Services
Finance, advisory and M&A services for growing companies
Everything a $1M–$40M company needs from a finance function, from clean monthly books to CFO strategy, acquisitions and exit planning, delivered by one team.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
Bookkeeping, controller and CFO support, plus advisory, M&A and integration, all from one team.
Who it’s forCompanies with $1M–$40M in revenue
Monthly packages$500–$8,500+ per month
AdvisoryProject or retainer
WhereSan Diego-based, serving the U.S.
Finance function
Monthly finance support
Start with clean books and add controller and CFO capability as you grow.
From $500 / month
Bookkeeping services
Reconciled books, AR/AP and monthly financial statements in QuickBooks Online or Xero.
From $4,500 / month
Controller
A dedicated accountant who owns the close, payroll, commissions and budget-vs-actual reporting.
From $8,500 / month
Fractional CFO services
Forecasting, 13-week cash flow, KPIs, budgeting and investor reporting without a full-time hire.
Advisory and transactions
Senior judgment for the big decisions
From $5,000 / month
Strategic advisory
Senior counsel for founders facing a plateau, turnaround, capital event or board conversation.
Projects from $8,000
Corporate development and strategic initiatives
Acquisition strategy, partnerships, new-market entry, restructuring and raise preparation.
Scoped per deal
M&A support and exit planning
Exit readiness, quality of earnings, due diligence and deal structuring for buyers and sellers.
$10,000–$20,000 / month
M&A integration
Day 1 plans, consolidated reporting, cash monitoring and synergy tracking after you close.
How the services connect
One partner across the business lifecycle
| Stage | What you need | Service |
|---|---|---|
| Getting organized | Accurate books and monthly statements | Bookkeeping |
| Scaling | A reliable close, payroll and budget-vs-actual | Controller |
| Leading | Forecasts, KPIs, lenders and investors | Fractional CFO |
| Big decisions | Strategy, turnarounds, capital events | Strategic advisory |
| Growing by acquisition | Thesis, pipeline, diligence, close | Corporate development |
| After the deal | Combining two companies into one | M&A integration |
| Exit | Readiness, earnings quality, structure | Exit planning |
Next step
Not sure where to start?
Book a free 30-minute consultation. We’ll review where your finance function is today and recommend the right level of support.
