Services
Pick the level you need today.
Bookkeeping, controller and CFO advisory are three levels of the same finance function, run by one team on one ledger. Tax and cleanup sit alongside. Prices are monthly, month to month, and published on the pricing page.
| Bookkeeping | Controller | Fractional CFO | |
|---|---|---|---|
| Starts at | $400 / mo | $1,000 / mo | $1,500 / mo |
| Weekly transaction coding and reconciliations | Yes | Yes | Yes |
| Monthly close with AR and AP agings | Yes | Yes | Yes |
| Reviewed and signed-off close | — | Yes | Yes |
| Monthly package with KPIs and commentary | — | 3 to 8 KPIs | Yes |
| Budget vs actual, annual budget | — | Yes | Yes |
| Lender and investor packages | — | Yes | Yes |
| 13-week cash forecast | — | — | Yes |
| Monthly Financial Intelligence Session with a CFO | — | 30 to 60 min review | Yes |
| Strategic partner for cash, bank, hiring and growth decisions, recommendations in writing | — | — | Yes |
| Scenario forecasts, QBRs, leadership meetings, exit prep | — | — | Growth and Executive tiers |
| Best fit | Owner still runs the numbers, needs clean books | Wants a reviewed package and a second set of eyes | Decisions ahead: hire, borrow, raise, buy, sell |
Add-ons: accounts payable from $150, payroll processing from $150, catch-up and cleanup from $500, QuickBooks setup $750, BILL or Gusto implementation $500 each.
Bookkeeping
$400Weekly books, monthly close, reconciliations, AR and AP agings.
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Controller
+$1,000A reviewed close, a monthly package with KPIs and commentary, budget versus actual, lender packages.
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Fractional CFO
+$1,500A 13-week cash forecast and a strategic partner at the table for cash, bank, hiring and growth decisions, with recommendations put in writing.
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Tax
QuotedBusiness and owner returns prepared by licensed CPAs who work from the same books we close.
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Catch-up and cleanup
From $500+Months or years behind? We rebuild the books to a point you can trust, then keep them there.
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The Proven Method
How every engagement runs.
Where the company stands today: books, cash, debt, systems, people.
Clean up what cannot be trusted. Catch up, reconcile, rebuild the chart of accounts.
Weekly bookkeeping, a monthly close on a calendar, AP and payroll on a system.
A monthly package you can read in ten minutes, walked through on a call or a recording.
Decisions with numbers behind them: hire, buy, bid, borrow, price.
CFO-level planning toward growth, financing, succession or an exit.
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Find out what your numbers are telling you.
A 20-minute call. We look at how your books run today and tell you what we see. Nothing is sold on the call.