Plans

Pick your package

3 Different Ways We Can Help You

Bookkeeping

Cloud based bookkeeping services that scale with your growing business. Remove the headaches and replace them with a ready-made team that is equipped to handle the core accounting functions of your business.

Starting at $500 / month
  • Assigned Bookkeeper - remote, U.S.- based
  • Priority Support (email, text, call)
  • Transaction Posting – weekly to make sure cash is always up-to-date
  • Monthly bank  & credit card reconciliations
  • Vendor & Supplier Bill Pay
  • Customer Invoicing
  • Payroll Processing
  • Sales Tax Filing
Book Free 1-Hour Strategy Session
Controller

For growing small businesses who need constant visibility into cash flow management and financial performance.

Starting at $1,000 / month
  • Assigned Controller- U.S. - remote, U.S.-based
  • Priority Support (email, text, call)
  • Customized Month-End Close
  • Monthly Financial Statement Review
  • Balance Sheet Reconciliations
  • Accrual Accounting Entries
  • Cash Flow Forecasting
  • Monthly Finance Meeting to review financial performance & cash flow forecast
Book Free 1-Hour Strategy Session
CFO Advisory

Is your business ready to explode with growth? Is your company already moving at pace that is difficult to comprehend financially? Do you want to maximize profitability?  It's time to leverage the experience of seasoned finance executive.

Starting at $2,000 / month
  • Development of annual operating budget includes goals & KPIs
  • Monthly Virtual Strategy Session that includes:
    • Financial Statement Review
    • Custom Business Insights Dashboard review
    • Budget versus actual reporting & KPI measurement
    • Review goals & current challenges
    • Develop actions to close the gap between current & desired state
  • Create a custom Business Insights Dashboard to visualize company performance and KPIs
  • (2) mid-month virtual finance sync meetings to stay current on progress & challenges
Book Free 1-Hour Strategy Session

*All plans and final pricing are subject to due diligence during client onboarding process.

Book Your Free Strategy Session Today