Services
Essentials
Essentials
Essentials
Starting at $800/month
For startups and small businesses that need clarity and compliance.
Perfect for understanding your numbers without breaking the bank.
- Bookkeeping & Categorization
- Standard Monthly Financial Package
- P&L, Balance Sheet, Cash Flow
- 1-Year Financial Forecast
- Quarterly Financial Review Call
- Dedicated Slack Channel
GROWTH
Essentials
Essentials
Starting at $1,500/month
For scaling companies that want insights, not just reports.
Built for owners who want proactive finance. Not just someone closing the books
Everything in Essentials, Plus:
- Custom KPI Reporting / Dashboards
- 3-Year Forecasting Model
- Monthly Strategic Finance Call
- Vendor & Expense Reviews
- Headcount Planning Model & Hiring Budget
Partner
Essentials
Partner
Starting at $5,000/month
For founders who want a right-hand financial advisor.
CFO-level support for owners who need deep strategic finance but aren’t ready for a full-time hire.
Everything in Growth, plus:
- Investor Reporting & Deck Support
- Fundraising Scenario Planning
- Weekly Check-ins
- Cash Flow & Burn Optimization
- Board Meeting Prep & Participation