Gain Control Over Your Cash Flow

Choose transparency and confidence with our 2-tier Cash Flow Clarity program

Compare Plans
Pick the support level that fits how you work—Partner (done-with-you) or Pro (done-for-you).
Feature
Partner
Done-With-You
$495/mo
Guided setup and forecasting—keep control with expert support.
Pro
Done-For-You
$749/mo
Most Popular
We handle the weekly work so you can focus on growth.
Forecasting
Forward visibility to plan with confidence.
 12-month forecast Up to 18-month forecast
Weekly cash-flow forecasts
See cash coming and going—avoid surprises.
 Included Included
Scenario planning
“What-if” models for confident decisions.
 Up to 2 / quarter Monthly
Cash vs. projected reporting
Simple monthly plan-vs-actual.
 Monthly Monthly
Bank-feed matching & coding
Categorize/match transactions for accuracy.
 Client action required We handle weekly
Monthly cash-flow reporting
Clear summaries you can act on.
 Included Included
Monthly P&L summary (cash-based)
Basic view built from cash activity.
 Not included
Basic only
Note: No reconciliations or full financial statements.
Transaction clean-up
Start with clean recent months.
 Not included Up to 3 months
Important: No bank account access. Reports are based on accounting-system data only. No bookkeeping, reconciliations, or full financial statements are included in either plan.
Choose Partner – $495/mo
Choose Pro – $749/mo

Month One: Fast-Track Your Cash Flow Clarity

In 30 days, you’ll go from guesswork to a clear, working forecast—with weekly visibility and next-step strategy.

  • Week 1: Kickoff, access setup, and baseline data review.
  • Week 2: Connect your accounting system and load the key cash data.
  • Week 3: Deliver your first cash-flow forecast + transaction review.
  • Week 4: Scenario planning and strategy session—lock next steps.

Cash Flow Stability Score

Take 60 seconds to see where you stand—and get a CFO-backed plan recommendation.

Answer all 5 questions to reveal your score and suggested plan. You can still choose any plan.

Do you forecast your cash flow at least 60 days ahead?
How often do you reconcile your accounting records?
How many months of operating expenses are in cash reserves?
How regularly do you compare actual cash to your forecast?
Is your invoicing & collections process consistent?
Your score
—
At Risk
Recommendation
—
Answer all 5 questions to continue. (0/5)
Select your Cash Flow Clarity Package Annual Commitments will have the setup fee waived
Choose Package Below
Cash Flow Clarity Packages and Initial CommitmentQuantityDue to Get Started
Cash Flow Clarity - Pro - 6 Month
$749 setup fee and $749 per month
1
$1498.00
Cash Flow Clarity - Partner - 12 Month
$495 per month
1
$495.00
Cash Flow Clarity - Pro - 12 Month
$749 per month
1
$749.00
Cash Flow Clarity - Partner - 6 Month
$495 setup fee and $495 per month
1
$990.00
Order Summary
Confirm Package and CommitmentQuantityDue Today
Cash Flow Clarity - Pro - 6 Month1$ 1498.00
Order Total
$
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