02 · Offer
Service packages
Per-seat monthly pricing. Price points below are planning assumptions used in the model, not published rates.
Essential Seat
$2,000 /seat/mo · assumed
- — 1 dedicated vetted professional, full-time
- — Supervisor oversight
- — AI copilot access
- — Monthly QA report
Base-case price
Professional Seat
$2,200 /seat/mo · assumed
- — Everything in Essential
- — Vertical SOP playbooks
- — Weekly QA sampling
- — Replacement guarantee (target)
Team Pod
$2,400 /seat/mo · assumed
- — 3+ seats, team lead
- — Custom workflow automation
- — Dedicated account manager
- — Quarterly business review
Target clients
Three verticals, document-heavy by nature.
Accounting & Tax
- Bookkeeping data entry & reconciliation prep
- Client document intake & chasing
- Tax-season admin overflow
- Practice management system upkeep
Example task scopes only. No client relationships exist yet. Regulated tasks (e.g. licensed insurance activity, tax advice) remain with the client’s licensed staff.