Tier 1 — Foundational Setup

Starting at: $750–$1,500

Includes:

• Chart of Accounts review

• Basic project or program structure

• Reporting setup

Best for newer or simpler operations.

Tier 2 — Project Based Optimization

Starting at: $2,000-$4,000

Includes:

• Project / job / phase setup

• Revenue & expense mapping

• Workflow recommendations

• Reporting aligned to operations

This my most popular tier.

Tier 3 — Advanced Financial Structure

Starting at: $4,000+

Includes:

• Complex project or program tracking

• Inventory or COGS structuring (where applicable)

• Multi-revenue stream clarity

• Custom reporting

This tier is expert-level work.

**Project-based, job-costing, or multi-revenue businesses require more advanced setup to ensure ongoing accuracy and usable reporting.