The Clarity Tier
Clean Books and Monthly Insight
Foundational bookkeeping done right, plus a monthly review with someone who reads your numbers like an operator. The right starting point for DFW businesses that need clean books and a clear monthly snapshot — without paying for advisory you don't yet need.
Clarity is right if you…
- Annual revenue between roughly $500K and $3M
- One operating entity (no multi-entity consolidation needed yet)
- Books are behind, messy, or you've outgrown a part-time bookkeeper
- You want monthly financials you actually trust
- You're not yet ready for full controller or fractional CFO support
Look at another tier if you…
- You need controller-level oversight, forecasting, or pricing analysis
- You operate three or more entities that need consolidated reporting
- You're preparing for a capital raise, acquisition, or exit
- You need full fractional CFO partnership with board-ready reporting
What's Included
Monthly bookkeeping & reconciliation
All accounts reconciled monthly with a clean, audit-ready trail. No more bank-statement guesswork at year-end.
Monthly financial statement preparation
Profit & loss, balance sheet, and statement of cash flows delivered with a short narrative on what changed.
One monthly advisory call
Thirty minutes with your bookkeeping lead to walk through the month, flag anomalies, and answer your questions.
Cash flow visibility
A simple cash position view each month so you know what's in the bank, what's coming in, and what's going out.
Year-end handoff to your tax preparer
We package your year-end financials and supporting schedules for your outside CPA so tax season is uneventful.
Cloud-based, secure document workflow
All your records live in one organized place. Access from anywhere; we handle the heavy lifting.
What an Engagement Looks Like
Not Included in Clarity
Transparency matters. Here's what this tier does not cover so you can decide if you need a different tier or an outside specialist.
- Forecasting, scenario planning, or pricing analysis (Momentum tier)
- KPI dashboards or weekly cadence (Momentum or Vision tier)
- Multi-entity consolidated reporting (Momentum tier and up)
- Investor or lender packages, board reporting (Vision tier)
- Tax preparation, payroll processing, or bill-pay services
The Aligned Ledger is not a CPA firm and does not provide tax preparation, payroll processing, bill pay, or attest/assurance services in any tier.
Common Questions About Clarity
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Ready to start with Clarity?
Book a free Financial Alignment Call. We'll confirm fit, walk through scope, and answer any questions before you commit.
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