Experts in
Finance
More Time. More Clarity. More Focus.
Efficient Ops isn't optional - it's survival.
Mesh gives you the operational backbone of a full team, powered by people + AI, wrapped in superhero energy.
Powered by People. Boosted by AI.
When human intuition meets intelligent automation - you save time & money.
MESH AI Assistant turns your business data into clear, actionable answers - instantly. Ask questions, spot trends, uncover risks, and get next steps without digging through dashboards. It's like having a strategist, analyst, and an operator in your pocket
Real Feedback.
Real Results.
"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
"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
"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
"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
Growth
For founders with growing teams who need a real ops partner - not just task support.
$2,499/mo
✔ Everything in Foundation plus:
✔ Full Finance + Payroll + HR + CRM + Marketing ops.
✔ Dedicated Chief of Staff
✔ Custom branded portal + AI Assistant
✔ Monthly 1:1 strategy call
✔ Quarterly KPI/OKR Planning
✔ Email + phone support
Recommended
Command
For established businesses that need a fractional C-suite - as well as execution support.
$5,499/mo
✔ 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
14 days
To your first ops audit delivered.
80%
Of decisions off your plate by month 3.
1 flat fee
No hourly billing. Ever.
No contract
Stay because it works, not because
you have to.
Plan Comparison
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.
1. Systems Setup & Optimization
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Build or refine your core operational systems (CRM, project management, invoicing, scheduling).
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Standardize workflows so tasks stop living in your head and start living in a repeatable process.
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Create templates, automations, and checklists that reduce manual work.
2. Business Model & Financial Architecture
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Clarify your revenue streams, cost structure, and pricing logic.
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Build simple, founder-friendly financial models that show what’s working and what’s not.
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Identify operational bottlenecks that impact profitability.
3. Brand & Messaging Alignment
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Translate your business identity into clear, consistent language across touchpoints.
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Build foundational brand assets (voice guide, messaging pillars, value statements).
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Ensure your operations and brand story actually match.
4. Light Operational Support
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Weekly task execution to keep your business moving.
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Inbox triage, scheduling, document organization, and admin cleanup.
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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.
1. Advanced Systems Architecture
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Build interconnected systems across CRM, finance, project management, and communications.
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Implement automations that reduce repetitive tasks and improve accuracy.
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Integrate tools so your business stops operating in silos.
2. Data & Dashboard Development
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Build custom dashboards that give you real-time visibility into your business.
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Track KPIs, revenue, client activity, and operational performance.
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Turn scattered data into actionable insights.
3. 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.
4. Strategic Operations Support
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Monthly strategy sessions to identify growth opportunities and operational risks.
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Support with hiring workflows, onboarding, and team alignment.
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Light project management to keep initiatives on track.
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Documentation & SOP library.
5. 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.
1. Full Command Center Build
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A custom-built operational hub that centralizes your entire business.
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Modules for clients, projects, finances, content, team, and reporting.
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Automations that connect your tools and eliminate manual work.
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A polished, branded portal your team can use daily.
2. Deep Operational Strategy & Leadership
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High-level operational planning and quarterly roadmapping.
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Scenario modeling, capacity planning, and resource forecasting.
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Support that functions like a fractional COO — without the full-time cost.
3. Advanced Analytics & Reporting
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Multi-layer dashboards for revenue, retention, operations, and performance.
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Automated reporting that keeps you informed without digging for data.
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Insights that help you make confident, data-backed decisions.
4. Team Systems & Culture Infrastructure
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Build internal communication systems, meeting rhythms, and accountability structures.
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Create role clarity, SOPs, and performance frameworks.
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Support with hiring workflows and operational onboarding.
5. High-Touch Execution & Support
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Priority access and faster turnaround times.
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Hands-on project management for launches, transitions, or major initiatives.
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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!