THE RIGHT FINANCIAL SUPPORT, AT THE RIGHT STAGE
Our Service Packages
Straightforward options. Meaningful support. A stronger financial future.
Essential Bookkeeping
A solid foundation for your finances.
Accurate, organized books so you always know where your
business stands.
Starting at
$600/month
Monthly transaction recording
Bank & credit card reconciliations
Financial statement preparation
Ongoing email support
Core
Accounting
More insight.
Greater clarity.
Everything in Essential, plus expanded support to help you manage day-to-day operations with confidence.
Starting at
$1,000/month
Everything in Essential
Accounts payable support
Accounts receivable tracking
Monthly financial reporting
Monthly check-in
MOST POPULAR
Everything in Core, plus higher-level financial oversight and planning to help you makeinformed decisions
and drive growth.
Strategic support to move your business forward.
Growth
Partner
Starting at
$1,800/month
Everything in Core
Budgeting & forecasting
Cash flow analysis
KPI tracking and reporting
Strategic guidance
Ongoing financial leadership tailored to your business, with a focus on strategy, efficiency, and long-term growth.
High-level expertise.
Real impact.
Fractional
Controller/CFO
Everything in Growth Partner
Deeper financial analysis
Process and systems improvement
Regular strategy meetings
Support with major decisions
(E.g., hiring, financing, expansion)
Starting at
$2,800/month
ADD-ON SERVICES
Additional Support,
When You Need It
Need something specific? These services can be added to any package or provided on a project basis.
Accounts payable clean up
Catch-up bookkeeping
Financial modeling
QuickBooks setup or optimization
One-time projects (e.g., system review, process improvement)