Ascent Plan

Everything in Foundation Plan, PLUS:

Profit & Cost Control

• Job costing setup & monthly review

• Labor vs material margin tracking

• Overhead allocation & breakeven analysis

• Monthly gross margin diagnostics

• Pricing leak identification

Tax Strategy

• Quarterly tax planning & optimization

• Entity structure review
  (S-Corp readiness, timing strategy)

• Deduction strategy

• Proactive estimated tax planning (not just calculations)

Cash Flow Management

• 90-day rolling cash flow forecast

• Owner compensation guidance (draws vs salary strategy)

• Seasonal cash planning (slow months vs peak months)

Advisory & Support

• Quarterly strategy calls 

• Bimestrial operational guidance calls

• Monthly KPI dashboard

• Priority email support (24–48 hrs)

• Monthly Check-ins