You Partnership

For growth-stage coaches and consultants ready to pair expert bookkeeping with proactive financial strategy. This partnership blends precision data with monthly strategy check-ins, so you always know what's driving your numbers and how to scale with confidence.

💫 12-month engagement highly recommended.

Everything in Baseline Balance, plus:

Monthly financial statements

(P&L, Balance Sheet, Cash Flow)

Accrual-based adjustments (accruals, prepayments)

Quarterly Management

Reports

Profit strategy blueprint using

our proprietary method

CPA/Tax Liaison

Support

Audit

support

Priority Email Support (48–72 Hour Response)

Optional Add-ons

Payroll via Gusto

Sales Tax Filing & Compliance

KPI Dashboard Setup & Support

Catch-up or Rescue Bookkeeping

1099 Preparation & Filing

Quarterly strategic review sessions

On-demand Advisory Session Packs

Interested in Clarity & Control?

Every engagement begins with a Deep Dive Analysis™, your personalized roadmap to uncover what’s really happening behind your numbers.

From there, we streamline your systems, strengthen your cash flow, and help you turn financial clarity into long-term strategy.

Starting at $1,500 per month

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Financial Clarity & Elevation for High-Earning Coaches, Consultants, and Founders.

Serving clients remotely across the United States

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