We don't just record your history; we engineer your future. Transparent, value-driven investments designed for every stage of your scaling journey.
From foundational compliance to full-scale financial leadership, find the engagement model that matches your ambition.
"The essential bedrock of your business."
We handle the complexity of compliance and data accuracy, providing a solid launchpad for emerging companies. Clean financials, total tax readiness.
Starting at
"Data-driven clarity for acceleration."
Designed for high-potential firms. Move beyond "just compliance" and get the real-time insights required to manage growth effectively and make agile decisions.
Starting at
"Your financial compass in scaling."
The "Pro" tier for scaling companies. Transition from cash-basis reporting to accrual-level analytics, cash-flow predictability, and strategic forecasting.
Starting at
"C-Suite leadership, on-demand."
A high-level strategic partnership to drive profit, engineer fundraising (Series A/B), and maximize business valuation. The strategic head of finance your board demands.
Starting at
"Your entire financial department. Solved."
The ultimate solution for mid-market and enterprise firms. A complete, outsourced high-end accounting department, including Controller oversight and Fractional CFO leadership.
Starting at
Detailed service breakdowns for each engagement level.
| Services Included |
Tier 1
Foundation
|
Tier 2
Growth Engine
|
Tier 3
Strategic Navigator
|
Tier 4
Fractional CFO
|
Tier 5
Virtual Finance Suite
|
|---|---|---|---|---|---|
|
Chart of Accounts Customization
|
|
|
|
|
|
|
Bank & Credit Card Reconciliations
Up to # accounts |
5
|
5
|
10
|
Unlimited
|
Unlimited
|
|
Account Payable
Bill.com integration/oversight |
|
|
|
|
|
|
Accounts Receivable
Invoice automation/tracking |
|
|
|
|
|
|
General Ledger Maintenance
|
|
|
|
|
|
|
Sales Tax Management
Up to # jurisdictions |
3
|
3
|
5
|
Unlimited
|
Unlimited
|
|
State & Local Tax Compliance
|
|
|
|
|
|
|
Assist with Annual Tax Return
Designated CPA led Income Tax Returns |
|
|
|
|
|
|
Monthly Cash-Basis Profit & Loss Statement
|
|
|
|
|
|
|
Monthly Balance Sheet & Statement of Cash Flows
|
|
|
|
|
|
|
Payroll Management & Compliance
ADP/Gusto/QBO |
|
|
|
|
|
|
Employee Expense Management
Brex/Ramp/Expensify |
|
|
|
|
|
|
Accrual-Based Financial Statements
|
|
|
|
|
|
|
Rolling 12-Month Cash Flow Forecast
|
|
|
|
||
|
Budget vs. Actuals Variance Analysis
|
|
|
|
||
|
Inventory Management Oversight
If applicable |
|
|
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||
|
Intercompany Accounting
If applicable |
|
|
|
||
|
Capital Strategy & Fundraising Support
Series A/B |
|
|
|||
|
Advanced Pro Forma Modeling
3-5 Year Forecasts |
3-year
|
5-year
|
|||
|
Scenario Planning & Stress Testing
|
3-year
|
5-year
|
|||
|
Customized KPI Dashboard & Visualization
Jirav/Fathom |
|
|
|||
|
Strategic Pricing & Profitability Modeling
|
|
|
|||
|
Incentive Compensation Planning
Commission/Bonus structures |
|
|
|||
|
Investor & Board Reporting
Prep & Presentation |
|
|
|||
|
Controller-Level Supervision
Internal Staff or outsourced team |
|
||||
|
Risk Management & Internal Control Design
SOX compliance foundation |
|
||||
|
Debt Covenant Compliance Monitoring
|
|
||||
|
Audit Support & External Audit Liaison
|
|
||||
|
Advisory
Tech: Semi-Annual Tech Stack Audit |
Tech
|
Tech & Ops
|
Tech, Ops, & Innovative
|
Tech, Ops, & Innovative
|
|
|
Strategy Session
Controller: Quarterly Financial Review & Advisory Call
(60 Minutes) |
Controller
|
CFO
|
CFO
|
||
|
Unlimited Access to Leadership Team
Within business hours |
|
||||
|
Response Time Guarantee
Based on tier |
48 hours
|
48 hours
|
24 hours
|
24 hours
|
End of Day
|
We integrate with industry-leading platforms to deliver seamless, automated financial operations. Here's our technology ecosystem.
Strategic Stack tools are included in Tier 4 & 5 engagements. Implementation and licensing costs discussed during onboarding.
Not sure which tier is right for your business?
Every scaling journey starts with a conversation. Schedule your complimentary discovery session and discover how our engagement model aligns with your growth trajectory.
No commitment required. 100% confidential consultation.