Accouting for agencies - built to create freedom, not stress.
Every tier begins with clean, reliable books and on-time reporting. From there, you choose the level of support your agency needs - from essential bookkeeping to deeper financial advisory and strategic guidance.
Three levels of support.
One clear foundation.
Foundation
starting at $1,500/month
For agencies that need the essentials covered.
Bookkeeping & accounting
Reconciliations
Financial statements
Dashboards & Freedom Score™
So you can get out of the weeds and stay focused on clients.
Focus
starting at $3,000/month
For agencies ready to grow with clarity and accountability.
Everything in Foundation plus
Peer roundtables
Financial video reviews
Profit Leak Snapshots
1:1 Financial Strategic Meetings
The right balance of insight and support to drive profit.
Freedom
starting at $5,000/month
For owners who want the highest level of insight and partnership.
Everything in Focus
Peer benchmarking reports
Ad hoc strategic meetings
Strategic depth for agencies scaling at pace.
Note: Final pricing depends on scope and complexity. We’ll confirm the right fit in your Discovery Meeting.
Why This Model Works
Simple. Scalable. Built for your freedom.
Every agency gets the essentials - bookkeeping, reporting, and dashboards you can rely on.
Support that grows with you - deeper insights, strategy, and accountability as your agency scales.
Freedom at the center - no matter the tier, our goal is the same: helping you build a business that truly supports your life.
Which tier fits your agency best?
Ready to see how the right level of support can free up your time and help your agency grow?