Perfect for: Small businesses needing reliable financial recordkeeping and basic compliance support.

• Transaction Management: Daily recording and categorization of all income and expenses across unlimited bank and credit card accounts
• Monthly Financial Reporting: Cash-based profit & loss statements, balance sheets, and basic cash flow reports delivered by the 10th business day
• Bank & Credit Card Reconciliation: Complete monthly reconciliation, ensuring accuracy across all financial accounts
• Tax Preparation Support: Year-end organized financial package for your tax preparer with properly categorized transactions
• Cloud Accounting Setup: Xero setup or QuickBooks Online, maintenance, and basic training for your team
• 1099 contractor reporting preparation

Perfect for: Established businesses requiring comprehensive accounting oversight and operational financial management.

All Essential Services Plus:

• Advanced Financial Management: Accrual-based accounting with detailed monthly financial analysis and key performance indicators
• Accounts Payable/Receivable: Full management of vendor payments, customer invoicing, collections follow-up, and aging reports
• Payroll Processing: Complete payroll service for up to 15 employees, including tax filings, direct deposits, and quarterly reporting
• Basic Compliance: Sales tax tracking for up to 2 jurisdictions
• Monthly Cash Flow Management
• Multi-Platform Integration: Seamless connection with payment processors (Stripe, PayPal, Square), POS systems, and e-commerce platforms
• Monthly Reporting: Income Statement, Monthly Comparison Income Statements, and Balance Sheet

Perfect for: Complex businesses needing senior-level financial oversight and operational excellence.

All Growth Services Plus:

• Advanced Internal Controls: Implementation of approval workflows, expense policies, and fraud prevention measures
• Comprehensive Reporting: Board-ready financial reports
• Process Optimization: Streamlining of financial workflows, automation implementation, and system efficiency improvements
• Unlimited Payroll & Contractors: Full payroll services for unlimited employees, plus comprehensive contractor management and reporting
• Multi-Entity Management: Consolidated reporting for multiple business entities or locations
• Audit Support: Preparation for internal/external audits, documentation organization, and audit coordination
• Banking relationship management and credit facility optimization
• Risk assessment and insurance coverage analysis 

Technology & Systems:

• ERP system evaluation and implementation support
• Advanced reporting tool setup and training
• Integration consulting for complex business software ecosystems
• Inventory Management: Cost tracking, inventory valuation, and supply chain reporting
• Banking relationship management and credit facility optimization
• Strategic Advisory (See CFO Packages)

Ideal for: Small businesses seeking expert financial guidance and actionable insights.

• Expert CFO Support: A dedicated financial leader who analyzes your business performance and identifies growth opportunities.
• Data-Driven Decision Making: Deep integration with your operations to ensure real-time financial data informs all strategies.
• Flexible Engagement: Customizable services to fit your evolving business needs.
• Email support with 48-hour response 
• Quarterly check-ins call to review financial performance 

Ideal for: Medium-sized businesses aiming to scale with confidence.

• Comprehensive Financial Analysis: Regular reviews of your financial health and tailored recommendations.
• Strategic Project Leadership: Your CFO spearheads initiatives that accelerate growth and operational efficiency.
• Seamless Integration: Full alignment with your internal teams for cohesive, data-backed strategies.
• Multi-Channel Support: Assistance available via email, phone, and digital platforms.
• Custom Solutions: Services can be tailored to Financial Planning & Analysis, Cash Flow, and Working Capital Management.
• Email support with 48-hour response
• Monthly check-ins call to review financial performance

Ideal for: Businesses needing high-level financial oversight and hands-on growth management.

• Executive CFO Guidance: A senior finance expert embedded within your team to lead and advise on all financial matters.
• Performance Insights: In-depth analysis and reporting to help you make informed decisions.
• Growth Catalyst: Your CFO initiates and manages strategic projects that position your business for success.
• Full Integration: Close collaboration with your internal team for unified financial planning and execution.
• Unlimited Access: Year-round support through your preferred communication channels with priority response
• Weekly check-in call to review financial performance