Engagement Packages
Transparent. Premium. Done right.
Choose the package that matches your stage. Every engagement includes direct access to our team — no offshore hand-offs, no boilerplate.
Package
Essential Starter
Launch your business the right way.
- LLC / Corporation formation filing
- EIN registration
- Operating agreement template
- Business email setup
- Onboarding strategy session
Monthly Retainers
Back-Office Processing Services.
Ongoing operational support for founders who want to focus on growth while we run the back office. Every retainer is tailored — pick the tier that fits your stage, then we customize from there.
Retainer Tier
Starter Support
Foundational back-office for emerging operators.
- Up to 10 hours of monthly back-office processing
- Bookkeeping entry & monthly reconciliation
- Invoice creation & accounts receivable tracking
- Basic vendor & expense management
- Document organization & secure storage
- Email support — 48-hour response window
Recommended Retainer
Growth Support
Scaled operations for businesses in active growth.
- Up to 25 hours of monthly back-office processing
- Full bookkeeping + monthly financial reporting
- Payroll coordination & contractor payments
- AR/AP management with collections follow-up
- Vendor onboarding & compliance tracking
- Quarterly strategy & performance review
- Priority email + scheduled call support
Retainer Tier
Investor / Premium Support
White-glove operations for investor-backed ventures.
- Unlimited back-office processing hours
- Investor-grade financial reporting & dashboards
- Cap table & equity record maintenance
- Board & investor update preparation
- Dedicated account lead + cross-functional team
- Compliance, audit prep & document custody
- Same-day priority response, direct line access
Please Note
All back-office retainers are customized based on client needs. Hours, deliverables, and scope are tailored to your business stage, industry, and growth trajectory after a discovery call.
Investor Loan Operations
DSCR Loan Processing per file.
Institutional-grade processing for real estate investors, brokers, and lending partners. We handle the file from intake through clear to close — so capital moves faster and originators stay focused on the next deal.
Per-File Tier
Standard DSCR Processing
Single-property files with standard documentation.
- Complete file setup & lender intake
- Borrower communication & document collection
- Title, insurance & appraisal coordination
- Condition tracking through underwriting
- Underwriting submission & follow-through
- Support through clear to close
Investor Favorite
Complex / High-Touch DSCR
Entity-held, multi-unit, or condition-heavy files.
- Everything in Standard DSCR Processing
- LLC / entity structure review & vesting coordination
- Multi-unit, mixed-use, or short-term rental files
- Complex income & DSCR ratio analysis
- Multi-party communication (CPA, attorney, title)
- Active condition management with daily follow-up
- Pre-underwriting file scrub for first-pass approval
Per-File Tier
Premium / Rush Processing
Time-sensitive closings with white-glove handling.
- Everything in Complex / High-Touch DSCR
- Expedited 24–48 hour file setup
- Daily borrower & lender status touchpoints
- Priority underwriter escalation handling
- Coordinated rush appraisal & title ordering
- Dedicated processor with same-day response
- Closing-week war-room support to CTC
Optional Add-Ons
Tailor the file to the deal.
- Rush turn — under 5 business days (+$250/file)
- Additional borrower or co-borrower (+$150 each)
- Entity restructure / vesting cleanup (+$200/file)
- Second appraisal or AVM coordination (+$150)
- Post-close investor reporting package (+$200)