Business Essentials

You want clean books and reliable reporting — handled correctly and consistently — so you're not second-guessing your numbers every month. This is stable monthly accounting delivered by our team for businesses with straightforward needs.

Best for early-stage or bootstrapped businesses who want someone they can trust to "just take care of it."

  • Monthly bookkeeping & bank reconciliations

  • Credit card reconciliation

  • Income statement & balance sheet

  • Basic accounts payable management

  • Transaction categorization & cleanup

  • Up to 200 transactions/month

  • Email support

From $1,000/mo

Growth Mindset

You're growing — and the financial "basics" aren't enough anymore. More hiring, more invoices, more moving parts. The numbers might be accurate, but they're not giving you clear direction. This level gives you stronger reporting, better cash visibility, and a financial setup that can support expansion without constant cleanup.

Best for companies at or above $500K in revenue that need stronger reporting, cash flow visibility, and the financial structure to support hiring and expansion.

Everything in Business Essentials, plus:

  • Cash flow forecasting — near-term visibility, not just historical data

  • Payroll integration & oversight

  • Bill pay — vendor payments handled

  • Accounts receivable management

  • QuickBooks optimization — set up for your industry and stage

  • Advanced reporting — budget vs. actual, KPI tracking

  • Multi-state sales tax compliance

  • Weekly Slack or email check-ins

From $2,500/mo

Scale and Succeed

You're not looking for "better reporting." This is for founders making decisions that affect payroll, runway, and investor confidence — and want a partner who can help them stay ahead of risk, protect cash, and make growth decisions with clear visibility.

Best for funded startups and scaling companies in Tech, Media, CPG, and VC who need CFO-level guidance, investor-ready reporting, and proactive forecasting — so decisions aren't made under pressure.

Everything in Growth Mindset, plus:

  • Fractional CFO strategic partnership

  • Board & investor reporting packages

  • Financial modeling & scenario analysis

  • Fundraising support & data room preparation

  • Revenue recognition

  • Multi-entity consolidation

  • KPI dashboards & custom reporting

  • Weekly strategy calls

  • Team mentorship & training

  • Direct board & investor interface as needed

From $5,000/mo


Integrations, Automations, and Analytics

We offer end-to-end project management of system implementations. From evaluation and selection to migration, configuration and testing, we keep you on track and on budget.

Our team also designs and deploys intelligent automation solutions, streamlining everything from complex workflows to transaction processing — so your team can focus on strategy, not manual tasks.

For select engagements, we also provide managed analytics services; onboarding is invite‑only.

Contact us for pricing