Blueprint4Success™
The mandatory foundation setup that aligns books, structure, and operating systems before any monthly engagement begins. One-time. $3,500. Built to last.
Every monthly engagement begins here.
A monthly accounting service is only as good as the foundation it sits on. We don't take on monthly clients without building the foundation first — because the alternative is a year of cleanup work disguised as bookkeeping.
Discovery to takeoff.
Discovery
A 30-minute call. We map your current state, your goals, and the complexity we'll be designing around.
Proposal
A written scope: tier recommendation, timeline, deliverables, and any structural recommendations.
Setup B4S™
Books, charts of accounts, payroll, compliance calendar, reporting cadence — built and tested.
Takeoff
Monthly engagement begins. The foundation holds the weight of everything we build on top.
A foundation, fully constructed.
Every B4S™ engagement delivers the same six pillars — calibrated to your business, your tier, and your trajectory.
- Chart of accounts designed around your business model
- Books reconciled and brought current
- Entity structure review and recommendation
- Compliance calendar — federal, state, local
- Reporting cadence and dashboard setup
- Operating-systems handoff: payroll, AP/AR, sales tax
Build the foundation.
$3,500. One time. Once it's in place, we move to the monthly engagement that fits where you are.