Tailored Solutions That Help You Scale
Our suite of customizable services are designed to support you at every stage of growth.
Cloud-Based Accounting
We operate as an extension of your team, managing day-to-day accounting with precision, structure, and speed. Our cloud-based systems eliminate inefficiencies, and improve visibility no matter where collaborators are located. On average, clients experience 50% cost savings while establishing a stronger foundation for growth.
Fractional CFO
We provide hands-on financial strategy where and when you need it. Through forecasting, budgeting, cash flow management, and KPI planning, we provide a clear roadmap for sustainable growth. Whether you are seeking funding or facing business-critical decisions, we help you move forward with the facts.
Tax Planning & Compliance
We take a proactive stance so there are no surprises. Working alongside your team year-round, we minimize risk and maximize savings. We also consistently monitor changing tax laws to ensure you stay compliant. This two-pronged approach keeps your business on track and you out of the weeds.
Built for how you work
Financial strategy isn’t one-size-fits-all. We tailor our approach to your business.
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Engagement Levels
Employee Count
Annual Revenue
1
100K
Solopreneur
Self-Management
2 - 3
<300K
Partnership
4 - 10
<1M
Emerging Disruptor
Essential Support (Virtual Accountant)
11 - 25
<5M
Proven Business Model
26 - 100
<20M
High-Complexity Business
Operational Oversight (Virtual Controller)
to
Strategic Leadership (Virtual CFO)
101 - 200
<40M
Established Company
201 - 500
>40M
Corporation
In-House CFO
Package Options
Virtual CFO
Average $1,495 /wk
Virtual Controller
Average $1,095 /wk
Virtual Accountant
Average $795 /wk
Service Description
Strategic Leadership
Operational Oversight
Essential Support
Onboarding Timeline
8 Weeks
8 Weeks
8 Weeks
Advisory
Online Financial Reporting
Month-End Close
Monthly Performance Meeting
24-Month Forecasting
12-Month Forecast
KPI Tracking
Leadership / Board Meetings
Revenue Recognition
Optional
Optional
Accounting
Bank Coding & Reconciliation
Credit Card Coding & Reconciliation
Payroll Administration
Optional
Optional
Spend Management Tracking
Optional
Optional
AP Management
Optional
Optional
AR Management
Optional
Optional
Tax Prep & Planning
Business Tax Prep
Optional
Optional
Optional
Individual Tax Prep
Optional
Optional
Optional
Tax Planning
Optional
Optional
Optional
*Fees are tiered based on your revenue and the specific add-on services you select.
**Onboarding is billed independently of the weekly rate and covers the initial 6–8 weeks of service.
