Most businesses track revenue closely, but have no real picture of their true operating costs, or where the margin is actually going. True Cost Clarity™ fixes that.
A structured cost-mapping engagement built for growing businesses, not a full finance department, and priced accordingly.
Between serving customers, running day-to-day operations, and managing everything in between, knowing your exact financial picture slips through the cracks.
"The number one reason small businesses run into trouble isn't a lack of customers. It's not knowing their real numbers until it's too late."
True Cost Clarity™ was built to give growing businesses the same financial visibility that larger organizations get from a dedicated finance function, scoped and priced for a team of one, five, or fifteen people.
From a self-service template to a fully done-for-you audit, pick the starting point that fits where your business is right now.
One-time, instant download
This isn't a generic budget template. It's the same tracker framework built for our done-for-you Cost Audit clients, just without our team filling it in for you. You get the structure a $397 engagement runs on, and it's yours for life, including every future update, not a one-year license.
One-time, delivered in 5 business days
Our team fills out your tracker for you, identifies where your margin is leaking, and sits down with you, virtually or in person, to decide what to do about it. If a cost is high because of how the work gets done rather than what you're paying for it, we'll flag that too, that's where our STRATA Method comes in.
Includes everything in the Blueprint and the Cost Audit. Billed quarterly, not monthly.
Everything from the Blueprint and the Cost Audit, plus ongoing support so pricing and cost decisions stay current and nothing from your findings gets forgotten. About $5.50 a day.
Pricing shown reflects standard starting rates for small-team engagements. Strategy Sessions are available in person for Miami-Dade clients at no extra charge; outside that area, sessions are held virtually or in person for a travel fee. Multi-year clients may qualify for adjusted rates. Ask on your discovery call.
This timeline is specific to the Cost Audit. Quarterly Check-In clients get this same process for their first quarter; the Blueprint is instant, so there's no schedule, just work at your own pace.
A 60-minute conversation to understand your business model, current pain points, and what financial clarity would actually mean for you. No pitch, just an honest look at where things stand.
You share bank statements, receipts, and subscriptions, whatever you have. We ask the right questions to surface costs you've forgotten or never realized were business expenses.
We complete your tracker across all 19 sheets, run the numbers, identify the leaks, and calculate your real profit margins and pricing floor.
A 60-minute working session, virtual or in person for Miami-area clients, to walk through the completed tracker and leave with decisions made: what to cut, what to charge, what to automate.
Your tracker is yours, fully labeled and ready to update monthly. Quarterly Check-In clients repeat Steps 2 through 4 on a lighter cycle every quarter. Audit clients get 30 days of email support to implement changes on their own.
| What's included | Blueprint $197 |
Cost Audit $397 |
Quarterly Check-In $497/qtr |
|---|---|---|---|
| 19-tab expense tracker | ✓ | ✓ | ✓ |
| Auto P&L / ROI dashboard | ✓ | ✓ | ✓ |
| Video walkthrough & completed sample tracker | ✓ | ✓ | ✓ |
| Done-for-you data entry | - | ✓ | ✓ |
| Written Cost Report & pricing floor | - | ✓ | ✓ |
| License & permit cost check | - | ✓ | ✓ |
| Process-or-price diagnosis | - | ✓ | ✓ |
| Executive summary & 90-day action checklist | - | ✓ | ✓ |
| Strategy Session (virtual or in person) | - | ✓ | ✓ |
| Renewal calendar (licenses, permits, contracts) | - | - | ✓ |
| Quarterly refresh & rolling action tracker | - | - | ✓ |
| Quarterly flex session for urgent decisions | - | - | ✓ |
| Year-end cost & margin recap | - | - | ✓ |
| Priority email access between check-ins | - | - | ✓ |
The True Cost Clarity™ tracker maps 14 expense categories and 200+ line items, so nothing slips through unnoticed. We'll walk you through exactly what's covered on your discovery call.
Do I need to be good with Excel to use this?
Not at all. The Blueprint is built so you only type numbers into highlighted cells. Everything else calculates automatically. With the Cost Audit, our team fills it out entirely for you. No spreadsheet skills required at any tier.
What if my business is brand new, with no real expenses yet?
That's actually the best time to use it. We build your projected cost structure before you spend a dollar, so you can price correctly from day one instead of discovering you're unprofitable after the fact.
How is this different from just using QuickBooks or my accountant?
QuickBooks tracks what already happened. Your accountant files your taxes. Neither sits down with you to proactively map every expense category, calculate your ROI, or tell you what you actually need to charge to stay profitable. That's what this does.
What kinds of businesses is this built for?
All kinds of businesses: e-commerce sellers, consultants, coaches, retail and food businesses, contractors, and creative practices. The tracker covers 14 expense categories with 200+ line items. Leave blank whatever doesn't apply.
What do I need to prepare before our call?
Ideally: the last 3 months of bank or credit card statements, a list of your monthly subscriptions and tools, your average monthly revenue, and any lease or loan documents. If you don't have everything, we'll work with what you do have.
Can I upgrade from the Blueprint to the Audit later?
Yes. If you purchase the Blueprint and later want the done-for-you experience, your $197 is credited toward the Cost Audit within 30 days; you'd only pay the difference.
Is the Strategy Session virtual or in person?
Whichever works better for you. Miami-Dade clients can meet in person at no extra charge. Everyone else meets virtually, or in person for a travel fee. Either way, you leave the session with decisions made, not just a report to read later.