
Experts in
Finance
PLAN AND PRICING
Fractional support at a flat monthly rate
No hourly billing. Cancel anytime. Upgrade as your team grows.
Growth
For founders with growing teams who need a real ops partner - not just task support.
$2,499/month
Everything in Foundation, plus:
Full finance, payroll, HR, CRM + marketing ops
Dedicated Chief of Staff
Custom portal + AI assistant
Monthly 1:1 strategy call
Quarterly KPI / OKR planning
Email + phone support
Command
For established businesses that need a fractional C-suite as well as execution support.
$5,499/month
Everything in Growth, plus:
Dedicated COO + finance + HR + marketing partners
Weekly leadership syncs
Cash flow forecasting + scenario planning
Investor-ready reporting
Dedicated bookkeeper + payroll
Priority support + Mesh App
THE MESH IMPACT
Operations that actually move the needle
See what happens when founders finally get the operational backbone they need.
14 days
To your first ops audit, delivered.
80%
Of your ops load lifted by month 3
1 flat fee
No hourly billing. Ever.
No contract
Stay because it works,
not because
you have to.
PLAN COMPARISON
Every plan, side by side.
Same flat-fee model on every plan. The difference is how much of the business we take off your plate.
No contracts.
Cancel any month.
Foundation
Establish the essential systems, workflows, and visibility a business needs to run smoothly - without hiring a full operations team. The operational system that give you back hours every week and the confidence to take on more clients - without hiring.
Systems Setup & Optimization
Build or refine your core operational systems (CRM, project management, invoicing, scheduling).
Standardize workflows so tasks stop living in your head and start living in a repeatable process.
Create templates, automations, and checklists that reduce manual work.
Business Model & Financial Architecture
Clarify your revenue streams, cost structure, and pricing logic.
Build simple, founder-friendly financial models that show what’s working and what’s not.
Identify operational bottlenecks that impact profitability.
Brand & Messaging Alignment
Translate your business identity into clear, consistent language across touchpoints.
Build foundational brand assets (voice guide, messaging pillars, value statements).
Ensure your operations and brand story actually match.
Light Operational Support
Weekly task execution to keep your business moving.
Inbox triage, scheduling, document organization, and admin cleanup.
Support that feels like a part-time ops assistant — without the hiring overhead.
Growth
Strengthen your operational engine, improve efficiency, and create the infrastructure needed to grow sustainably.
Advanced Systems Architecture
Build interconnected systems across CRM, finance, project management, and communications.
Implement automations that reduce repetitive tasks and improve accuracy.
Integrate tools so your business stops operating in silos.
Data & Dashboard Development
Build custom dashboards that give you real-time visibility into your business.
Track KPIs, revenue, client activity, and operational performance.
Turn scattered data into actionable insights.
Brand & Messaging Alignment
Translate your business identity into clear, consistent language across touchpoints.
Build foundational brand assets (voice guide, messaging pillars, value statements).
Ensure your operations and brand story actually match.
Strategic Operations Support
Monthly strategy sessions to identify growth opportunities and operational risks.
Support with hiring workflows, onboarding, and team alignment.
Light project management to keep initiatives on track.
Documentation & SOP library.
Brand Experience Enhancement
Improve client onboarding, offboarding, and service delivery workflows.
Create branded templates, forms, and touchpoints that elevate your client experience.
Align your operations with the premium experience you want to deliver.
Command
Provide end-to-end operational leadership, advanced systems, and a fully built-out command center that powers your entire business.
Full Command Center Build
A custom-built operational hub that centralizes your entire business.
Modules for clients, projects, finances, content, team, and reporting.
Automations that connect your tools and eliminate manual work.
A polished, branded portal your team can use daily.
Deep Operational Strategy & Leadership
High-level operational planning and quarterly roadmapping.
Scenario modeling, capacity planning, and resource forecasting.
Support that functions like a fractional COO — without the full-time cost.
Advanced Analytics & Reporting
Multi-layer dashboards for revenue, retention, operations, and performance.
Automated reporting that keeps you informed without digging for data.
Insights that help you make confident, data-backed decisions.
Team Systems & Culture Infrastructure
Build internal communication systems, meeting rhythms, and accountability structures.
Create role clarity, SOPs, and performance frameworks.
Support with hiring workflows and operational onboarding.
High-Touch Execution & Support
Priority access and faster turnaround times.
Hands-on project management for launches, transitions, or major initiatives.
Ongoing optimization of systems, dashboards, and workflows.

We're here to help with any questions you have about plans, pricing and support.
Have more questions?
FAQs
You bet! You cancel anytime. Plans are paid monthly, with no obligation to renew or extend.
Absolutely not! We can just as easily work within your tools and tech. Our Client Portal allows you the option so you get a full view of operations including dashboards, reports, and AI Assistance. But it's optional.
Of course! Your tier and dedicated Chief of Staff are available to support multiple team members, as long as total work remains within the specified tier and/or agreed-upon hours.
You can! As long as the tasks fall within your tier and/or agreed-upon hours and comply with our terms of service.
You can communicate through our Client Portal, our Mesh App, or through your preferred channels (Slack, email, chat, MS Teams, etc.)
We track everything through our portal and will provide regular updates on tasks and projects. You will also receive reports detailing work completed and hours spent, which you can view through your client portal.
Our team are experts in their fields. If there's something you need that's not listed, please reach out. It's likely we can do it!
WHAT FOUNDERS SAY
Real Feedback.Real Results.
“Within a couple of weeks, I knew where the bottlenecks were.”
"For the first time, someone understood me, my business and what I needed. Within a couple of weeks, I knew where the bottlenecks were and had a clear plan on how to improve my systems"
Whitney Scarrow, Calgary, AB
“I’ve saved at least 10 hours a week.”
"My books are not only up to date and accurate, but I have a growth plan to increase online sales. I've saved at least 10 hours a week on things I'm not good at and was too busy to do. Joy and her team did a great job getting me onboarded and up to speed quickly."
Tom Brooks, Edmonton, AB
“Mesh managed the project seamlessly.”
"I appreciate having information I need when I need it, and advice when I'm stuck. We migrated to a new payroll system. Mesh managed the project seamlessly. I was fully hands off until our first test pay runs."
Raaj Singh
“It’s like having a business in a box — but with humans.”
"I'm a freelance designer, not a strategist or an accountant. It's like having a business in a box but with humans. Tools are fine if you have time to learn them. Mesh is a cool app with actual humans."
Shayna Clark