The Strategic Suite

Done-For-You Operations

For established founders earning $500K+ who want complete financial partnership and proactive leadership—not just maintenance. This full-service relationship gives you the clarity, systems, and strategic foresight of a CFO without the overhead.

📌 12-month engagement highly recommended

Everything in Clarity & Control, plus:

Weekly bookkeeping oversight and reconciliations

Custom chart of accounts optimization

Comprehensive management reporting package

Forecasting, budgeting, and financial performance analysis

Profitability insights by program or revenue stream

Strategic advisory meetings tailored to business cycles

Collaboration with your tax, legal, and wealth partners

Priority support

(24–48 hour response)

Optional Add-ons

Payroll via Gusto

Sales Tax Filing & Compliance

KPI Dashboard Setup & Support

Catch-up or Rescue Bookkeeping

1099 Preparation & Filing

On-Demand Advisory Session Packs

Additional Strategic Review Sessions

Interested in the Strategic Suite?

Every engagement begins with a Deep Dive Analysis™, our proprietary process that reveals your financial rhythm, identifies growth levers, and defines the strategy for scaling with precision and peace of mind.

From there, we manage the full scope of your financial operations so you can focus entirely on leadership and legacy.

Starting at $2,500 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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