Most owners
know their revenue.
Few know their runway.
We take care of your books
so you can grow your business.
Monthly Bookkeeping
Financial Reporting
Cash Flow Visibility
When you can see clearly, you can fly higher.
Stability
Clean books
Clarity
Trust the numbers
Visibility
See the full picture
Direction
Know where you’re headed
Altitude
Scale without hesitation
Most growing businesses are flying with broken instruments.


If any of these sound familiar, you’re exactly who we built SOAR for.
Your books are months behind.
You don’t trust the numbers you do have.
You’re doing the bookkeeping yourself instead of running the business.
Your bookkeeper left, or you can’t find one you can keep.
You can’t see your cash position or what’s actually making money.
A lender, investor, or your CPA needs clean books and you’re not ready.
Flight Path: One clear path from messy books to confident decisions.
Three steps, none of them billed, before you decide anything.
Step 01
PreFlight Check
A free 30-minute call to understand your business and where the friction is.
Step 02
Airworthiness Checklist
A structured assessment that scores the actual state of your books.
Step 03
Flight Brief
Your Airworthiness Status, what it means, and a fixed quote before any work begins.
Your Airworthiness Status sets the route
Mission Capable
Straight onto your plan
Your books are accurate and current. No cleanup is sold to a business that does not need one.
Airworthy · Restricted Operations · Maintenance Required
Runway Ready first
A one-time cleanup with a fixed scope and a fixed quote. Your Status sets the level.
Tune-Up
Minor corrections
Overhaul
Material corrections
Rebuild
Full reconstruction
Every path ends the same way
Your monthly plan
Accurate books, a dependable close, and numbers you can use.
Start where you are.
Climb when you’re ready.
Three plans, one clear step between each. We size the right one on your PreFlight Check.
Takeoff
Clean, accurate books, closed on schedule every month.
- Monthly bookkeeping & reconciliations
- Profit & loss and balance sheet
- Written monthly summary
Climb
Your books, plus the day-to-day financial operations around them.
- Everything in Takeoff
- AP & AR managed
- Monthly check-in call
Cruise
Forecasting, KPIs, and a senior advisor in your corner.
- Everything in Climb
- Cash flow forecasting & budget variance
- KPI tracking & advisory review
Every plan delivers the same thing: books on a routine schedule, and numbers you can trust.
Need something outside a monthly plan? Implementations, migrations, and fractional staffing are scoped on their own. Bring it to your PreFlight Check.
Add-on · Available on any plan
SOAR Enhanced Vision
Your numbers, live and clear. We connect and automate your finance stack, then put current dashboards on screen so you never wait for a report to know where you stand.
Scoped to your stack
Ask about it on your PreFlight Check
“You can do your own books. The question is whether you should.”
Chris Hendrickson
Free · 30 minutes · No obligation · Financial readiness review