Our prices start at $350/mo. The exact cost for your business will depend on the following items:

• Annual Gross Revenue
• Number of Loans
• Approximate Number of Transactions Per Month
• Number of Bank Accounts

In the 15-minute good fit call, we will discuss the questionnaire that you fill out when you schedule your call. We also ask about your business story and what motivated you to schedule a call with us! 

At the end of the 15-min good fit call, if we are able to help your business, we will schedule a 1-hour consultation to discuss more about your business and working together. 

Monthly client meetings look different depending on which part of the process our clients are in. 

When clients first onboard, we use monthly meetings to organize and educate.

As the relationship develops, our conversations help clients think like a business owner rather than an employee.