THE GROWTH STRATEGY + BOOKKEEPING PACKAGE: PLUS

More insight. More support. More confidence in how you grow.

The Growth Strategy + Bookkeeping Package: Plus

$13,000+

This package is for creative business owners who want more than a plan—they want a thought partner in their corner.

You’ll get the same clear-eyed strategy and financial organization as the base package, plus extended support to help you stay focused and adaptable as your business evolves.

Because smart growth doesn’t just start strong. It stays strong.

Your Investment Includes:

  • Everything in the base Growth Strategy + Bookkeeping Package

    • QuickBooks setup and professional bookkeeping by Craig (12 months)

    • A full audit of your financials

    • A strategic 2-hour session with Jenna to clarify goals, spending, and next steps

    • A custom, printed roadmap for confident decision-making

    • Quarterly financial reports via email

    Plus:

    • An extended 4-hour strategic session (great for bigger teams or layered goals)

    • A 1-hour monthly strategy check-in (to assess and refine your plan as you grow)

Why This Matters:

  • Because clarity creates momentum—but ongoing insight keeps it going.

  • Because the ROI of smart strategy shows up in every choice you make after this.

  • Because even the best plan needs revisiting as your business grows.

With this package, you’re not left wondering if you’re still on track. You’ll know.

Ideal For:

  • Creative business owners who want to build with intention—not rush to scale

  • Leaders who value data-backed decisions and thoughtful strategy

  • Teams in active growth mode who want clarity and ongoing course correction

  • Businesses that want both a clear roadmap and a partner to help them stay on it

How It Works:

  • Phase 1 – QuickBooks Setup + Financial Review
    Craig sets up your QuickBooks system and organizes your books so Jenna can review your numbers with clear insight.

    Phase 2 – Strategy Intensive
    You’ll meet for a 4-hour strategy session to align your goals, refine your offerings, and create a plan that works—for how you actually operate.

    Phase 3 – Bookkeeping + Ongoing Strategy
    Craig handles your monthly bookkeeping for 12 months, delivering organized monthly reports so that when you meet with Jenna for your monthly strategic check-ins, you’ll have the numbers you need to guide thoughtful conversations, make smart decisions, and move forward with grounded support.

    After your first year, you can:
    → Renew the full package annually, or
    → Continue with monthly bookkeeping starting at $500/month

Why It’s Worth the Investment:

  • Because at this stage, every dollar and every decision counts.

    Because having a clear plan is powerful—but having support as you implement it? That’s next level.

    Because when your strategy and your financial systems are both working, the guesswork disappears—and the ROI shows up.

Investment: Starting at $13,000

Final pricing based on business size + complexity.
Payment plans available.

You’re serious about your growth. So are we.

Let’s Do This!

You don’t need more advice.

You need a trusted partner who can help you make the right decisions—as you grow.

You need expert support to bring your vision to life—month after month.

At this level, you’ve got momentum. But what you need now is consistency. Strategic support. And a clear process for adjusting your plan as real life happens.

This package delivers exactly that: monthly check-ins, grounded financial insight, and a thought partner who helps you pivot with clarity—not panic.

No more guesswork. No more siloed decisions. Just a business that grows on purpose—because it’s being led with support.

If you’re ready to stop spinning your wheels and start moving with purpose—this is where we roll up our sleeves and build it with you.

Let’s do this.

FAQs

  • The initial strategy consult happens after your books are cleaned and ready—usually within the first month. From there, you’ll receive ongoing monthly bookkeeping for the next 12 months, with clear reporting delivered each quarter.

  • No problem. Craig will get everything cleaned up and transitioned into QuickBooks Online as part of the package. You don’t need to be “ready”—you just need to be open to getting things in order.

  • You’ll get a custom strategic review focused on how you’re showing up, what’s working (or not), and how your financial decisions are impacting your marketing results. We’ll help you spot waste, redirect resources, and move forward with a clear, aligned plan.

  • Yes! You’ll have the option to renew the full package annually or continue monthly bookkeeping with Craig starting at $500/month. You can also book quarterly check-ins with Jenna if you want continued strategic support.

  • It might be! We’ve worked with clients who just needed alignment between departments—or who were ready to reevaluate what was and wasn’t working. This package is best for creative business owners who want strategy and structure working together in one place.

  • The $7,500 price covers most creative businesses with a standard monthly transaction volume. If your business has a higher level of complexity—like managing multiple revenue streams, high-volume receipts, or international transactions—your total may be higher.

    We’ll assess this together before we begin, based on the number of accounts, platforms, and receipts Craig will need to process each month. You’ll always receive a clear estimate up front—no surprises.

    This package is designed to reflect the real workload behind the scenes, so your books stay clean and your financial systems stay sustainable.