​

Tier 1 — Foundational

Support

Financial Clarity for

Tech Service Firms

​ Starting at $900/month

(Final pricing determined after

your Financial Readiness Review

and bookkeeping health

assessment.)

Accurate books that stabilize

your operations. Clear reports

that guide your strategy.

Early insight for stable cash flow.

Tier 1 gives your tech firm the solid

 financial foundation needed for

 confident day-to-day decisions.

You get clean, consistent books and

 reliable visibility into your

numbers —essential for planning

payroll, managing subscriptions,

 controlling expenses, and

maintaining cash flow stability.

WHAT’S INCLUDED:

- Monthly transaction categorization

- Monthly bank & credit card

 reconciliations

- Accurate monthly financial

statements (P&L, Balance Sheet,

Cash Flow)

- Monthly diagnostic review

summary

- Early cash-flow insight

- Tech-specific account coding

(labor, tools, software, equipment)

- Subscription + expense visibility

- Financial Cents secure document

portal

- Email support for bookkeeping

 questions

​ BEST FOR:

MSPs and tech service firms under

~$40k–$50k/month revenue needin

 clarity, organization, and reliable

 financial visibility.

​

Tier 2 — Growth

Alignment

Financial Strategy for Scaling

Tech Service Firms

​ Starting at $1,500/month

(Final pricing determined after

your Financial Readiness Review

and bookkeeping health

assessment.)

​ Includes all Foundational features,

plus…Data-driven forecasting that

guides profitable growth. Strategic

 support for smarter scaling

decisions. Proactive guidance so

you know what’s next.

Tier 2 is designed for growing MSPs

and tech firms ready to step into

deeper financial strategy. You get

 forward-looking clarity and

advisory support that helps you

hire with confidence, price

accurately, strengthen margins,

and stay ahead of cash flow risks.

WHAT’S INCLUDED:

- Everything in Tier 1

- 12-month rolling forecast

- Forecast vs actuals analysis

- Quarterly advisory sessions

- Cash-flow forecasting &

scenario planning

- KPI tracking (GPM, OPM, NPM,

labor allocation, utilization)

- Early-warning indicators for

cash, labor, and expenses

- Strategic guidance for pricing,

hiring, and scaling

- Support for CPA, lenders, or

financial planning needs

​ BEST FOR:

MSPs, network engineering firms,

 cybersecurity service providers,

and low-voltage contractors scaling

 beyond $40k–$50k/month revenue

who want proactive financial

direction, stronger margins, and

better control over growth.