A partner inside your operation.
Ongoing financial leadership shaped to how your business actually runs. Three levels of partnership, all built on the same standard: GAAP-sound work, weekly cadence, and direct access when decisions matter.
Tier 1 – Bookkeeping & Monthly Financials
Starting at $1,500/month
Reliable, GAAP-sound books and monthly reporting. The foundation every business needs.
Includes:
- Transaction recording and categorization
- Monthly bank and credit card reconciliation
- Monthly P&L and Balance Sheet
- Accounts Receivable and Payable tracking
- QuickBooks Online, Xero, Odoo, or NetSuite management
Tier 2 – Controllership & Finance Management
Starting at $3,000/month
The financial oversight a scaling business requires. For owners who need accurate accrual books, real cash management, and a finance function that thinks ahead.
Everything in Tier 1, plus:
- GAAP-compliant accrual accounting
- Short-term cash management and forecasting
- Monthly benchmark reporting and profitability analysis
- Internal controls and audit preparation
- Direct coordination with your CPA and tax advisor
- Banking and lender relationship support
- A/R acceleration and collections process design
Tier 3 – Fractional CFO
Starting at $6,000/month
Strategic financial leadership for businesses preparing for growth, funding, or transition. The full partnership – inside leadership meetings, on the cap table conversations, in the room when real decisions get made.
Everything in Tiers 1 and 2, plus:
- Strategic financial planning and forecasting
- Investor and lender relations
- M&A support and exit readiness
- Weekly finance and cash flow meetings
- Advanced scenario analysis and decision support
- Executive advisory and leadership team participation
- Pricing and margin optimization
- Incentive plan design and KPI scorecards
Not sure where you fit?
Start with a free Cash Flow Evaluation. Thirty minutes. No cost. You’ll leave with a clear picture of where cash is leaking and what the next 90 days look like.