Foundation Plan · $550–$850/mo
Your First Real Financial Partner
For small businesses with revenue under $750K. Stop managing your finances reactively and get a trusted advisor in your corner every month — not just at tax time.
Does This Sound Familiar?
You Built a Real Business. Now It Needs Real Financial Oversight.
82% of business failures are tied to cash flow — and you're managing yours on instinct
40% of small businesses pay IRS penalties each year — often from avoidable mistakes
The average small business has only 27 days of cash reserves — one bad month can become a crisis
You're not sure if you're compliant with IRS, CDTFA, or FTB — and you won't know until it's too late
You have no one to call when a financial problem comes up — no advisor who knows your business
A 5% improvement in profit margin can double your take-home income — but you need someone to find it
50% of small businesses fail within 5 years. The Foundation plan exists to make sure yours isn't one of them — by giving you the financial oversight, compliance monitoring, and advisory access that growing businesses need.
What's Included
Everything You Need. Nothing You Don't.
The Foundation plan gives you a dedicated advisor who reviews your finances every month, monitors your compliance, and is available when problems come up — not just at tax time. You also get full access to our vetted partner network across banking, insurance, real estate, and legal.
- Monthly financial review and P&L analysis
- Cash flow monitoring and 90-day forecasting
- Quarterly strategy session with your dedicated advisor
- Compliance monitoring — IRS, CDTFA, Franchise Tax Board
- Access to our full vetted partner network (banking, insurance, legal)
- Referrals to banking and financing partners when needed
- Workers' comp and business insurance review
- Email and phone support during business hours
- Annual business health assessment
Foundation Plan
Best for businesses with revenue under $750K
Start Free — First Month On UsNo setup fees. No long-term contracts.
Not Included (But We'll Refer You)
- Tax preparation or filing (we refer to our tax partners)
- Bookkeeping (we refer to our bookkeeping partners)
- Payroll processing (we refer to payroll partners)
We have trusted partners for all of these — we'll connect you.
How It Works
From First Call to Financial Clarity
Free 30-minute consultation to understand your business
We review your financials, identify gaps, and build your baseline
Your first monthly review — we set priorities and a 90-day plan
Ongoing monthly oversight, compliance monitoring, and advisor access
Who This Is For
Built for the Business Owner Who Wears Every Hat
Most of our Foundation clients are skilled tradespeople, operators, and service providers who built something real from the ground up. They're excellent at what they do — and now they need a bilingual, hands-on financial partner who understands their industry, speaks their language, and is in their corner every month.
Ready to Step Up?
When Your Business Grows Past $1M
As your revenue grows, so do your needs. Our Growth plan adds monthly strategy sessions, KPI dashboards, loan packaging support, and active IRS and CDTFA representation.
Explore the Growth PlanStart with Zero Risk — First Month Free
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.