Support that grows with your business — from Essential to Strategic.
No more wondering if something slipped through the cracks. We keep your books clean, current, and easy to understand — so you can stop worrying about the numbers and get back to running your business.
What never gets skipped, no matter your plan.
The essentials that keep you current, informed, and never in the dark about your numbers.
Bookkeeping
Weekly transaction categorization, monthly bank and credit card reconciliation, and financial statements.
Secure Client Portal
Upload documents and message your team through one encrypted portal — no more email attachments or lost paperwork.
Monthly Financials You Can Read
Clear, plain-English financial statements every month — not just numbers, but a real picture of how your business is doing.
Clarity Snapshot
A concise, plain-English written executive summary of your monthly financials, included with every tier — so you're never left decoding a report on your own.
A Dedicated Team Member
The same person gets to know your books and your business — not a rotating cast of strangers.
It starts with a conversation, not a quote.
We'll talk about your business and where you want to take it. If it's a good fit, we take a close look at your books, walk you through what we find, then build a plan to clean them up and keep them that way — priced on what's really there, not a guess. A real member of our small team handles every step of it — meet everyone on our About page.
Discovery Call
A conversation about your business and where you want to take it — so we can see if we're a good fit.
Diagnostic Review
A full report on your books as they are today, with clear recommendations to get them where they need to be — we walk through it together so it actually makes sense.
Cleanup / Catch-Up
Priced on what we actually find — not a guess — and can be phased to fit your cash flow.
Ongoing Monthly Service
Once your books are current, ongoing monthly support kicks in — a predictable rhythm from there.
Pick the level of support that fits where you are right now.
Every tier builds on the last, so you're never paying for more than you need — or outgrowing your support without noticing.
Accounting
- Secure Client Portal — web & mobile access anytime
- Dedicated Team Member — no rotating teams
- Monthly Bookkeeping & Reconciliation — accurate books, every month
- Monthly Financial Statements — delivered by the 20th, with Clarity Snapshot
- Year-End Financial Summary Packet — ready for your tax preparer
- Semi-Annual Owner Review Call
Controllership
- Everything in Essential, plus:
- Accounts Payable — bill entry, scheduling & execution
- Payroll Assistance — for multiple W-2 employees
- W-9/1099 Management — proactive monthly collection & annual issuance
- Illinois Sales Tax Filing — ST-1 filing & compliance support
- CPA Point of Contact — we work directly with your CPA
- Monthly Financial Statements — delivered by the 15th, with Cash Clarity Report
Advisory
- Everything in Growth, plus:
- Cash Flow Forecasting — rolling 13-week/90-day outlook
- KPI Dashboards — margin per job/tech, revenue by service line
- Budget-vs-Actual Reporting — with variance thresholds
- Board Financial Presentations — on behalf of the treasurer
- Banker/Investor Point of Contact — always with your sign-off
- Monthly Owner Review Call + Quarterly Strategy Session
Every engagement is priced individually after your diagnostic review — we don't publish flat tier pricing because no two clients' books are the same.
See the Full Plan Comparison
| Feature | Essential | Growth | Strategic |
|---|---|---|---|
| Secure Client Portal (web + mobile) | ✓ | ✓ | ✓ |
| Dedicated Team Member | ✓ | ✓ | ✓ |
| Monthly Accounting Essentials | ✓ | ✓ | ✓ |
| Bank & Credit Card Reconciliation | ✓ | ✓ | ✓ |
| Monthly Financial Statements | By the 20th | By the 15th | By the 10th |
| Clarity Snapshot (written executive summary) | Included | Included | Included |
| Video Walkthrough & Cash Clarity Report | — | ✓ | ✓ |
| Year-End Financial Summary Packet | ✓ | ✓ | ✓ |
| Troubleshooting & Support | 2 business days | 2 business days | 1 business day |
| Owner Review Call | Semi-annual | Quarterly | Monthly + Quarterly Strategy Session |
| Higher Detailed Reporting (Job-Type/Fund-Type) | — | ✓ | ✓ |
| Accounts Payable | — | ✓ | ✓ |
| Accounts Receivable Assistance | — | ✓ | ✓ |
| Payroll Assistance | — | ✓ | ✓ |
| Workers' Comp Audit Assistance | — | ✓ | ✓ |
| W-9/1099 Management | — | ✓ | ✓ |
| Paperless Receipt Management | — | ✓ | ✓ |
| Illinois Sales Tax Filing | — | ✓ | ✓ |
| CPA Point of Contact | — | ✓ | ✓ |
| Cash Flow Forecasting | — | — | ✓ |
| KPI Dashboards | — | — | ✓ |
| Budget-vs-Actual Reporting | — | — | ✓ |
| Banker/Investor Point of Contact | — | — | ✓ |
| Board Financial Presentations | — | — | ✓ |
| Financing/Lending Documentation Support | — | — | ✓ |
Essential — not included
- Accounts payable
- Higher detailed revenue coding (job-type/fund-type)
- Payroll processing or assistance
- W-9/1099 management
- Income or business tax services — never, any tier
Growth — not included
- Multi-location or multi-entity consolidated reporting
- Cash flow forecasting, KPI dashboards, or budget-vs-actual reporting
- Banker/investor or board point of contact
- Income or business tax services — never, any tier
Strategic — not included
- Income or business tax services — never, any tier
- M&A due diligence or valuation
- Legal advice of any kind
- Need something that's not listed in your tier? We'll scope it together with a documented change order before any work begins — no surprises on your invoice.
- Your tier is confirmed together, based on a real conversation about your business needs — not revenue alone.
- The Cash Clarity Report is a one-page cash overview added starting at the Growth tier — a fast answer to "where does my cash actually stand?"
Specialized experience in two industries.
Plumbing & Electrical Contractors
Job-cost coding, crew payroll assistance, and subcontractor 1099 tracking.
See Trades ServicesChurches
Fund-accounting-aware bookkeeping and 1099 tracking for guest speakers and musicians.
See Church ServicesA few things we don't do (on purpose).
No Tax Filing
We don't prepare or file taxes, at any tier — but we keep your books clean, current, and tax-ready, so tax season is easy for you or your CPA.
No House Calls
You won't find us knocking on your door. Everything happens virtually, so you get expert help without clearing your calendar.
No Guessing
Every number is reconciled and audit-ready. If we're not sure, we'll say so — never an answer we made up.
What people ask before booking a call.
What's the difference between the Essential, Growth, and Strategic tiers?
Essential (Accounting) covers foundational monthly bookkeeping, reconciliation, and financial statements delivered by the 20th. Growth (Controllership) adds detailed job/fund revenue coding, full accounts payable and receivable support, payroll assistance, Workers' Comp audit assistance, W-9/1099 tracking, Illinois sales tax filing, and a direct CPA point of contact. Strategic (Advisory) adds rolling cash flow forecasting, KPI dashboards, budget-vs-actual reporting, a monthly owner review call plus quarterly strategy session, and board financial presentations. Every tier excludes tax services.
Do you offer CFO-level reporting like cash flow forecasting, KPI dashboards, or board presentations?
Yes. Our Strategic Advisory tier includes rolling 13-week/90-day cash flow forecasting, KPI dashboards by job or service line, budget-vs-actual reporting with variance thresholds, and board financial presentations on behalf of the treasurer or owner — built for larger organizations ready for forward-looking financial leadership.
How is my engagement priced?
Every engagement starts with a paid, standalone diagnostic review of your actual books. Pricing for cleanup and ongoing monthly service is based on what we find during that review — not a flat-rate guess, and not published tier pricing, since every client's books are different. If you need something outside your tier, we scope it together with a documented change order before any work begins.
Does Allied Numbers provide tax services?
No. We do not provide tax preparation, tax planning, or tax advisory services in any capacity, at any tier. We're happy to work alongside your CPA or tax professional.
Not sure which tier fits?
Book a complimentary discovery call — let's talk about how we can help your business grow.
Book Your Discovery Call