Services
Tier 1: Managed Bookkeeping + Financial Oversight
Perfect for founders who are behind or overwhelmed and need clean numbers fast.
The foundation of our managed service. Your books are maintained, reviewed, and governed by a structured delivery team with manager and CPA oversight.
Includes:
• Ongoing transaction categorization and reconciliation
• Monthly financial reporting (P&L, Balance Sheet, cash view)
• Manager review for accuracy and insight
• CPA-reviewed standards and controls
• Issue tracking and resolution
Outcome:
You regain clarity, stabilize operations, and stop guessing. Your financial foundation becomes structured, governed, and dependable.
Tier 2: Fractional CFO Leadership
Perfect for growing businesses that want clarity and control of their finances.
Fractional CFO support is not advisory-only—it is embedded financial leadership delivered continuously alongside your bookkeeping.
Includes everything in Tier 1 plus:
- Cash flow forecasting and stabilization
- Margin and pricing analysis
- Profit and break-even modeling
- Budgeting and growth planning
- Hiring, capacity, and resource planning
- Loan and capital-readiness support
- Scenario and sensitivity analysis
Outcome:
You make decisions with clarity and foresight—not guesswork.
Tier 3: Full Growth Partnership
Our highest-level offering perfect for business owners who want long-term financial transformation and full financial leadership support.
Our highest level of engagement for owners who want a fully built finance function and proactive leadership.
Includes everything in Tier 1 & 2 plus:
- Regular leadership strategy calls
- Advanced dashboards and KPI tracking
- Back-office and financial SOP development
- AR/AP process design and oversight
- Payroll and compensation advisory
- AI-enabled reporting and automation
Outcome:
A fully functioning finance department—without the overhead of building one in-house.
Catch-up and Cleanup Services
Catch-up and cleanup services are designed to bring a client’s financial records current, accurate, and CPA-ready when bookkeeping has fallen behind or become unreliable. This service is project-based and separate from ongoing monthly bookkeeping.
Required when historical records are incomplete or unreliable prior to onboarding. This project-based service is priced separately and must be completed before acceptance into any monthly managed service.
Includes:
• Historical data review and organization
• Prior-period transaction corrections
• Bank and credit card reconciliations
• Income, expense, equity, and loan corrections
• Adjusting and payroll entries
• Clean, reconciled financial statements