Operational Analysis & Benchmarking
Monthly, in the Advanced plan
Flagship
See exactly where you stand against the best in your industry, and get a prioritized plan to improve margin and cash flow.
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CPA-led performance diagnostics
Know exactly where your business stands, and what to fix next.
Clean monthly books, benchmarked against the industry average and the best operators in your industry, with a clear, prioritized plan to improve performance and cash flow.
How it works
Three steps that turn your books into a plan you can act on, not just a tidy ledger.
1
Normalize
We turn your books into comparable operating metrics, with every number traced back to your income statement.
2
Benchmark
We measure you against both industry-average and best-in-class performance in your industry.
3
Improve
You get a monthly advisory brief with the specific moves that lift your margin and cash flow.
Our Services
Fractional CFO
Monthly
Ongoing guidance
A CFO's view of your business without a full-time hire: a written Monthly Advisory Brief each month and a regular review of the results with you.
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Accounting & Bookkeeping
Monthly
Two plans: Basic and Advanced
Monthly books built from your bank, card, and cash records and reviewed by a CPA, with a benchmark of how you compare.
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Tax Planning
First step: 30-minute call
Complimentary
Year-round tax planning built on your actual numbers, with written recommendations before you act.
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Tax Preparation
First step: 30-minute call
Fee quoted in writing after the call
Professional tax preparation services for individuals and businesses.
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Business Formation / Reorganization
First step: 30-minute call
Complimentary
Expert guidance on forming or reorganizing your business structure.
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Estate Planning
First step: 30-minute call
Complimentary
Estate and gift tax planning for owners and families, coordinated with your estate attorney.
Book NowBookkeeping plans
Clean books every month. A clear answer on what to fix.
No accounting software to buy, learn, or log into. We build your books from your bank, card, and cash records, and show you how your business compares.
Save up to $600 a year
Basic
Accurate monthly books, done for you.
Starting at
$325/month
$3,900 paid annually
Talk to us about Basic- Monthly bookkeeping built from your bank, card, and cash records, reviewed by a CPA
- Every account tied out to your statement balances each month
- Monthly profit and loss statement and balance sheet
- No accounting software to buy, learn, or log into. Already on QuickBooks? We work from it.
- No existing system required; shoebox and spreadsheet businesses welcome
- A benchmark of your last 12 months against your industry, built at onboarding, so you see where you stand from day one
- Year-end package ready for your tax preparer
- Direct line to the CPA who oversees your books
Starting price covers up to 150 transactions a month across 3 bank or card accounts. Up to 300 transactions and 6 accounts from $525 (Basic) or $800 (Advanced). Catch-up work quoted separately.
Advanced
Your books, plus a monthly read on how you compare and what to fix first.
Starting at
$600/month
$7,200 paid annually
Our biggest annual savings
Talk to us about Advanced- Everything in Basic
- Every cost line benchmarked each month against your industry average and its best-in-class operators
- A detailed operational analysis each month: the transactions and patterns to review, and where problems may be building
- A monthly advisory brief: your scorecard, what is working, the one thing to fix first, and your next 30 days
- Dollar impact on every gap, so you know which fix is worth the most
- Financial ratio analysis: liquidity, profitability, efficiency, leverage
- Month-over-month trend tracking so you see whether the fixes are working
- A 30-minute quarterly review call with your CPA, scheduled when it suits you
Starting price covers up to 150 transactions a month across 3 bank or card accounts. Up to 300 transactions and 6 accounts from $525 (Basic) or $800 (Advanced). Catch-up work quoted separately.
Check my price
Four quick questions. About 30 seconds.
Inside Advanced
Busy does not always mean profitable.
Most owners know their revenue. Few know whether their labor, materials, and overhead are in line with their industry, or how far they sit from the best operators in it. Advanced shows you where you stand, puts a dollar figure on the gap, and gives you one priority to fix each month.
Illustrative example
- Your business
- Best-in-class
- Materials
- Your business 38%
- Best-in-class 35%
- Labor
- Your business 33%
- Best-in-class 30%
- Overhead
- Your business 21%
- Best-in-class 19%
- Net profit
- Your business 8%
- Best-in-class 16%
On $750,000 of revenue, that gap is $60,000 a year.
Compare plans
| What you get | Basic | Advanced |
|---|---|---|
| Monthly bookkeeping from bank, card and cash records, reviewed by a CPA | ✓ | ✓ |
| Every account tied out to statement balances each month | ✓ | ✓ |
| Monthly profit and loss statement and balance sheet | ✓ | ✓ |
| Works with or without QuickBooks | ✓ | ✓ |
| Benchmark against your industry | Once, at onboarding, on your last 12 months | Every month, against the average and best-in-class |
| Detailed operational analysis: transactions and patterns to review | × | Every month |
| Monthly advisory brief with the one thing to fix first | × | ✓ |
| Dollar impact on every gap | × | ✓ |
| Financial ratio analysis | × | ✓ |
| Month-over-month trend tracking | × | ✓ |
| 30-minute quarterly review call with your CPA | × | ✓ |
| Year-end package for your tax preparer | ✓ | ✓ |
| Direct line to your CPA | ✓ | ✓ |
| Price, Band 1 Up to 150 transactions a month, up to 3 accounts | $325/mo annual ($3,900/yr) or $350 month to month | $600/mo annual ($7,200/yr) or $650 month to month |
| Price, Band 2 151 to 300 transactions a month, up to 6 accounts | $525/mo annual ($6,300/yr) or $550 month to month | $800/mo annual ($9,600/yr) or $850 month to month |
| More than 300 transactions or 7 or more accounts | Custom price. Get my custom price | |
Need more than Advanced? Fractional CFO engagements are built to fit. Let’s talk.
Pricing questions
Do I need QuickBooks or any accounting software?
No. We build your books from your bank statements, card statements, and cash records. If you already use QuickBooks Online, we work from it. You receive finished monthly statements; there is nothing for you to buy or maintain.
How do you set my price?
By monthly transaction volume and number of accounts. Use Check my price for your number in about 30 seconds. We confirm it from one month of your statements before you commit. Payment is by bank transfer (ACH), with no fee.
Why does cash matter?
Cash leaves no bank record, so each cash payment needs a receipt or note and counts as a transaction. Businesses that run on cash weekly are priced one level up.
My books are behind or I have no system. Can I start?
Yes. Months that are behind in the current year are caught up first and quoted separately before we begin. Prior years are quoted as custom work.
What is the difference between annual and monthly?
Annual is paid upfront at the lower rate and saves up to $600 a year. It is a one-year commitment: if you cancel during the year, the prepayment is not refunded. Monthly costs more and you can cancel anytime.
What does the benchmark compare?
Each cost line against your industry’s average and its best-in-class operators. Basic includes it once, at onboarding, built from your last 12 months of statements. Advanced repeats it every month, adds your key financial ratios, shows what each gap is worth in dollars, and adds a detailed operational analysis of the transactions behind it.
See your number in about 30 seconds.
Answer four questions and we’ll show your price for both plans. Then pick a time for a complimentary 30-minute call.
Management-use analysis. Not an audit, review, or compilation under SSARS/AICPA standards, and not tax or legal advice. Benchmark example is illustrative. Prices are confirmed from your statements before engagement.
About Us
Agility Accountants & Advisors helps business owners do something most never get the chance to: see how their company actually performs against the best in their industry, and act on it. Led by a CPA, we pair clean books with operational benchmarking and a clear monthly plan, so you can watch your margin, manage cash flow, and plan your next move with confidence.
Get In TouchFrequently Asked Questions
How is Agility different from a bookkeeper?
We do the bookkeeping, then go further. Every plan includes monthly books built from your bank, card, and cash records and reviewed by a CPA. Advanced adds what a bookkeeper rarely provides: each cost line benchmarked against your industry average and its best-in-class operators, a dollar figure on each gap, and one priority to fix each month. See the plans.
What is operational benchmarking?
Operational benchmarking measures your key financial and operating metrics against both the industry average and best-in-class performers in your specific industry, so you can see exactly where you stand and what to fix first.
What industries do you work with?
We serve small businesses in Maryland, Virginia, Washington, DC and Pennsylvania across many industries, with particular depth in construction and contractors (job costing, subcontractor and margin analysis) and restaurants (prime cost, food and labor benchmarking).
Do you work with businesses outside Maryland?
Yes. We’re based in Bel Air, Maryland and work with businesses in Maryland, Virginia, Washington, DC and Pennsylvania.
Is Agility led by a licensed CPA?
Yes. Agility Accountants & Advisors is led by Robert O’Connor, a licensed Certified Public Accountant (CPA).
How do I get started?
Book a consultation through the website or call 410-456-2433. We start by looking at your numbers and showing you where the biggest opportunities are.