Starter: The Foundation of Your Success

Ideal for: early-stage startups and small businesses focused on accuracy and compliance.

We take the weight of daily bookkeeping off your shoulders, ensuring your financial records are meticulously maintained and audit-ready from day one.

Services include:

• Dedicated Bookkeeping: Precise categorization of every business transaction.

• Account Reconciliation: Monthly syncing of bank and credit card accounts for 100% accuracy.

• Standard Financials: Monthly P&L and Balance Sheets delivered directly to your inbox.

• Expert Review: A 1-hour monthly meeting to review your performance and answer questions.

• Annual Tax Support: Clean, organized books delivered to your CPA for a stress-free tax season.

Prices: starting at $699.00/mo. - Book Your Onboarding

Growth: Insights to Drive Your Expansion

Ideal for: Scaling businesses that need more than just "the basics" to manage increasing complexity.

Move beyond simple record-keeping. We provide the performance tracking and cash oversight you need to protect your margins as you grow.

Services include:

• Includes everything in Starter, plus:

• Cash Flow Management: Weekly monitoring to ensure your liquidity remains strong.

• Budget vs. Actuals: Monthly oversight to ensure your spending stays aligned with your goals.

• A/P & A/R Oversight: Professional management of what you owe and what you are owed.

• Enhanced Reporting: Customized dashboards that track your key business drivers at a glance.

• Enhanced Advisory: Includes 2 hours of monthly strategy sessions focused on margin improvement and budget alignment.

Prices: starting at $999/mo. - Scale Your Business

Scale: Operational Financial Leadership

Ideal for: high-growth companies requiring deep departmental oversight.

As your team and operations expand, so does the risk. We provide "Controller-level" internal controls and granular reporting to ensure your business stays efficient.

Services include:

• Includes everything in Growth, plus:

• Audit-Level Preparation: Monthly "hard close" procedures for maximum financial integrity.

• Operational Cost Analysis: Deep-dives into vendor spend to identify hidden savings.

• Internal Controls: Establishing workflows and guardrails to protect your assets as you hire.

• Managerial Reporting: Detailed department-level P&Ls to hold your team accountable.

• Dedicated Operational Support: Includes bi-weekly deep-dive meetings (approx. 4 hours/month) to ensure total departmental accountability.

Prices: Starting at $1,299/mo. — Partner for Scale

CFO Advisory: Strategic Partnership & Leadership

Ideal for: visionary leaders navigating fundraising, major pivots, or exit planning.

This is a high-level strategic partnership where we move from managing your past to engineering your future. Get an executive seat at your table for a fraction of the cost of a full-time hire.

Services include:

• 12–24 Month Cash Flow Modeling: Predictive "what-if" scenarios for hiring, expansion, or investments.

• Capital & Fundraising Strategy: Professional guidance through debt financing, equity raises, and investor relations.

• Unit Economics Analysis: Deep-dives into LTV, CAC, and Churn to optimize your business model.

• Exit & M&A Readiness: Strategic positioning of your financials to maximize your company’s valuation.

• Board & Investor Reporting: Professional-grade reporting packages designed for high-level stakeholders.

• Executive Partnership: On-demand access and recurring strategic leadership sessions (typically 6–10+ hours/month of direct advisory).

Prices: starting at $3,499/mo. - Get a True Partnership