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Smart Automation. Expert Accounting. Limitless Growth.
20+ YEARS OF EXPERIENCE
CherryCherryTreeTreeSolutionsSolutions||FinanceFinance&&TechnologyTechnology
EST. 2025
Your Single Partner ForFinancial Precision &AI Innovation.
Estimated ROI of an AI Strategy Audit
Strategic AI rollout typically yields significant returns within the first 12 months.
One Time Investment
$5,000 — $15,000
Full Strategy Setup & Roadmap
Admin Time Reduction
1 — 1.5 Hours
Per employee, per day
Operational Cost Reduction
20% — 40%
Across automated departments
Year 1 Projected Value
$100,000 — $250,000
Labor savings & recovered lost leads
*Based on an average SMB with 15+ employees. Includes labor savings, recovered lost leads, and eliminated software bloat in the first 12 months.
Estimated ROI of Targeted Automations
These individual workflows demonstrate the immediate impact of specialized automation. Beyond these pillars, we can engineer any custom workflow required for your business, scaling from single task automations to comprehensive end to end systems.
Conservatively save over 340 hours and $21,400 in monthly overhead.
AI UGC Creatives
Saves $6,000/mo30 hrs/mo recovered
Speed to Lead System
Saves $5,000/mo40 hrs/mo recovered
Lead Reactivation
Saves $4,000/mo60 hrs/mo recovered
AI Receptionist
Saves $3,200/mo160 hrs/mo recovered
Automated Hiring
Saves $2,000/mo40 hrs/mo recovered
Content Creation
Saves $1,200/mo15 hrs/mo recovered
Sound familiar? You know you need to adopt artificial intelligence to skyrocket your operational efficiency, but you lack the specialized in house expertise to build it safely. At the same time, managing your finances is draining your bandwidth and you need a partner who can handle your books with absolute precision.
We created CherryTree Solutions because ambitious businesses shouldn't have to juggle separate agencies to modernize their tech and manage their numbers. We are your single partner for both.
We completely remove the burden of finance from your plate, scaling from daily management up to CPA level strategy, while engineering the automated systems that propel your business forward. We build custom AI solutions that automate the heavy lifting, saving you countless hours and slashing your operating costs. By turning messy processes into smart workflows, we multiply your team's productivity, giving you your time back to focus strictly on scaling your vision.
Our Expertise
Accounting & Financial Services: Drawing on 20+ years of accounting and finance experience, we bring controller level precision and strategic discipline to your financial foundation.
Startup Growth & Protection: We ensure you have an exact track of your funds so you can scale aggressively, while we secure your runway and systematically cut unnecessary expenses.
Total Financial Relief: We remove the entire burden of managing your finances, offering comprehensive support up to CPA level oversight.
Wealth Optimization: We secure and grow your wealth by pairing rigorous financial tracking with cutting edge automation.
Custom AI Services: We don't just hand you basic, plug and play tools. We architect, implement, and maintain custom AI solutions and automated workflows seamlessly alongside your team.
You focus on your vision. We will handle the financial management and engineer the intelligent systems that drive your growth.
We bring specialized expertise to complex business models and high growth sectors.
5/9
Technologies & Platforms We Leverage
Financial Services
Core Accounting
Full-Service Accounting & Bookkeeping
We handle the day-to-day financial heavy lifting so you can focus on growing your business. No more late nights stressing over spreadsheets.
Reporting
Financial Reporting
Get crystal-clear visibility into your business health with monthly P&L, Balance Sheet, and Cash Flow statements presented in plain English.
Accuracy
Monthly Close & Reconciliation
Rest easy knowing every penny is accounted for. We meticulously reconcile your accounts every month to ensure absolute accuracy.
Strategy
Budgeting & Cash Flow Management
Stop guessing about your financial future. We help you build realistic forecasts and manage cash flow so you never face surprise shortfalls.
Growth
KPI Tracking & Analysis
Track the metrics that actually matter. We identify and monitor your Key Performance Indicators to drive strategic, data-backed decisions.
Operations
AP & AR Management
Keep your vendors happy and your cash flowing. We manage your outgoing bills and ensure you get paid by your clients on time.
Team
Payroll Coordination & Support
Ensure your team is paid accurately and on time, every time, while we handle the intricate compliance and tax coordination behind the scenes.
Complex Structures
Multi-Entity & Consolidation
Managing multiple businesses? We streamline your consolidated financials, handling intercompany transactions with Wall Street precision.
Compliance
Audit Prep & Financial Cleanup
Facing an audit or have years of messy books? We dive in, untangle the chaos, and get you audit-ready without the usual headache.
Optimization
Process Improvement
We don't just maintain the status quo. We build scalable, automated financial systems designed to grow seamlessly alongside your business.
Advisory
ERP & Systems Advisory
From ERP selection and GL mapping to data migration and workflow design, we oversee your systems implementation from start to finish.
Financial Services Pricing
Choose the level of financial oversight that fits your business scale.
Tier 1: Core Financial
$850/mo
Perfect for standard service-based businesses needing audit-ready financials.
- Up to $250k Max Annual Revenue
- Up to 4 Accounts & 50 Transactions
- Cash or Accrual Basis
- Monthly Close & Bank Reconciliation
- Standard Financial Reporting
- Payroll Coordination & Support
- Audit Prep & Year-End CPA Handoff
Most Popular
Tier 2: Growth & Controller
$1,750/mo
For high-growth companies requiring cash flow oversight and advanced reporting.
- Everything in Core, plus:
- Up to $3M Max Annual Revenue
- Up to 5 Accounts & 200 Transactions
- Basic A/P & A/R Management
- Budgeting, Forecasting & Cash Flow
- KPI Tracking & Performance Analysis
- Process Improvement & Automation
- Dedicated Advisory Meetings
Tier 3: Enterprise
$3,500+/mo
For complex organizations, e-commerce, and multi-state operations.
- Everything in Growth, plus:
- $1M - $5M+ Max Annual Revenue
- 6 to 10+ Accounts & 200-500+ Transactions
- Full-cycle invoicing and bill pay
- Multi-Entity & Consolidation
- Scalable Financial Systems
- Advanced Departmental Tracking
- Priority Direct-Line Advisory
Project-Based Fees
Custom
The Cash Injection - Targeted interventions for your specific needs.
- Historical Cleanup & Rescue: Starting at $1500
- ERP Selection & Implementation: Starting at $5000
- Data Migration & GL Architecture: Custom Quoted
- Specialized Strategic Projects
- One-off financial modeling
- Audit Readiness Sprints
Our AI & Automation Services
Voice Agents
AI Inbound Receptionist
A 24/7 AI voice agent designed to handle inbound calls. Automatically answer questions, transfer calls, filter spam, and book appointments directly into your calendar.
Outreach
Lead Reactivation System
An AI outreach system that engages old CRM leads via phone, SMS, or email to book them back into your pipeline with personalized promotions.
Response
Speed to Lead System
An instant response workflow that calls leads back within 5 minutes of form submission to qualify and book them automatically.
Content
Content Creation Dashboard
A fully automated machine built into a custom dashboard. Input an idea and generate tailored, ready-to-post content across all your social channels.
Recruiting
Automated Hiring System
An AI pipeline that screens incoming applicants based on your exact criteria, sends updates, schedules interviews, and tracks candidates seamlessly.
Ad Creatives
AI UGC Creatives
A tailored generation pipeline for e-commerce brands. Feed the AI a product brief to generate dozens of realistic, high-quality video creatives for immediate split-testing.
Consulting
AI Consulting & Strategy
Bespoke consulting services to identify high-impact automation opportunities and map out a custom implementation strategy for your specific business needs.
AI & Automation Pricing
Invest in intelligent systems that scale your operations and drive predictable growth.
AI Inbound Receptionist
Setup$3,000
Ongoing$600 / mo
A 24/7 AI voice agent designed to handle inbound calls. Automatically answer questions, transfer calls, filter spam, and book appointments directly into your calendar.
Time Saved
Your staff no longer drops what they are doing to answer the phone. Allows your team to focus strictly on delivering services.
Cost Saved
Replaces a $40k/year human receptionist, saving you approximately $32k+ annually in salary, taxes, and benefits.
High ROI
Lead Reactivation System
Setup$4,000
OngoingPerformance-Based
An AI outreach system that combs through your old CRM leads and engages them via phone, SMS, or email to book them back into your pipeline.
Time Saved
Automates the tedious, demoralizing task of manually following up with hundreds of cold leads.
Cost Saved
Replaces the need for a $50k/year SDR and re-captures tens of thousands in previously sunk advertising spend.
Speed to Lead System
Setup$4,000
Ongoing$800 / mo
An instant response workflow. The moment a lead fills out a form, an AI voice agent calls them back within 5 minutes to qualify and book them.
Time Saved
You no longer need to constantly monitor your phone or inbox for new leads while in meetings or on a job.
Cost Saved
Prevents immediate revenue loss to competitors. 5-minute response times increase conversions by over 100x.
Content Creation Dashboard
Setup$2,000
OngoingBring Your Own APIs
A fully automated content machine. Input an idea and tone, and instantly generate tailored posts and images ready for auto-scheduling.
Time Saved
Turns a grueling 3-hour weekly task of jumping between tools into a centralized 5-minute process.
Cost Saved
Replaces freelance social media managers or copywriters, saving you $1,000 to $3,000 every single month.
Automated Hiring System
Setup$3,000
OngoingCustom Retainer
An AI pipeline that automatically screens incoming applicants, sends update emails, schedules interviews, and tracks candidates seamlessly.
Time Saved
Eliminates hundreds of hours of manual resume screening and back-and-forth scheduling emails.
Cost Saved
Cuts out external recruiter fees (typically 15-25% of a hire's salary) and drastically reduces internal HR overhead.
AI UGC Creatives
SetupNone
Ongoing$1k - $5k / mo
A generation pipeline for e-commerce. Feed the AI a product brief to generate dozens of realistic, high-quality video creatives for immediate split-testing.
Time Saved
Bypasses the typical 1-to-2 week wait time for human creators. Get ready-to-test ads in minutes with no revision delays.
Cost Saved
Traditional creators cost $200-$1000 per video. Save $5k+ monthly on production costs while scaling ad volume.
AI Consulting & Strategy
SetupStarting at $5,000
OngoingCustom
Bespoke consulting services to identify high-impact automation opportunities and map out a custom implementation strategy.
Time Saved
Accelerates your automation deployment by months compared to trying to figure out the right tech stack internally.
Cost Saved
Prevents costly implementation mistakes, wrong software choices, and wasted engineering hours.
Book a Consultation
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Cherry Tree Solutions
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contact@cherrytreesolution.com
Phone
(929) 955-1747
Office
17890 NE 31st CT, Aventura, Florida 33160