Services & pricing

Real problems. Clear plans. Honest pricing.

Four ways to work with SynPoint — each built around a specific problem, not a vague promise. Start with a custom engagement, or book a fixed-price session outright. Every engagement begins with a free discovery call and a written scope.

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The four practices
01

Accounting & budgeting

Your books shouldn’t be a source of dread.

Clean, current, understandable finances — whether you’re heading into tax season, approaching a lender, or you just want to stop guessing where your business stands.

Who it’s for: founders, contractors, nonprofits, and anyone whose bookkeeping has quietly gotten ahead of them.

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What’s included
  • Bookkeeping setup and clean-up
  • Financial statements you can actually read
  • Operating budgets and cash-flow forecasting
  • Prep for lenders, grants, or tax time
  • A plain-English monthly review
02

Personal financial coaching

A good income and real security aren’t the same thing.

One-on-one coaching to fix the fundamentals — credit, debt, savings — and to make the big decisions with a clear head instead of a knot in your stomach.

Who it’s for: salaried professionals, individuals, and couples trying to get on the same page about money.

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What’s included
  • Credit review and a realistic repair roadmap
  • Debt-payoff strategy that fits your life
  • Mortgage and homebuying readiness
  • Regular accountability check-ins
03

Organizational development

You’ve outgrown running everything in your head.

Real structure for a growing organization — governance, financial operations, and a strategy that survives contact with a busy week.

Who it’s for: nonprofits, small firms, and founding teams that have moved past the scrappy stage.

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What’s included
  • Organizational structure and clear roles
  • Financial operations and internal controls
  • Governance and board support
  • Strategic planning with a roadmap
  • Leadership coaching for owners and directors
04

Career & life coaching

You’re capable of more than your current lane.

Practical coaching for the person, not just the paycheck — a career move, a new business, academic support, or the skills to close the gap between where you are and where you’re headed.

Who it’s for: career changers, students, aspiring founders, and anyone standing at a crossroads.

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What’s included
  • Career planning and transition strategy
  • Résumé writing and interview preparation
  • Business-launch guidance, start to first client
  • Academic advising and study coaching
  • Tutoring in corporate finance & financial accounting (undergrad & grad)
  • Review & critique of graduate and undergraduate papers
  • Confidence, communication, and listening skills
How engagements are priced

Three ways in. You’ll always know the cost first.

Pick the depth that fits. Prices below are starting points — your written scope after the discovery call confirms the exact number before any work begins.

Foundation

One focused session

Starting from$175 / session

A single 90-minute working session on one specific problem, plus a written action plan you keep and can run with on your own.

  • 90-minute 1:1 working session
  • Written action plan and next steps
  • One specific goal or question
Book a discovery call
Growth · most popular

Ongoing guidance

Starting from$600 / month

Individuals from $600 · businesses from $750 / month

A monthly engagement: regular sessions, support between them, and steady, accountable progress on your plan.

  • Two sessions per month
  • Email support between sessions
  • Bookkeeping or coaching, tracked over time
  • Monthly progress review
Book a discovery call
Advisory

Full partnership

Starting from$1,500 / month

Comprehensive financial and organizational strategy with priority access and hands-on implementation — a true financial partner.

  • Everything in Growth
  • Financial + organizational strategy
  • Priority scheduling and access
  • Hands-on implementation support
Book a discovery call

Prefer a fixed-price package you can buy in a few clicks? Browse the ready-to-book sessions below.

Ready-to-book sessions

Fixed price, fixed scope — book it in a few clicks.

Prefer something you can buy outright with no quote? These sessions have a set price and a set outcome. Pay securely through PayPal, fill out a short intake, and we’ll get to work.

Financial · 90 min $175

Financial Clarity Session

One focused session on your most pressing money question — a decision, a worry, or a “where do I even start?” — plus a written action plan you keep.

  • 90-minute 1:1 video session
  • Written plan and next steps
Buy now
Credit & debt $225

Credit & Debt Starter

A full review of your credit report and debts, and a realistic, step-by-step payoff and repair roadmap you can start the same week.

  • Credit & debt review
  • Prioritized payoff roadmap
Buy now
Homebuying $250

Mortgage-Readiness Review

Know exactly where you stand before you apply. We review your credit, ratios, and documents, and build a plan to get you approval-ready.

  • Readiness assessment
  • Get-approved action list
Buy now
Career · 2 sessions $275

Résumé + Interview Intensive

A rebuilt résumé and a mock-interview session tailored to the role you actually want — with direct, honest feedback you can use right away.

  • Résumé rewrite
  • Mock interview & coaching
Buy now
Small business $500

Small-Business Books Setup

Your bookkeeping set up right from day one — chart of accounts, categories, and a simple monthly rhythm you can actually keep up with.

  • Bookkeeping setup
  • Monthly close routine
Buy now
Founders $350

Business Launch Blueprint

From idea to a real plan: entity structure, a first-year budget, and the financial steps to open your doors with confidence instead of guesswork.

  • Structure & first budget
  • Step-by-step launch plan
Buy now
Secure checkout, then a short intake.

Payments are processed securely through PayPal. After you buy, you’ll get a quick intake form so I can prepare before we meet.

Have questions first? Get in touch
Good questions

Before we talk, the basics.

Do you work remotely?

Yes. Most work happens over video and email, so location isn’t a barrier. If you’re in the DC–Northern Virginia area and prefer to meet in person, that’s an option too.

Is SynPoint a financial advisor or CPA firm?

SynPoint provides financial management, accounting, and coaching services. It is not a registered investment adviser and doesn’t sell securities or insurance — guidance is practical and educational. When a licensed CPA or attorney is the right call, I’ll tell you.

How do payments work?

Ongoing and advisory engagements are invoiced against a written scope you approve first, and fixed-price sessions can be paid up front. I accept payments through Square and PayPal, so we can set up a payment structure that works for you — no surprises, either way.

What happens on the first call?

A free, 30-minute conversation — no pitch. I learn your situation and goals, answer questions, and give you an honest read on whether and how I can help. If we’re a fit, you get a written plan.

Ready when you are

Let’s find the right starting point together.

Book a free discovery call and we’ll map out what working together would actually look like — no obligation.

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