Pricing

Stage 1 — Clean Up: See the Truth in Your Numbers

Before we automate anything, we make sure the numbers are right. These low-entry offers are built to be easy “yes” decisions and give you a clear baseline.

Fastest Win

Profit Leaks Mini-Audit

Find the money and time you’re leaking in one focused area.

$49 one-time

  • Pick 1 pain point: receipts, invoices, payroll, or delivery apps.
  • Review of your current process and tools.
  • 1-page summary with 3–5 “profit leaks” and quick fixes.
  • Tool suggestions using QuickBooks, Shoeboxed, Gusto, or DoorDash Partner.
Start Mini-Audit

Perfect if you’re curious but not ready for a big project.

For Books & Restaurants

Numbers Snapshot & Scorecard

One clear snapshot of what your numbers are really saying.

$127 one-time

  • Review of one recent month in QuickBooks or POS export.
  • Simple scorecard: revenue, expenses, and red-flag trends.
  • Delivery fee + food cost view for restaurants.
  • 90-day priority list: what to fix first, second, and third.
Get My Scorecard

Best when you “feel the strain” but can’t see where it’s coming from.

Owner Strategy

One-Call Business Systems Strategy

A 60-minute working call to map your next best moves.

$397 live Zoom session

  • 60 minutes deep on your books, operations, and tech stack.
  • Identify where you’re doing too much manually.
  • 90-day action plan you can execute yourself or with us.
  • Partner stack recommendations (QuickBooks, monday.com, Gusto, etc.).
Book Strategy Session

Ideal if you prefer to talk it out and then choose a package.

Stage 2 — Streamline: Fix the Bottlenecks

Once we see the truth, we clean up the foundation. These packages tighten your books and restaurant operations so every dollar and shift has a job.

Books & Clarity

QuickBooks Cleanup Lite

Turn tangled books into clean data you can trust.

$750 starting, one-time

  • Cleanup of recent months (scope finalized on your call).
  • Chart of Accounts built for your specific business model.
  • Bank feeds, rules, and categories tightened for accuracy.
  • Setup for Shoeboxed and Synder so data flows in automatically.
Clean Up My Books

Foundation work before any serious automation or scale.

For Food Businesses

Restaurant Profit Starter

Real restaurant math applied to your menu and delivery mix.

$1,250 starter package

  • Review of menu, food costs, and delivery platform impact.
  • Spot loss-making items and underpriced winners.
  • 3–5 tactical changes you can implement in 30 days.
  • Tool suggestions: QuickBooks, MRPeasy, DoorDash Partner.
Start Profit Starter

Great for restaurants, ghost kitchens, and food trucks.

Ops & Workflow

Business Workflow Blueprint

Turn scattered tasks into one simple, visual system.

$1,750 systems design

  • Map your sales, operations, or onboarding end-to-end.
  • Design monday.com boards that match your real workflows.
  • Identify where PandaDoc, Gusto, Close, and others plug in.
  • Blueprint you can implement yourself or with our help.
Plan My Workflow

Best if your team is busy but running on text threads and memory.

Stage 3 — Automate: Let the Systems Carry the Load

When the foundation is steady, we start building real systems — so tools handle the grunt work and you focus on decisions, not data entry.

Owner ClarityMost Popular

Books → Systems Starter

From “we think” to “we know” using clean books and simple dashboards.

Starting at $2,000 4–6 week build

  • QuickBooks file standardized and cleaned.
  • Receipts → Shoeboxed → QuickBooks automated flow.
  • Monthly close rhythm and simple KPI/cash dashboard.
  • Owner walkthrough so you read your numbers in plain English.
Start Books → Systems

Best if you’ve outgrown DIY bookkeeping and want real visibility.

Systems & Automation

Business Systems & Automation Build

Your business re-built around workflows, not brute-force hustle.

Starting at $6,000 6–10 week build

  • monday.com workspace for sales, operations, or projects.
  • Proposal and contract flows via PandaDoc with e-sign.
  • Payroll & onboarding flows powered by Gusto.
  • Optional connections to Close, Outgrow, WhatConverts, and more.
Design My Operating System

For small teams ready to run on systems, not emergencies.

Stage 4 — Grow: Keep the Numbers Tight While You Scale

Once your systems are live, we can stay on as a partner — watching your numbers, tuning your automations, and protecting your margins as you grow.

Restaurant Operations Overhaul

Deep restaurant transformation using 17+ years in the kitchen and front-of-house.

Starting at $4,000 6–8 week engagement

  • Menu, food cost, labor, and delivery channels deep dive.
  • Inventory & vendor controls using MRPeasy or similar.
  • Scheduling, staffing, and shift-ready SOPs with Gusto support.
  • Owner dashboard combining financial and operational metrics.
Overhaul My Restaurant

Ideal for restaurants and food brands serious about long-term profitability.

Ongoing Support & Retainers

Keep your books clean and your systems sharp.

  • Monthly Bookkeeping – reconciliations, monthly close, KPI snapshots.
  • Automation Care Plan – monday.com, PandaDoc, and integrations tuned and maintained.
  • Restaurant Numbers Check-In – regular review of food cost, labor, and delivery mix.
  • Fractional COO Lite – recurring strategy + systems oversight without a full-time hire.

Typical retainers range from $350–$2,000/month depending on scope and team size. We finalize options after an initial project or strategy call.

Talk About Retainer Options

Which Option Is Right for You?

If this sounds like you… start here:

“We’re overwhelmed and just need someone to look.”

→ Profit Leaks Mini-Audit or Numbers Snapshot & Scorecard

“My books are a mess and I’m nervous about taxes.”

→ QuickBooks Cleanup Lite → Books → Systems Starter

“We’re a restaurant / food business and margins are tight.”

→ Restaurant Profit Starter → Restaurant Operations Overhaul

“We need real systems: tasks, onboarding, proposals, payroll.”

→ Business Workflow Blueprint → Business Systems & Automation Build

Still Not Sure? Let’s Talk for 15 Minutes

Questions You Might Have

Do I have to pick a package before the call?

No. Most owners book a 15-minute call first. We’ll talk through where you are, then I’ll recommend a starting point that matches your stage and budget.

What tools do you actually implement?

We work with a vetted stack: QuickBooks, Shoeboxed, Synder, monday.com, PandaDoc, Gusto, MRPeasy, Close, Outgrow, WhatConverts, DoorDash Partner, and others. You’ll only be recommended tools that actually fit your business.

Is there any long-term contract?

No long-term contracts to start. Projects are scoped clearly up front. Retainers are month-to-month after an initial commitment so both sides stay aligned.

What if I don’t get value from the strategy call?

If you feel the call wasn’t worth your time, I’ll follow up with a written summary and a 90-day action plan you can use on your own — no hard feelings.

Subscribe

* indicates required