Pricing

⭐ The BrightPath System

The BrightPath System is our signature framework designed to help small business owners move from confusion to clarity and from clarity to confident decision-making. Each tier represents a stage of financial growth, with outcomes that evolve as your business does. You choose the level of partnership that fits where you are today.

We understand that every business differs in complexity and support needs.

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The packages below show typical monthly pricing ranges based on common client profiles.

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Pricing is estimated after a diagnostic review and consultation, then confirmed once any required cleanup or catch-up work is complete.

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Packages are customized so you only pay for what you actually need, with optional back-office support available at every level.

Start with Clarity

BrightPath | CLARITY

Your numbers should bring peace, not panic. The BrightPath | Clarity plan delivers clean, organized books you can rely on every month so you always know where things stand. We’ll keep your records accurate and your reports clear, with plain-language insights you’ll actually understand.
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Monthly bookkeeping and reconciliations (completed within an agreed upon timeline)

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Owner’s Snapshot: a one-page summary highlighting what changed and why

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Quarterly check-in email with trends and recommendations

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Client portal support within two business days

Ideal for business owners who want dependable bookkeeping handled with care and context.

Build Momentum

BrightPath | MOMENTUM

The BrightPath | Momentum plan moves you beyond compliance and into clarity about the future. You’ll see what’s coming before it happens, with proactive cash-flow insight and advisory guidance that helps you stay ahead. We don’t just report your results, we interpret them with you.
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Everything in BrightPath | Clarity

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13-week rolling cash-flow forecast, updated monthly

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Quarterly Insight Review

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KPI dashboard

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Priority next-business-day response

Ideal for growth-minded owners who want to use their numbers as a decision-making tool and grow with purpose.

Plan with Vision

BrightPath | VISION

The BrightPath | Vision plan provides deeper collaboration and forward planning. Together, we’ll connect today’s numbers to tomorrow’s goals, identify emerging opportunities, and track progress toward what matters most. This is where financial clarity becomes confident leadership.
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Everything in BrightPath | Momentum

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Monthly KPI dashboard review with advisory commentary

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Quarterly “Vision Check” meeting for forecasting, goals, and next steps

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Annual Vision Refresh: A deep dive into your goals, results, and direction for the coming year

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Same-day responses during business hours

Designed for owners who want accountability, insight, and a trusted partner for long-term direction.

Real World Pricing Examples

Industry: Real Estate Investing

Services Provided: Managed Accounting
Complexity:
Annual Revenue: $1,030,000
Monthly Cost: $1,050

Industry: Residential Remodeling

Services Provided: Managed Accounting, Invoicing, Back Office
Complexity:
Employees: 1
Annual Revenue: $1,534,000
Monthly Cost: $1,270

Industry: Transportation/Mobility

Services Provided: Managed Accounting
Complexity:
Employees: 5
Annual Revenue: $740,000
Monthly Cost: $775

Industry: Residential Remodeling and Construction

Services Provided: Managed Accounting, Bill Pay, Back Office, Controllership, Financial Analysis
Complexity:
Employees: 1
Annual Revenue: $6,214,000
Monthly Cost: $2,450

Ready to see your numbers in a new light?

Take the next step on your BrightPath.

BOOK A CONSULT