For businesses that need clean books and financial clarity.
$1,500–$2,500 / month
💸 Early Access: $750–$1,250
Accurate, up-to-date bookkeeping
Monthly financial reports & reconciliations
Smart automation to reduce errors
Missed Calls SMS AI Agent for incoming calls
Monthly check-in with our CFO
No contracts - cancel anytime
For growing teams that want better financial insight and planning.
$4,000–$6,000 / month
💸 Early Access: $2,000–$3,000
Budgeting and Forcasting
KPI dashboards and reporting
Cash flow strategy & planning
AI alerts to avoid financial surprises
Branded client portal dashboard
No contracts - cancel anytime
For founders who want full support, automation, and strategic growth.
$10,000–$13,000 / month
💸 Early Access: $5,000–$6,500
Everything in Clarity Core + Growth Guide
Fractional CFO & COO leadership
Growth strategy sessions
AI Automated systems
Fully integrated operations that scale with you
No contracts - cancel anytime
Starter
$497/mo
White-label CRM & pipeline management
Smart contact capture (web forms, SMS, social DMs)
Appointment scheduling (syncs with Google/Outlook calendars)
Missed-call text back (never lose a lead again)
1 pre-built funnel/landing page template
No contracts - cancel anytime
Growth
(Automation Package)
$997/mo
Everything in Starter, plus:
Automated review requests & reputation dashboard
AI-driven email & SMS campaigns (lead nurture sequences)
2–3 pre-built funnel/landing page templates (industry-specific)
Social media scheduler with AI captions/templates
Branded client portal dashboard
No contracts - cancel anytime
Elite
$2500 One-Time & $2000/mo
Everything in Growth, plus:
Membership & online course platform (white-label)
AI secretary support for scheduling, follow-ups, reminders
Full multi-channel automation (web, SMS, email, FB/IG DMs, WhatsApp)
Quarterly strategy & system optimization calls
Priority support + done-for-you content setup
No contracts - cancel anytime