Services & Pricing
Three levels of financial support
Start where you are. Every engagement is scoped to your business, and you can move up a tier whenever complexity grows.
Starter Package
For small businesses that need clean, reliable financials
- Bookkeeping & transaction categorization
- Monthly financial reports
- Bank & account reconciliations
- Basic profit & loss reporting
- Individual & business tax preparation
Best for: Startups, solopreneurs, small service businesses
Get StartedGrowth Package
For growing businesses that need structure and visibility
- Everything in Starter, plus:
- Controller-level oversight
- Structured monthly close process
- Financial statement preparation
- Budget vs. actual reporting
- KPI & performance tracking
- Monthly financial review call
Best for: $500K–$5M revenue businesses scaling operations
Get StartedCFO Package
For established businesses that need strategic financial leadership
- Everything in Growth, plus:
- Fractional CFO advisory
- Cash flow forecasting & planning
- Strategic budgeting & modeling
- Profitability & margin analysis
- Executive-level financial reporting
- Weekly or bi-weekly strategy calls
- Growth & decision support
Best for: $2M–$100M revenue companies needing financial leadership
Get StartedEvery engagement is quoted individually based on your scope. Book a free consultation and we'll tell you honestly which level fits — including if you don't need us yet.
Compare
What's included at each level
| Capability | Starter | Growth | CFO |
|---|---|---|---|
| Bookkeeping & categorization | |||
| Bank reconciliations | |||
| Monthly financial reports | |||
| Individual & business tax preparation | |||
| Controller-level oversight | — | ||
| Structured monthly close | — | ||
| Budget vs. actual reporting | — | ||
| KPI & performance tracking | — | ||
| Monthly review call | — | ||
| Fractional CFO advisory | — | — | |
| Cash flow forecasting | — | — | |
| Strategic modeling & budgeting | — | — | |
| Profitability & margin analysis | — | — | |
| Weekly/bi-weekly strategy calls | — | — |
Not sure where you fit?
Tell us about your business in a free 30-minute call and we'll recommend the right level — or tell you if you're not ready for one yet.
Book a Free Consultation