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ACCOUNTING & ADVISORY

Know what happened.Understand why.Decide what’s next.

Controller-level accounting and advisory for growing businesses, with the questions behind the numbers built in: the schedule, the staffing, the vendors and the plan.

THE SHORT ANSWERYou’ll know what your numbers mean every month, not just what they are, and what to do about them.

3 WAYS TO WORK WITH US

ONGOING · MONTHLY RETAINER Monthly accounting → Books, payroll, reporting and planning on a steady monthly rhythm. PROJECT-BASED Labor & payroll advisory → Find where payroll is costing you and decide what to change. PLANNING & PREPARATION Tax → Plan throughout the year, then file with confidence.
01WHO WE WORK WITH

A track record, not just a promise.

If your business looks like one of these, there’s a good chance we’ve already seen your kind of numbers, and the work behind them.

64Businesses servedSince founding, current & former
19StatesClient offices & remote teams
12Industries37 distinct business types
10Multi-state businessesOperating or paying people in 2+ states

Where the hive works

Every shaded hexagon is a state where one of the businesses we’ve served has a physical location or remote team members.

Who’s in the hive

Real estate portfolios to race teams, restaurants to nonprofits. Twelve industries, 37 distinct business types, and one standard for clean books.

31%

of the businesses we’ve served are in real estate & related trades: our deepest bench.

EVERY NUMBER HAS WORK BEHIND IT

Your team works where it works. We keep every state happy.

A new hire in another state isn’t just a payroll entry. It’s registrations, filings, state regulations and a cost that changes your plan.

10

businesses operating or paying people in 2+ states

8

states managed for a single business’s payroll & filings

19

states where the businesses we serve have offices or remote team members

Figures include current & former clients. Related entities counted individually.

02MONTHLY ACCOUNTING

Monthly support built around how your business actually runs.

Every business operates differently, so every retainer is scoped to yours. We become an extension of your team, and we don’t stop at categorizing transactions.

Clean books are the starting line.

Illustrative
WHAT THE BOOKS SAY
Payroll · March$18,400
Categorized. Reconciled. Accurate.DONE RIGHT
WHAT A CONTROLLER ASKS NEXT
Why is it up from February?
Is overtime driving it, or a new hire?
Does the forecast still hold?
What should change before April?
Same number. Now it can drive a decision.

What controller-level oversight actually covers

Each layer builds on the one before it.
1AccurateBooks current, reconciled and closed every month.Bookkeeping, reconciliations, month-end close
2VisibleThe numbers you actually decide with, in a format you’ll read.Reporting, KPIs, dashboards
3ControlledProcesses established, put into play and managed so they run efficiently.Process, payroll, documentation
4Forward-lookingWhat’s coming, what it costs, and what to do about it.Budgets, forecasts, cash flow, advisory
WHAT REPORTING LOOKS LIKEFour numbers, one flag, three decisions.

Not a fifty-page packet. The numbers you said you wanted to see, what moved, the operational context behind it, and what to decide next, including when the right call is to change nothing.

Every report is built around the numbers each client chooses. This sample uses a fictional business.

CLEAN BEEMONTHLY REPORT · SAMPLE
March at a glanceRivera Design Studio LLC · fictional business
REVENUE$84,200▲ 6% vs. plan
GROSS MARGIN61%On plan
LABOR % OF REVENUE34%▲ 4 pts over plan
CASH ON HAND2.1 moOf operating expenses
WHAT’S BEHIND THE FLAGOperational context: two new designers onboarding while the senior team overlaps. The overlap ends in May.
DECISIONS FOR THIS MONTH
Hold the next hire until the overlap ends
Revisit the Q3 forecast with the new labor cost
No action on margin. It’s doing its job.

Your monthly rhythm

01 · UPDATEBooks current and reconciled.
02 · CHECKFlag what looks unusual.
03 · REVIEWWhat it means, and what happened on the ground.
04 · FORECASTWhat’s likely coming next.
05 · ADJUSTThe plan, the process, or nothing at all.

What’s included, by the decision it supports

See clearly
  • Bookkeeping & transaction categorization
  • Bank & credit card reconciliations
  • Month-end close & reporting
  • KPI & financial dashboards
Plan ahead
  • Budgeting & forecasting
  • Cash flow management
  • Sales tax prep & reporting
Keep it running
  • Payroll processing & support
  • Process improvement & consulting
  • Payroll & HR support: new-hire setup, pay policies and compliance
HOW EVERY RELATIONSHIP STARTS90 days to build the foundation.We bill $60/hr for the actual work while we learn your business, because a sustainable retainer should be built on real experience, not assumptions.
Not a discount. Not a trial.It’s how almost every Clean Bee relationship has started, including our strongest.
1
UnderstandYour business, systems, workflows and what you actually need.
2
EstablishTrust, communication expectations, and whether we’re the right long-term fit. For both of us.
3
BuildA monthly retainer informed by the work we’ve actually done and the relationship we’ve built.

TRANSPARENT, CUSTOMIZED PRICING

Built from the work you actually need.

Bookkeeping$75/hr
Payroll$85/hr
Month-end / reporting$95/hr
Consulting / advisory$125/hr

After your 90-day onboarding at $60/hr, your retainer is one flat monthly fee for the areas you need, and only those, priced from the rates above and the work we’ve actually done together.

HOW IT WORKS · WHO DOES WHAT

1
ConsultationYOU + CLEAN BEE
A paid consultation ($125/hr) to review your business, systems and needs. Applied to your first invoice if you move forward.
2
Onboarding scopeCLEAN BEE
A scope of work for your first 90 days, built around how your business runs.
3
90-day onboardingYOU + CLEAN BEE
Real work at $60/hr while we learn your business. It starts with read-only access and a short list of quick answers. “Not sure” is a fine answer.
4
Your retainerCLEAN BEE
Built from 90 days of real data, not a guess. One flat monthly fee and the monthly rhythm, run with you.
ADVISORYThe best time to call us is before you sign.

Big decisions are easier to set up right than to fix later. A heads-up lets us run the numbers, look at the operational side, and get the books ready for it.

Opening a new locationA large equipment or vehicle purchaseTaking on a new loanHiring, or changing how you pay peopleStarting a second businessChanging your entity or tax status
03LABOR & PAYROLL ADVISORY

Payroll is one of your biggest expenses. It’s also one of your most operational.

Labor costs follow the schedule, the staffing plan, how roles are structured and how people are paid. Whatever your industry, we look at the numbers and the work behind them before costs become expensive problems.

WHERE PAYROLL COSTS HIDE
Overtime overages Inefficient staffing structures Payroll tax setup issues Unclear pay structures: tips, commissions & bonuses Compliance risks Poor reporting visibility
TIME TO CALL US WHEN
  • Payroll feels too expensive
  • Growth is creating complexity
  • You’re considering expansion or new systems
  • Your team is burning out
WHO WE WORK WITH
  • Real estate, construction & trades
  • Professional & creative services
  • Restaurants, hospitality & events
  • Sports, motorsports & entertainment
  • Nonprofits & education
  • Teams working across multiple states

Overtime is up 20%. Is that a payroll problem, or a scheduling one?

The numbers show the cost. The work shows the cause. Sometimes the answer is a new schedule, sometimes a new hire, and sometimes the overtime was the right call.

Advisory offerings

AT A GLANCE
Health Check · from $500A quick look: what needs attention now
Performance Audit · from $1,500A deeper analysis with an action plan
Optimization · from $5,000Hands-on implementation + 90 days of support
Payroll Health Check From $500 A quick, high-level review of your payroll setup and labor structure to spot immediate concerns and opportunities.
See everything included (5)
  • Payroll software review
  • Labor cost snapshot
  • Overtime scan
  • Basic compliance review
  • 30-minute review call
Payroll Performance Audit From $1,500 A deeper analysis of payroll systems, compliance and labor performance, with a clear action plan.
See everything included (6)
  • Everything in the Health Check
  • PTO / sick leave / benefits review
  • Payroll tax setup review
  • Employee classification review
  • Department / multi-location analysis
  • Recommendations report + 60-minute strategy call
Optimization & Implementation From $5,000 Hands-on support to put recommendations in place and build payroll processes that last.
See everything included (6)
  • Everything in the Performance Audit
  • Payroll system optimization
  • Policy creation / updates
  • Employee communication support
  • Reporting & dashboard optimization
  • 90 days of monitoring & support

Specialized add-ons

Compensation Structure & Labor StrategyReview how you pay people (commissions, bonuses, tip pools or service charges) for profitability and compliance, and forecast what a restructure would look like.
$750–$1,250
Employee Experience & Leadership Compensation ReviewPay clarity, leadership compensation and the signals behind retention and morale, with the cash flow impact of any change.
$750–$1,250
Hiring & Labor Cost ForecastModel hiring and staffing changes before you make them, and pick the right window to start.
$1,250–$2,500
Payroll Migration StrategyA clear roadmap for moving to a new payroll system, so you walk into the conversion with confidence.
$1,250–$2,500
Growth & Expansion ForecastForecast the labor, payroll and operational impact of new locations or markets, and decide when to make the move.
$2,500–$5,000
04TAX PLANNING & PREPARATION

Plan throughout the year. File with confidence.

Tax planning that runs alongside your books, and preparation for the returns in our lane. For larger businesses, we prepare the numbers and work with your tax partner.

PLANNING Tax planning A checklist of what we need, a roadmap of the options worth evaluating, and one-page supplements when a big decision comes up, like a vehicle purchase or an S-corp election.
PREPARATION Tax preparation Individual returns, basic partnerships, and basic S-corp and C-corp returns, with a short summary of the result before you sign.
STARTING 2027 Year-round tax packages Set deliverables, planning each quarter and your return included, with payments spread across the year instead of one big bill at tax time.
05WHAT YOU’LL ACTUALLY GET

Clear next steps, on one page.

What we need, why we need it, and what happens next. No jargon, no guessing who owns which step.

CLEAN BEETAX PLANNING SERIES
Tax Planning ChecklistPrepared for Jordan Rivera | Rivera Design Studio LLC | Sample
Start with A and B. They drive the biggest decisions. C can follow.
A
Your income so farShows what you’ve earned and what’s already been paid in.
Invoices sent this year, and when clients pay
Any other income: interest, investments, side work
B
Last year’s returnSets the payments that keep you penalty-free.
Your federal and state returns
C
Business costs paid personallyThese may still count as business expenses.
Phone, software, equipment paid from a personal card
Partial is fine. Send what you have, and tell us what doesn’t exist.
CLEAN BEEYEAR-END ROADMAP
What happens next, and whenRivera Design Studio LLC | Sample
Every week
Bookkeeping reviewedCLEAN BEE
By Nov 15
Check-in returnedYOU
December
Year-end prep: W-9s, payrollYOU + CLEAN BEE
By Jan 31
1099s and W-2s filedCLEAN BEE
Feb to Mar
Books closed, return preparedCLEAN BEE
Why this matters: every correction made now is one less to untangle at tax time.

Sample deliverables shown with a fictional client. Every client’s version is built from their own books.

Felicia Tanzi

Ready to see the story behind your numbers?

Book a consultation with Felicia Tanzi, CEO & Controller. We’ll look at where you are and recommend the right fit, monthly, tax or project-based.

Book a consultation

NEED HELP WITH THE WORK ITSELF?

Hive Collective handles travel, events and the scheduling behind them.

Available on its own or alongside your accounting.

Explore Hive Collective →