Our Services

  • Best for owners who want clean books and reliable payroll without surprises. Packages start at $399/month

    Includes:

    • Monthly bookkeeping + reconciliations

    • Monthly financial statements

    • Payroll processing + payroll tax filings (per agreed scope)

  • Best for owners who want to actively manage margins, spending, and growth. Packages start at $699/month

    Everything in Foundation, plus:

    • KPI dashboard & trends

    • Budget vs actual analysis

    • Monthly review call (30–60 minutes)

    • Action list: 3–5 monthly recommendations

  • Best for businesses that need a finance leader to drive planning, cash, and strategy. Packages start at $999/month

    Everything in Growth, plus:

    • Cash flow forecasting + scenario planning

    • Hiring affordability and strategic guidance

    • Quarterly planning sessions

    • Priority support + CFO cadence

Packages

Filters

A/P bill pay workflow (based on hourly rate / billed per hour per month.)
$25.00
Catch-up / cleanup bookkeeping (project bid based on workload one time fee.)
$250.00
Job costing / class & department setup (Job based on workload billed as one time fee.)
$250.00
Sales tax reporting coordination (billed per month.)
$50.00
A/R invoicing + collections support (based on hourly rate billed per hour per month.)
$25.00

No results found

No results match your search. Try removing a few filters.