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Essential Bookkeeping Package

Starting at:


  • Weekly bank reconciliations
  • Payroll processing (up to 5 employees)
  • Weekly bill pay
  • Customer invoicing
  • Accounts payable aging report
  • Accounts receiving aging report
  • Monthly accrual-based financial statements
  • Quarterly financial review
  • Guaranteed 72-hour response time
  • Collaboration with a tax preparer for tax preparation needs
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Professional Financial Management Package

Starting at:


Includes all features from the Essential Bookkeeping Bundle, plus:

  • Monthly Financial Review
  • Custom reports or dashboards for external stakeholders
  • Lite Financial Modeling
  • Collaboration with the management team
  • Monthly Cash Flow Management
  • Dedicated controller-level contact with CPA designation
  • Guaranteed 48-hour response time
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Strategic CFO Solutions Package

Starting at:


Encompasses all features from the Essential Bookkeeping Bundle and Professional Financial Management Package, with additional advanced services:

  • KPI reporting and management
  • Strategic planning/budgeting – Monthly budget vs Actuals variance analysis
  • Monthly team financial review
  • Advanced financial modeling and scenario planning
  • Weekly Cash Flow Management and Reporting
  • Expert financial guidance and strategy
  • Collaboration with internal or external bookkeeper
  • Guaranteed 24-hour response time
  • M&A Due Diligence Support
  • Audit Support
  • Interface with investors for financial updates
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These carefully curated packages cater to businesses of varying sizes and financial complexities, ensuring a comprehensive suite of services to meet their distinct needs.

A La Carte:

  • Ad-hoc- consultations/projects – $250/hour
  • Unlimited text/slack communications – $299/month
  • Budget planning – Starts at $4,500