For Small Businesses That Need Clean, Reliable Financials

No contracts - cancel anytime
For Businesses Focused on Profitability & Cash Flow

No contracts - cancel anytime
For Owners Who Want Strategic Financial Leadership

No contracts - cancel anytime
The financial baseline every serious business needs
This is for businesses that want their books done properly and their tax obligations handled without surprises.
This Includes:
Core Accounting
Monthly bookkeeping & reconciliation
Monthly financial statements
Error review & cleanup as needed
Tax Compliance
Corporate tax filing
Personal tax filing for owner(s)
Basic year-round tax planning
Support
Email Support
Annual Review Call
Best for:
Owner-operators
Early growth businesses
Companies tired of messy or unreliable books
What this TIER is NOT:
Not CFO-level strategy
Not advanced forecasting
Not frequent advisory
Turn financial data into actionable insight.
This is where Spark starts acting like an internal finance department, not just an accountant.
This Includes everything in the FOUNDATION package PLUS:
Financial Insight
Monthly financial review
Cash flow monitoring
Budget creation & tracking
Tax Strategy
Proactive tax planning
Owner compensation optimization
Quarterly tax projections
Advisory
Quarterly strategy calls
Profitability & margin analysis
Key KPI tracking
Best for:
Businesses scaling past survival mode
Companies with employees or contractors
Owners making regular growth decisions
The Outcome:
Clients know:
Where money is being made
Where it’s being lost
What they can afford
What to fix next
Executive-level financial insight without the full-time cost.
This is your flagship, highest-margin offering.
This Includes everything in the GROWTH package PLUS:
Strategic Oversight
CFO-level financial leadership
Pricing & margin optimization
Cash flow & capital planning
Advanced Reporting
Custom KPI dashboards
Rolling forecasts
Scenario planning (hiring, expansion, downturns)
Leadership Access
Monthly CFO strategy calls
Priority support
Investor / lender readiness
Best for:
$1M+ revenue businesses
Agencies & service firms scaling fast
Owners preparing for financing, acquisition, or exit
The Outcome:
Clients know:
Make decisions with confidence
Anticipate problems before they happen
Run their business like an asset—not a job
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