Pricing that fits your complexity
Simple packages, scoped to your volume and tools
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Three ways to get to clean books and clear decisions
Core
Reliable Financial Operations
What’s Included:
Full-cycle bookkeeping (AR / AP / GL)
Monthly financial statements
Payroll & sales tax filings
Month-end close (defined timeline)
Audit-ready documentation
Controller-level quarterly review
Quarterly insights on accuracy & risk
Support:
Email / Client Portal
Standard response time
Ideal Outcome:
Clean, compliant, dependable financials
Confidence without building an internal team
Best for:
Early-stage to growing businesses
Monthly Investment:
Growth
Controller-Level Oversight
Everything in CORE, plus:
Controller review every month
Revenue recognition & deferred revenue
Rolling cash-flow forecasting
KPI dashboards & variance analysis
Cost structure & margin insights
Internal controls & SOPs
Multi-entity / multi-currency support
Monthly management review call
Support:
Priority support / Client Portal
Monthly review cadence
Ideal Outcome:
Accurate, controlled, decision-ready numbers
Finance function that scales with the business
Best for:
Scaling companies with increasing complexity
Monthly Investment:
Strategic Partner
CFO-Grade Insight Ownership
Everything in GROWTH, plus:
CFO-level strategic finance support
Financial modeling & runway planning
Board & investor reporting
Pricing & unit economics analysis
Fundraising & due diligence support
M&A integration & scenario planning
Executive decision support and direct access to senior leadership
Support:
Priority & escalation support
Executive-level engagement
Ideal Outcome:
A true finance partner at the table
Clarity for complex, high-stakes decisions
Best for:
VC-backed, PE-owned, or high-growth businesses
Monthly Investment:
Contact for custom pricing
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In a short intake form, we’ll confirm what drives scope then share a clear price range and a plan. Expect a fast and practical response.
Clear scope. No surprises.
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