Pricing
Interim CFO
Our interim CFO services oversee your accountants and bookkeepers and all financial matters, from budgeting and forecasting to investor relation strategies and risk management. We ensure the company's financial health and stability, making strategic
decisions to drive growth and profitability
Interim CFO - Core
$
1,500
Every month
+$750 Setup fee
Focus on growth, not finances. Interim CFO for small business. Accounting, finance, strategy. We handle it, you grow.
1-3 hour weekly meetings
Comprehensive financial management of accounting and finance
Review financial functions for accounting and finance tasks
Financial plan optimizing capital usage for business growth
Financial planning and analysis (FP&A)
Cash flow management
Budgeting and forecasting
Financial reporting
Implement systems that will support sustainable growth
Annual business valuation
Interim CFO - Leadership
$
2,995
Every month
+$750 Setup fee
Interim CFOs for larger businesses. Expert financial leadership. Handle accounting & finance. Strategic guidance. Focus on your business, we handle the rest.
2-5 hour weekly meetings
Comprehensive financial management of accounting and finance
Review financial functions for accounting and finance tasks
Financial plan optimizing capital usage for business growth
Financial planning and analysis (FP&A)
Cash flow management
Budgeting and forecasting
Financial reporting
Implement systems that will support sustainable growth
Annual business valuation
Tax planning and compliance coordination
Mergers and acquisitions support
Interim CFO - Integrated
$
3,495
Every month
+$750 Setup fee
Top-tier Interim CFO for your entire finance dept., delivering strategic guidance & complex accounting solutions. Focus on your business, we'll transform your finances.
4-6 hour weekly meetings
Comprehensive financial management of accounting and finance
Review financial functions for accounting and finance tasks
Financial plan optimizing capital usage for business growth
Financial planning and analysis (FP&A)
Cash flow management
Budgeting and forecasting
Financial reporting
Implement systems that will support sustainable growth
Annual business valuation
Tax planning and compliance coordination
Mergers and acquisitions support
Investor relations
Risk management
Accounting
Project Based
Accounting Project - Tier-1
$
1,750
Can't find the right skills in-house? We've got you covered. Let's meet your business needs. We offer custom project management and training
Rapid project assessment - scope, resources & requirements
Dedicated expert allocation - assign specialized skill sets
Comprehensive project management - oversee all project phase
Real-time progress updates - provide status & milestones
Implement tailored systems and software solutions
Implement baseline business KPI (key performance
indicators)
Deliver Tier-1 business valuation for baseline market value
Ongoing monitoring and evaluation plans available
Accounting Project -
Tier 2
$
2,450
Need accounting help for larger projects? We provide expert financial consultants for outsourced project based services with the skills and resources to tackle your unique challenges
For larger projects, scopes, and teams
Rapid project assessment - scope, resources & requirements
Dedicated expert allocation - assign specialized skill sets
Comprehensive project management - oversee all project phase
Real-time progress updates - provide status & milestones
Implement tailored systems and software solutions
Implement baseline business KPI (key performance indicators)
Deliver Tier-2 business valuation for baseline market value
Ongoing monitoring and evaluation plans available
Peak Performance Project Tier-1
$
2,750
Accelerate your business value & exit planning. Avoid common pitfalls with our Tier-1 Accounting Leadership project. Build a strong foundation for future growth or sale. Let's create a targeted plan
Identify common leadership traps affecting business value
Develop a foundational plan to address these traps
Create a value acceleration performance strategy
Develop a comprehensive exit planning strategy
Implement early-stage strategies to drive immediate value
Detailed project plan outlining project scope
Comprehensive assessment of client's position and goals
Identify key value drivers and performance indicators
Development of tailored value acceleration and exit strategy
Implementation roadmap with actionable steps and timelines
Ongoing monitoring and evaluation plans available
Peak Performance Project Tier-2
$
4,750
Strategic consultant projects for larger firms. Build valuable business assets and team knowledge, or prepare for sale. Avoid common pitfalls with our team by your side. Boost value, accelerate exits
In-depth assessments of clients' current financial health
Identify common leadership traps affecting business value
Develop a foundational plan to address these traps
Create a value acceleration business performance strategy
Develop a comprehensive exit planning strategy
Implement early-stage
strategies to drive immediate value
Detailed project plan outlining project scope
Detailed assessment of client's current position and goals
Identify key value drivers and performance indicators
Development of tailored value acceleration and exit strategy
Implementation roadmap with actionable steps and timelines
Develop and deliver tailored training programs
Implement tailored systems and software solutions
Ongoing monitoring and evaluation plans available
Bookkeeping
Bookkeeping - Essentials
$
599
A must-have for solopreneurs and S corporations operating for two or more years. Ensure financial clarity and control.
Optimize and classify daily transactions.
Deliver comprehensive monthly financial statements.
Eliminate duplication, errors, and potential fraud.
Prepare comprehensive, tax-ready financial reports.
Sales Tax Reporting
Bookkeeper -
Growth
$
799
Expert bookkeeping for scaling businesses. Need more than basic accounting? We provide in-depth financial insights to fuel your growth.
All the Essentials plus
Bank/ Cash Management - includes credit card reconciliations
Financial Statements
Payroll Reconciliation
Loan Tracking
AR Management - includes collections
AP Management
Payroll Processing
Bookkeeping - Cleanup Tier-1
$
1,550
Tier-1 bookkeeping cleanup package tackles your financial backlog. We handle the dirty work so you can focus on growing your business. Gain clear financial insights and make informed decisions.
Tackle financial backlog - we clear the clutter & organize
Reconcile accounts - ensure accuracy by matching statements
Categorize & code transactions - streamline financial data
Create accurate financial reports - gain clear insights
Identify and rectify errors - fix past errors
Provide clear financial data - deliver clean books
Bookkeeping - Cleanup Tier-2
$
3,450
Need a deeper cleanup? Our Tier-2 package tackles a larger financial backlog, providing expert cleanup and catch-up services. We handle the heavy lifting.
For companies with larger volume of AR/AP
Tackle financial backlog - we clear the clutter & organize
Reconcile accounts - ensure accuracy by matching statements
Categorize & code transactions - streamline financial data
Create accurate financial reports - gain clear insights
Identify and rectify errors - fix past errors
Provide clear financial data - deliver clean books
Provide cleaned up financial statements
See What We
Can Do For You!
Feeling overwhelmed by your finances or the burden of managing employees for accounting tasks? Book an intro meeting today for a free consultation. We'll discuss how our services can streamline your operations, save you money on additional staff, and provide you with a dedicated accounting and CFO partner to support your success.
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