Our Services
Tailored solutions for your organization's success.
Vision-Creation Sessions
Define your direction with clarity and purpose.
We guide collaborative conversations that help individuals and organizations articulate both long-term visions and short-term milestones.
Bookkeeping, Invoicing & Payroll
Build a clean, reliable financial foundation.
We ensure your records are accurate, organized, and current — reviewing bookkeeping, invoicing, and payroll systems with precision and care.
Financial Strategy & Analysis
Turn your numbers into insights.
Once your books are in order, we analyze the data to identify trends, compare actuals to goals, and uncover opportunities for a stronger path ahead.
Task Management & Operations
Create the systems that bring goals to life.
We help you organize workflows, projects, and responsibilities into a structure that supports focus and follow-through.
Ongoing Budgeting & Cash Flow Monitoring
We track your resources in real time.
Monitoring inflows, outflows, and forecasts to ensure you stay aligned with your financial plan through regular updates and check-ins.
End-of-Year Reporting & Tax Planning
Reflect, reconcile, and prepare for what’s next.
We help you close the loop on the year’s financial story — producing clean reports, coordinating with your CPA, and planning ahead for tax obligations and future growth.
Choose Your Plan
Our work grows with you. From seed to canopy, each plan reflects the time and care required to sustain your next season of growth.
Seed Plan
For solo founders planting first roots.
$1,250
per month
(Plus a $500 - $1,000one-time onboarding fee)
Retainer for up to 10 hours of monthly support.
We help you establish clean books, sustainable systems, and a clear rhythm for your money flow — so your business can grow from solid ground.
📊 The onboarding fee covers 5 - 10 hours of initial setup work.
Recommended Starting Point
Growth Plan
For expanding teams cultivating stability.
$2,500
per month
(Plus a $1,500 - $2,000
one-time onboarding fee)
Retainer for up to 20 hours of monthly support.
We balance your budgets, streamline your operations, and develop forward-looking models that align your resources with your goals — helping your team scale sustainably.
📊 The onboarding fee covers 15 - 20 hours of initial setup work.
Canopy Plan
For established organizations ready to branch out.
$4,000
per month
(Plus a $2,500 - $3,000
one-time onboarding fee)
Retainer for up to 40 hours of monthly support.
We provide ongoing analysis, system refinement, and tailored strategy sessions — ensuring your financial ecosystem thrives and remains resilient as you grow.
📊 The onboarding fee covers 25 - 30 hours of initial setup work.
Ecosystem Plan
For interconnected ventures creating shared abundance.
$5,000+
per month
(Plus a $3,500 - $5,000+ one-time onboarding fee)
Retainer for over 50 hours of monthly support.
We partner closely with your leadership team to design integrated, regenerative financial operations systems with strategic oversight and collaboration.
📊 The onboarding fee covers 35 - 50+ hours of initial setup work.
Let's Start Your Next Season of Growth
Growth is cyclical -- each season brings renewal. Together, we'll create clarity and systems to let your business flourish.
Schedule a Consultation
Ready to bring clarity and flow to your business? Schedule a free consultation to discuss your goals, challenges and vision. Together, we'll map a path towards sustainable systems and confident financial growth.
Request More Information
Want to learn more before diving in? We'll walk you through our process, pricing and how Wild Return can support your next phase of growth -- with transparency and care every step of the way.
