Flexible Plans Built for You

P&G's plans are priced to give you everything you need, when you need it most, to run your business with confidence

Or, you can get started right away by choosing a plan below

If we can't 10x your investment in our services in 2 years, then the next 3 years is free.

Billed monthly
Billed annually

The Index

Join a Community of Wealth-Conscious Wealthbuilders



per month

Ideal for owners that would like to join a community of financiers, investors, and wealth-conscious entrepreneurs.


The 8 Key Drivers eBook

The Access to Capital Journal Monthly Newsletter 

Access to Member-Exclusive Content and Events 


Bookkeeping, Forecasting & Tax Planning



per month

Ideal for companies between $250k and $500k in revenue that need a financial guide that will help them scale to the next level.

Includes membership to The Index, PLUS

Monthly Bookkeeping

Profit First Assessment

Delivery by the 25th of the Month

Business Tax Preparation

Monthly Advisory Meeting (via Zoom) 

Most Popular


Profit First Implementation & Business Valuation



per month

Ideal for companies $500k and $2.5M in revenue that are serious about exiting within the next 3+ years.

Includes everything in the Profit package, PLUS

Annual Business Valuation

Access to P&G Value Builder Academy

Profit First Implementation + Coaching

Monthly Mastermind Meetings with All of Our 'Grow-level' Clients

Access to Weekly Office Hours

Built to Sell

Strategic Planning & Traction/EOS Integration



per month

Ideal for companies with $2.5M+ in revenue that are committed to exiting in under 3 years.

Includes everything in the Profit and Grow packages, PLUS

Full-Day Strategic Planning Meeting with Leadership Team

Quarterly Half-Day Strategy Updates

Weekly EOS-inspired Level 10 Meetings

Freedom Report & Score

Readiness to Exit Report & Score

Trusted by companies nationwide.
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Frequently Asked Questions

Your Questions Answered: Expert Guidance for Your Business Needs.

Understanding Our Services
Maximizing Your Business Potential