Your business, finally making sense.
Monthly bookkeeping, quarterly guidance, and real support—so you can stop guessing and start running your business with clarity and confidence.
For business owners ready to build real structure and take control of their numbers.
You didn’t start your business to feel behind.
- Your numbers aren’t always clear
- You’re making decisions without solid data
- Things feel reactive instead of intentional
- You don’t have anyone consistently guiding you
Sound familiar?
Most business owners feel this way. It’s not a you problem—it’s a system problem. That’s exactly what Business Foundations fixes.
That’s where we come in.
More than bookkeeping. A foundation for your business.
Business Foundations is a structured monthly service designed to give you clean financials, consistent guidance, and the support you need to run your business with confidence.
Built for business owners who are ready.
Business Foundations is for owners who want to move beyond guesswork and build a business that runs with structure and clarity.
You’re a good fit if you:
- Want clean, reliable financials you can trust
- Are ready to follow a structured process
- Value guidance—not just compliance
- Are committed to improving how your business operates
- Want a CPA firm, not just a bookkeeper
This is not a fit if you:
- Are looking for the lowest-cost option
- Prefer to handle things informally or as needed
- Are not ready to commit to a consistent process
- Want to stay on QBO without migrating to our system
A simple, structured path forward.
A clear path to running your business right.
LEARN
Build knowledge. Gain Clarity.
APPLY
Take Action. Build Momentum.
THRIVE
Grow with confidence. Create impact.
GRADUATE.
GROW.
LEVEL UP.
Advance to the next level and achieve more.
Strong Foundations.
Stronger Futures.
Everything you need. Nothing you don’t.
Simple, transparent pricing.
Business Foundations is designed for business owners ready to invest in building
a stronger, more structured business.
FOUNDATIONS CORE $1,300/monthClean books, quarterly guidance, and your tax return—all in one monthly fee.
- Monthly bookkeeping via Digits
- Financial reports (P&L, Balance Sheet)
- Quarterly strategy meetings with your CPA
- Business tax return (federal + CA)
- Ongoing support—real answers when you need them
FOUNDATIONS GROWTH $1,700/monthEverything in Core, plus deeper planning and priority access.
- Everything in Foundations Core
- Priority support—faster response times
- Deeper quarterly planning sessions
- Forward-looking financial guidance
- Proactive tax planning throughout the year
FOUNDATIONS SCALE $2,200/monthEverything in Growth, plus monthly check-ins and full advisory.
- Everything in Foundations Growth
- Monthly check-in calls
- Ongoing advisory support
- Higher-touch CPA relationship
- Strategic guidance as your business grows
Pricing notes
- Pricing is based on standard business complexity and transaction volume. We’ll confirm your exact investment during your initial call.
- Higher-volume businesses with multiple bank accounts, credit cards, or payroll are quoted individually.
- A one-time onboarding fee applies to new clients. This covers setup, data migration, and ensuring your financials are clean and accurate from day one. Simple: $300–$500. Moderate: $500–$800. Complex or messy books: $800–$1,500.
- Currently using QuickBooks Online? We handle the migration to Digits as part of onboarding.
This isn’t how most firms work.
Most firms…
- Just do your books and send a report
- File your taxes and disappear until next year
- React to problems after they happen
- Leave you wondering what the numbers mean
We help you actually run your business.
- You’ll understand your numbers
- You’ll know what to do next
- You’ll catch issues before they become problems
- You won’t be doing this alone
Built to grow with you.
Common questions.
we clean up your books and get everything organized before your first
monthly cycle begins. The onboarding fee reflects that work.
your finances. We handle the migration as part of your onboarding. Most
clients find the switch straightforward, and the visibility you gain is
worth it.
included in all tiers. California state return included. Complex
multi-entity situations may require a custom quote—we’ll confirm on your
initial call.
established revenue. If you’re pre-revenue or very early stage, we’ll let
you know on the call whether you’re a fit right now or whether to come
back in six months.
foundation it needs to operate with clarity and structure. At that point,
we’ll discuss whether higher-level advisory, CFO services, or a custom
engagement makes sense for where you’re headed.
Let’s get your business on the right track.
We’ll spend 20 minutes on a call to make sure Business Foundations is the right fit for where your business is today. No pressure, no pitch—just a real conversation.