Explore our Tiered Based Service Packages
Starter Package - Bookkeeping & Financial Statements
$699.00
Every month
✓ Precise categorization of every business transaction.
✓ Bank and credit card transaction reconciliation.
✓ Monthly P&L and Balance Sheet delivered to your inbox.
✓ Monthly meeting to review your performance (1 hour).
✓ Clean books delivered to your CPA for tax preparation.
Popular
Growth Package - Bookkeeping & Financial Insights
$999.00
Every month
✓ Weekly cash flow management to ensure strong liquidity.
✓ Monthly budget vs actual comparison and action plans.
✓ A/P & A/R reporting and oversight.
✓ Customized dashboards that track business specific KPIs.
✓ Monthly strategy meeting to review performance (2 hours).
Scale Package - Advanced Financial Management
$1,299.00
Every month
✓ Month close procedures review to ensure financial integrity.
✓ Deep dive into operational costs to identify hidden savings.
✓ Review and development of internal audit procedures.
✓ Detailed P&L analysis and follow-up on action items.
✓ Bi-weekly deep-dive meetings to ensure goals are achieved.
CFO Advisory Services - Full Strategic Support
$3,499.00
Every month
✓ Everything included in previous tiered packages
✓ P&L, BS, and cash flow forecasting and what-if scenarios.
✓ Deep-dive into KPIs to drive business efficiency
✓ Preparation of strategic board & investor reporting.
✓ On-demand access to full finance team.