Your Numbers, Understood,
So You Can Lead With Confidence
Your financials tell the story of your business.
We believe clarity creates momentum.
That’s why every offer is built around the same outcome: structured support, simplified systems, and confident financial decision-making.
You won’t find generic packages or one-size-fits-all templates here.
Just thoughtful, strategy-first guidance that grows with you and a partner who sees the whole picture.
We’re here to help you read every chapter. At Loft, strategy meets simplicity so your story can unfold without stress.
Which Path Feels Right for You?
Whether you need a single strategy session, ongoing oversight, or a guided DIY system, here’s how we’ll help you get there.
The Loft View
For business owners who need more than “good-enough” bookkeeping. You need to upgrade out-of-date systems and processes and access to timely, accurate data you can trust.
The Loft Vision
For business owners who are ready to use their financial data as a powerful tool to help with future financial growth. Includes everything in “The Loft View” and builds on that foundation to help you achieve your goals
Support Packages
For business owners who are not ready for a monthly partnership but still need some advice from time to time. Projects can include financial modelling, pricing analysis, cashflow forecasting and more.
The Loft View
Your new strategic bookkeeping partner.
Your business is growing, you try to stay up to date with the latest and greatest tech, but somehow your back-end office doesn’t match that vibe.
The Loft View is all about building a strong accounting and finance foundation for your business (think process upgrades to include technology and automations whenever possible with intelligent human oversight)
This is for you if…
• You’re ready for an upgrade from your basic bookkeeping
• You’re ready to make process improvements and use technology to help
• You want real-time access to your data to keep your finger on the pulse
What’s included:
• Analysis of current processes and recommendation/implementation of tech stack upgrade
• Weekly data entry and end of week reports with USEFUL financial information
• Monthly management reports with loom video presentation
• Optional add-ons: bill pay, invoicing, payroll, class tracking
From confusion to clarity: You will have a strategic partner in your corner to ensure timely, accurate data that you can trust.
Average price: $1,200 - $3,000/month
The Loft Vision
For growing businesses that need more than just bookkeeping.
Your business is generating steady revenue—but your financial systems haven’t kept up.
You’re managing too much, questioning profitability, or stuck without a clear plan for what’s next. It’s time to shift from reacting to leading.
This monthly partnership provides hands-on strategic oversight so you can stop second-guessing and start making confident, forward-focused decisions.
This is for you if…
• You’re generating revenue between $400K and $10,000,000
• You have growth plans and need a partner to help you manage it profitabily
• You want a true financial partner—not just someone to “do your taxes”
• You need help managing cash flow, forecasting, or strategy
What’s included:
• Monthly advisory and check-in meetings
• Financial modelling + key metrics tracking
• Forecasting and cash flow planning
• The foundational work from The Loft View package (or we can work with your current bookkeeper)
Average price: $2,500 - $5,500
From overwhelmed to empowered: Move from financial guesswork to a clear growth roadmap—so you can focus on scaling with confidence.
Support Packages
For founders who want to manage their finances – without figuring it all out alone.
You’re not ready to outsource your accounting department, or you already have a bookkeeper you love and need a little more guidance every now and then.
This offer is ideal if:
• You want to be hands-on with your numbers
• You need help setting up a sustainable system
• You have a specific issue you need help moving past and want to focus
• You want access to a CPA focused on more than just taxes and that knows the ins and outs of entrepreneurship
What’s included:
• Free discovery call to get an overall view of what your issues are
• Access to hourly package purchases that can be used at your discretion and when the need arises
• 5 hour package = $1,575
• 10 hour package = $2,750
• 20 hour package = $5,000
• All package hours must be used within 2 years from date of purcase
From uncertainty to independence: Build your own CFO system with help from an expert when you need it—so you can run your finances with clarity, confidence, and control
Wondering Where to Begin?
Choose your starting point from the table below.
The Loft View
The Loft Vision
Support Packages
Type of Support
Monthly partnership
Monthly partnership
Ad-Hoc support
Ideal For
Strategic bookkeeping
Scaling with complexity
One-off issues or projects
Revenue Stage
$400K - $10,000,000
$400K - $10,000,000
Any
Commitment
Ongoing, no contracts
Ongoing, no contracts
Hours expire within 2 years
Includes
Process improvement and bookkeeping
Strategy, forecasting, system
Whatever you want to focus on!
Hands-on Level
High
High
Depends!
Investment
$1,200-$3,000 average
$2,500-$5,500 average
Depends on package purchased
Is Now the Right Time (and Place) for This?
Investing in financial support can feel like a big step. You might be asking yourself:
“Can I really afford this?”
Think of Loft as an investment, not an expense. By uncovering hidden cash‑flow opportunities, preventing costly mistakes, and freeing up your time, our clients often more than recoup their investment within months.
“Why choose Loft over someone cheaper?”
You’re not just getting filings and numbers. You’re getting an advisor who understands your goals, anticipates roadblocks, and builds systems that grow with you so you can avoid surprises and make smarter, data‑driven decisions.
“I’ve managed so far—do I really need help?”
DIY can work… Until it doesn’t. The sooner you bring in expertise, the faster you’ll shift from firefighting to forward planning. That means less stress, fewer last‑minute scrambles, and more time to focus on what you love.
“What if I’m not ready to commit?”
We offer one‑time Support Packages for exactly that reason. No retainer required. We provide the guidance you need to move past your current hurdle. And if you want more after that, you can upgrade into a monthly partnership.
Still have questions or hesitations?
Let’s talk through it.
No pressure, just honest conversation.