Every plan includes a dedicated team, consistent monthly reporting, and direct access to your advisors. No hidden fees, ever.
The foundation for any growing business. Get clean books, accurate financials, and peace of mind every month.
Best for: Early-stage businesses, solopreneurs, startups under $500K revenue.
Setup fee may apply. First month includes onboarding.
Built for scaling businesses that need financial oversight, proactive planning, and a management team that can see the full picture.
Best for: Companies $500K–$3M revenue, raising capital, or scaling a team.
Setup fee may apply. First month includes onboarding.
Full financial leadership for established, high-growth companies that need a dedicated CFO, board-ready reporting, and strategic oversight.
Best for: Companies $3M+ revenue, investor-backed, or preparing for exit.
Setup fee may apply. First month includes onboarding.
Multi-entity organizations, private equity-backed businesses, and complex operational needs often require custom scoping. We'll build a package that fits your exact situation — no padding, no waste.
Need something specific? Add individual services to any monthly plan.
Comprehensive plan + 3–5 year projections.
Investor-ready financial slides for your deck.
Complete loan application documentation.
Catch-up bookkeeping for prior months/years.
Full setup, chart of accounts, and historical import.
Looker Studio or Power BI dashboard build.