It’s the third of the month, and you’re not rebuilding that spreadsheet.
Three jobs, each with one price we write down before we start. No hourly meter ticking while you think of a question. Here’s exactly what you get, what it costs, and who it fits.
This is the job where the four tabs become one screen. We connect the tools you already pay for, build one clean table underneath, and put four dashboards on top that you’ll open on Monday morning.
Up to four sources connected: accounting, CRM, store, payments
One clean table underneath, refreshed before you wake up
Four dashboards, built around the numbers you actually use
A 60-minute recorded walkthrough you can replay at 11pm
A plain-English glossary: every metric, every definition
Fits you if you rebuild the same report by hand every month, or your QuickBooks, HubSpot and Shopify never quite agree. Need a fifth source? Each added one is $190.
02
$640
Two sessions · fee credits toward a Setup in 30 days
Before you build anything, find out which numbers deserve a place on the screen. We sit with your books and your gut, and we tell you where they disagree.
Session one: what you track now and what you check by gut
Session two: a written read-out of the 5–8 KPIs worth keeping
A flagged list of numbers that are quietly wrong, with the line that proves it
Read-only access only; we never post an entry in your books
Fits you if you suspect a number is off but can’t say which, or you’re not sure a full Setup is worth it yet. It’s the cheapest way to find out.
A bellwether rings before the flock arrives. This is the model that rings before the slow month does: twelve months of cash and revenue, drawn from your own numbers rather than a template.
12-month cash and revenue model built from your history
Three scenarios: lean, base and push
Lives in Sheets or Excel, and every assumption is a cell you can change
A walkthrough of the five assumptions that move the result most
Fits you if you’re hiring, buying equipment, or signing a lease and want to see the cash runway before you commit.
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// 02 — how a Setup unfolds
From first login to the walkthrough, in about three weeks.
Day 1
The 45-minute call
You name the five numbers you check by gut, and the one you’ve stopped trusting.
Week 1
Read-only logins
We connect your sources and look at how tidy the books really are.
Week 2
The clean table
One table underneath, and the first dashboard for you to poke at.
Week 3
The walkthrough
Four dashboards, a recorded session, a glossary. Everything lives in accounts you own.
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// 03 — add-ons and terms
The small print is short. It fits on one screen.
Extra data source
$190
Each source past the first four in a Setup: a second store, a payroll tool, an ad account.
Quarterly forecast refresh
$380
We re-run your Forecasting Model against the last three months of actuals.
Audit credit
−$640
Book a Setup within 30 days of a KPI Audit and the audit fee comes off.
~/terms.txt
deposit 50% to book
balance 50% at the walkthrough
pay by ACH or card
access read-only, always
$
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// 04 — what we don’t do
Three things you won’t find on the invoice.
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Bookkeeping
Your bookkeeper stays your bookkeeper. If we spot something odd, we hand it to them with the line number.
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An hourly meter
Ask the dumb question on Tuesday. It costs the same as asking it in March.
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A login you can’t keep
Every dashboard sits in an account you own. If you never call us again, it all still works.
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// 05 — pick the job by phone
Not sure which one? Call. We’ll tell you honestly.
