MONITORING
Weekly Spend Oversight
Catch anomalies early with recurring checks and actionable alerts before overspending compounds.
Managed Service For Freelancers And Small Teams
Run clean budget operations without hiring a finance team.
We monitor transactions, tune budget thresholds, and deliver weekly guidance so you spend with confidence and move faster.
24+ client workflows improved
<24h support response target
100% service-led delivery
SERVICES
Focused delivery for measurable budget outcomes.
OPTIMIZATION
Budget Threshold Tuning
Your categories and limits are continuously adjusted as your operations and cashflow patterns evolve.
REPORTING
Executive Summary Delivery
Receive practical monthly summaries with risk signals, priorities, and clear next-step recommendations.
PRICING
3-tier managed service pricing
Pick the support level that matches your current stage. Every tier includes dashboard access plus service execution from our side.
TIER 1
Starter
For solo operators needing monthly clarity.
$5.99/mo
month-to-month
- Monthly budget health report
- One optimization pass per month
- Email support, 48-hour response
- Client portal access
MOST POPULAR
Growth
For freelancers and small teams needing active oversight.
$10.99/mo
best value
- Biweekly spend and variance reviews
- Alert tuning and threshold updates
- Monthly strategic action plan
- Priority support, 24-hour response
TIER 3
Scale
For teams that want weekly operations support.
$19.99/mo
custom cadence available
- Weekly advisor check-ins
- Forecasting and scenario planning
- Custom workflows and automation support
- Priority support and escalation access
HOW IT WORKS
A process built for speed and certainty.
01 / Scope
Goals and baseline
We lock business goals, current budget posture, and the reporting rhythm before optimization starts.
02 / Operate
Weekly execution
You get recurring monitoring, threshold updates, and tactical recommendations with visible progress.
03 / Improve
Review and scale
Monthly reviews identify what to keep, cut, or automate as your transaction volume grows.
START HERE
Ready to move from tracking to action?
Tell us your transaction volume and current process. We will map the right tier and next steps in a 20-minute discovery call.