Bookkeeping · Tax Strategy · Advisory

The smart money behind your business.

Most firms hand you the books and disappear. Savvent hands you the brief — what your numbers mean, and what to do next.

$500K–$10M service businesses
Savvent IQ in every plan
Led by a Tax Strategist & Fractional CFO
Clean books  Clear signal  Numbers you can use  Always one read ahead   Clean books  Clear signal  Numbers you can use  Always one read ahead  

Most firms give you the books.
Savvent gives you the brief.

Bookkeeping is becoming a commodity — software and AI are racing to the bottom of the price chart. We sit above it, where the value actually is: telling you what your numbers mean, every single month, in plain English.

The differentiator

Savvent IQ reads your numbers so you don't have to.

Every report opens with one insight that matters — generated from your live financials, reviewed by your team, written so you actually understand it.

01

One signal, not a spreadsheet

We surface the single trend or anomaly that matters this month — and the one action to take. No 14-tab dump.

02

Always human-reviewed

The intelligence is AI-augmented, but a real person on your team signs off before it ever reaches you.

03

Plain English, every time

"Your margin slipped 4 points — here's why." Not "gross profit ratio variance." Clarity is the product.

04

Built for the tax outcome

Led by a tax strategist, your books are structured for planning from day one — not just compliance.

◈ SIGNAL BOARD — Q2 SNAPSHOT
+11%
Revenue MoM
38%
Gross margin
$1.8M
TTM revenue
Net margin vs target (50%)
// READOUT: Margin is healthy but trending down 2 months running. Materials cost is the lever. Flagged for the June review.
Three plans · one journey

Start where you are.
Scale as you grow.

Every plan includes Savvent IQ. Final pricing flexes with your revenue, accounts, and complexity — these are starting points.

◈ Savvent IQ included
Savvent Core
Foundation bookkeeping with a monthly read. For owners under $500K.
from$650/mo
Under $500K revenue
  • Monthly reconciliation, up to 3 accounts
  • 5 core financial reports
  • This Month's Signal + 4 KPIs
  • Quarterly video walkthrough
  • Year-end tax package
Choose Core
Most chosen
◈ Savvent IQ expanded
Savvent Growth
Books + tax + the support a scaling business needs.
from$1,250/mo
$500K – $2M revenue
  • Everything in Core, up to 6 accounts
  • Payroll setup + sales-tax support
  • Business tax return + estimates
  • Monthly video walkthrough
  • 48-hour response SLA
Choose Growth
◈ Savvent IQ Advisor
Savvent Advance
A full finance department — strategy, advisory, and time with Jay.
from$2,950/mo
$2M+ revenue
  • Everything in Growth, up to 10 accounts
  • Full 15-driver KPI dashboard
  • Live monthly review + quarterly Jay call
  • Tax planning + owner-pay strategy
  • 24-hour SLA · limited seats
Choose Advance
What real clients pay

No two businesses price the same.

Your fee flexes with revenue, account count, and complexity. Here's what that looks like in practice.

Cleaning service$750K rev · 12 staff · TX sales tax
$1,400/mo
Insurance agency$1.1M rev · 1 entity · 4 producers
$1,250/mo
SaaS company$3.2M rev · multi-state · accrual
$5,200/mo
Real estate agent$250K rev · solo · simple books
$650/mo

Illustrative examples. Your exact fee is set after your Savvent Snapshot.

Start with a Savvent Snapshot.

A paid deep-dive into your current books — every issue, opportunity, and a sample of your first Signal. If you come on board, it's credited toward your first month.

Book your Snapshot
$500fully credited if you join