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Client Accounting Services

Accounting thatscales with you.

From bookkeeping basics to full CFO services. Choose the level that fits your business today and grow from there.

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Detailed Packages

Everything included

Foundation

Essential

Starting at $500/month

Startups and small businesses needing reliable bookkeeping and financial clarity

What's Included

  • Automated Bookkeeping
  • Quarterly Business Meeting to Review Results
  • Financial Statement Preparation*
  • Month-end Close*
  • Month-end Reporting
  • Account Reconciliations
  • Bank Reconciliations
  • Tax Preparation
Get StartedExplore Bookkeeping →
Recommended
Most Popular

Growth

Starting at $1,700/month

Growing businesses requiring deeper financial oversight and operational support

What's Included

  • Everything in Essential, plus:
  • AP Processing
  • AR Processing and Invoicing
  • Accounting and Finance Department Oversight
  • Accounting Policy and Procedures Analysis
  • Audit Support
  • Budget to Actual Analysis
  • Monthly Financial Reporting
  • Budget Preparation Support
  • Class Tracking and Reporting by Department or Region
  • ERP Optimization
Get StartedExplore Outsourced Controller →
Full CFO

Enterprise

Starting at $1,250/week
billed weekly

Established businesses seeking full CFO-level strategic financial guidance

What's Included

  • Everything in Growth, plus:
  • Business Review Meeting + 1 Senior Level Session
  • Budget and Forecasting
  • Cash and Cash Flow Management
  • Financial Modeling and Growth Strategy
  • Fundraising Support
  • Investor and Bank Relations
  • KPI Development, Dashboarding and Reporting
  • Profitability Analysis
  • Scenario and Strategy Planning
  • Weekly Review Meetings
Get StartedExplore Fractional CFO →

*Month-end Close includes bank, credit, and balance sheet reconciliations
*Financial Statement Preparation includes balance sheet, P&L, statement of cash flow, and budget variance reporting

How It Works

Getting started is easy

From first call to ongoing partnership, we make the transition smooth.

Discovery Call
01

Discovery Call

We learn about your business, current challenges, and goals to recommend the right tier.

Assessment
02

Assessment

We review your existing systems, processes, and financial data to create a transition plan.

Onboarding
03

Onboarding

We set up your accounts, integrate your tools, and establish monthly rhythms.

Ongoing Partnership
04

Ongoing Partnership

Regular meetings, real-time reporting, and strategic guidance as your business grows.

FAQ

Common questions

Can I upgrade between tiers?
Absolutely. Many clients start with Essential and upgrade to Growth or Enterprise as their business scales. We make transitions seamless with no disruption to your monthly reporting.
What accounting software do you work with?
We primarily work with QuickBooks Online and Xero, but can integrate with most modern accounting platforms. We also connect with tools like Gusto, Ramp, Bill.com, and Expensify for a complete financial ecosystem.
How quickly can we get started?
Most clients are fully onboarded within 2-4 weeks, depending on the complexity of your current systems. We handle the heavy lifting of data migration and system setup.
Do you replace my existing bookkeeper?
We can work alongside your existing team or handle everything in-house. Many clients transition their bookkeeping to us to get the benefits of our integrated approach and senior-level oversight.
How does pricing work?
Pricing is based on transaction volume, complexity, and the tier you choose. We provide fixed monthly pricing so you always know what to expect. Contact us for a custom quote based on your specific needs.

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Find your perfect fit.

Not sure which tier is right for you? Let's talk. We'll recommend the best starting point based on your business needs and growth plans.

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