Start where you are.
Grow from there.

Every tier starts with clean, accurate books. Layer in real-time KPI intelligence and strategic advisory as your business demands it.

Foundation

Pricing on request

The foundation every studio needs. We take over your books completely: reconciliations, categorizations, and a clean monthly P&L you can actually read. No more scrambling before tax season.

Best for: Studios with 1 location that need professional bookkeeping but aren't yet focused on deep KPI analysis.

Get started with Foundation →
What's included
  • Monthly bookkeeping in QuickBooks Online
  • Bank and credit card reconciliation
  • Monthly P&L report (clean, annotated)
  • Tax preparer coordination & year-end prep
  • Chart of accounts setup & maintenance
  • Email support (48-hr response)

Signal

Most popular
Pricing on request

Everything in Foundation plus a live KPI dashboard built specifically for boutique fitness. See your MRR, ARM, churn rate, LTV, CAC, fill rate, and NRS conversion, updated monthly and explained in plain language.

Best for: Studios serious about growth who want to track the metrics that matter, not just the P&L.

Get started with Signal →
Everything in Foundation, plus
  • Live KPI dashboard: your studio's data visualized, not buried in a spreadsheet
  • MRR & ARM tracking: recurring revenue and average revenue per recurring member
  • LTV & CAC: lifetime value and acquisition cost calculated the right way
  • Fill rate & NRS conversion: by location, by month
  • Monthly performance report: written insight commentary, not just numbers
  • Churn tracking: who's leaving, when, and what it's costing you

Cadence

Pricing on request

Full-service financial partnership. Everything in Signal plus quarterly strategy sessions, industry benchmarking against comparable studios, growth and pricing advisory, and priority access. For owners who want a financial partner, not just a bookkeeper.

Best for: Multi-location studios or owners actively planning growth, expansion, or exit strategy.

Get started with Cadence →
Everything in Signal, plus
  • Quarterly strategy sessions: 90-minute deep dives on business performance
  • Industry benchmarking: where you stand vs. comparable boutique fitness studios
  • Pricing & membership advisory: optimize your offer ladder and price points
  • Multi-location analysis: cross-studio comparison and consolidated view
  • Growth scenario modeling: what expansion or a new hire actually costs
  • Priority response: same-day replies, direct access

Up and running in 2 weeks.

01: INTRO CALL
30-minute discovery

We learn your studio setup, current bookkeeping state, and goals. You get a clear picture of what tier makes sense and what onboarding looks like.

02: ONBOARDING
Connect your systems

We get access to QuickBooks, Mindbody or Marianatek, and your bank feeds. We review and clean up your chart of accounts and catch any backlog.

03: FIRST CLOSE
Your first clean month

We close your first month together: reconciled books, P&L, and (for Signal and above) your first KPI dashboard with live data.

04: ONGOING
Monthly cadence

We handle the work every month. You get your report, dashboard update, and commentary, without having to ask. Just numbers, clear and on time.

Built around the tools you already use.

QuickBooks Online

Your primary accounting ledger. We maintain your QBO instance, keep the chart of accounts clean, and use it as the financial source of truth.

Mindbody

Your membership and class management platform. We pull member data for KPI analysis: MRR, ARM, churn, NRS conversion, and fill rate calculations.

Marianatek

Full integration with Marianatek's studio management platform, pulling member data, class bookings, and revenue all pulled cleanly for your KPI dashboard.

FAQ

Do I need to already be on QuickBooks?

No. If you're not on QBO yet, we'll get you set up as part of onboarding. If you're using another system, we'll help with migration.

What's the minimum commitment?

All engagements begin with a 3-month initial term. After that, it's month-to-month with 30-day notice to exit. We want you to stay because it's working, not because you're locked in.

Is Lock Cadence a CPA firm?

No. We are a bookkeeping and consulting company, not a licensed CPA. We work alongside your tax preparer, keeping your books in perfect shape so they can focus on filing, not cleanup.

Can I upgrade tiers later?

Absolutely. Most clients start with Foundation, see the value, and move to Signal within 3–6 months. We make tier changes simple: no restart, no new onboarding.

How is the KPI dashboard delivered?

As a clean, self-contained HTML report you can open on any device. No login, no subscription, no app to maintain. We update it monthly and deliver it with your P&L. Think of it as your financial cockpit.

Not sure which tier is right?

Book a free 30-minute call and we'll figure it out together.

Book a free call →