Accounting thatscales with you.
From bookkeeping basics to full CFO services. Choose the level that fits your business today and grow from there.
Three tiers, one goal
Every tier includes a dedicated team, monthly reporting, and direct access to CPAs. The difference is in the depth of services and strategic support.
Essential
Startups and small businesses needing reliable bookkeeping and financial clarity
Growth
Growing businesses requiring deeper financial oversight and operational support
Enterprise
Established businesses seeking full CFO-level strategic financial guidance
Everything included
Essential
Startups and small businesses needing reliable bookkeeping and financial clarity
What's Included
- Automated Bookkeeping
- Business Meeting to Review Monthly Results
- Financial Statement Preparation*
- Month-end Close*
- Month-end Reporting
- Account Reconciliations
- Bank Reconciliations
- Tax Preparation
Growth
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
Enterprise
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
*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
Getting started is easy
From first call to ongoing partnership, we make the transition smooth.
Discovery Call
We learn about your business, current challenges, and goals to recommend the right tier.
Assessment
We review your existing systems, processes, and financial data to create a transition plan.
Onboarding
We set up your accounts, integrate your tools, and establish monthly rhythms.
Ongoing Partnership
Regular meetings, real-time reporting, and strategic guidance as your business grows.
Common questions
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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.
Schedule a Consultation