One system.
One investment.
Every client gets the full financial stack — bookkeeping, tax returns, tax planning, CFO strategy, and exit planning. No tiers. No stripped-down packages.
Book Your Scale-Ready Assessment
Free diagnostic · US-based service businesses · $1M–$20M revenue
Monthly Retainer
$5,000/mo
Full system deployed in 90 days
Bookkeeping + tax returns
Proactive tax strategy
Live CFO dashboard
Monthly CFO sessions
Exit planning + enterprise value
No tiers. No add-ons. Everything from day one.
$96.2M
Revenue Under Management
Monthly Retainer
$5,000/m
90 days
to full deployment
This is what it costs to have a dedicated financial team running your entire operation through a single diagnostic system.
What’s Included
Clean books and tax returns
Accurate, current financials and full compliance across federal and state filings.
Proactive tax strategy that frees up cash for growth
Entity structuring, timing strategies, and deductions deployed before tax season — not after.
A dashboard mapping your sales and marketing data to a forecast
Live visibility into revenue, pipeline, and margin — connected to your 60/15/15 targets.
Monthly CFO meetings — budget vs. actuals, bottleneck identification
Strategic sessions to track your numbers, identify the next constraint, and keep you on the growth path.
Ongoing enterprise value development
Margin discipline, owner dependency reduction, and documentation built toward a premium exit.
Book Your Scale-Ready Assessment — Free
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
What This Isn’t
Bennett Financials
Build the financial clarity to scale with confidence.
Free Scale-Ready Assessment — see how your business scores on the 60/15/15 standard.Book yours →
Pricing
Not bookkeeping with a CFO label on it.
Other Firms
Tiered packages — you get less until you pay more
Wait until tax season to think about your taxes
Add services as line items — surprises on every invoice
Report on what happened — never on what’s coming
Bennett Financials
Every client gets the full system from day one — no tiers
Proactive tax strategy deployed year-round, not at year-end
One flat fee. Everything included. No surprises.
Live forecasting dashboard — always forward-looking
How to Start
The Scale-Ready Assessment.
Free and thorough. It tells both of us whether we’re the right fit before a single dollar changes hands.
1
30-Minute Call
We discuss your current state, goals, and whether the system is a fit. No pitch. No pressure.
2
Full Diagnostic
We stress-test your books, cash position, tax exposure, and operational dependencies.
3
System Installation
If we’re a fit, we install the full financial operating system. Live in 90 days.
Enterprise Value
The system doesn’t just improve margins.
It builds a business worth selling.
Based on 5,000+ benchmarked companies, businesses that score 80+ on the Value Builder System exit at 6.27x EBITDA — more than double the 2.76x average for those below 50.
Exit planning built into every engagement from day one
With Bennett Financials
80+ Value Builder Score
6.27x
EBITDA exit multiple
Industry Average
Below 50 Score
2.76x
EBITDA exit multiple
Based on 5,000+ companies via Value Builder System
Proof
Real results.
Real businesses.
$402K
Tax Eliminated
Motiv Marketing
$220K+
Tax Savings
VirtualCounsel
$185K+
Tax Savings
Optmyzr
$300K
MRR Achieved
Eden Data
VirtualCounsel
“A team we can rely on, with rapid-fire responses and consistent support.”
Daniel Goodrich
CEO & Founder, VirtualCounsel
Eden Data
“We grew from zero to $300K MRR with Arron’s leadership.”
Taylor Hersom
Chairman, Eden Data
Get Started
Your business has the same potential.
The system will show you where.
The Scale-Ready Assessment is free. It’s a full financial diagnostic that shows you exactly where your margins are leaking, what your tax exposure looks like, and where your business stands on enterprise value.
Book Your Scale-Ready Assessment
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
Ready when you are
Get clear on the next financial move for your business.
Book a no-pressure conversation with the Bennett Financials team.