Monthly close
Start with numbers you can trust.
Growth · Strategic
What’s included
- Monthly bookkeeping and reconciliations
- An agreed close timetable and responsibilities
- Records organized for reporting
OUR SERVICES
Know the numbers.
Make the next move.
Reliable books. Monthly CFO guidance. A clearer next step.
HOW WE HELP
The work. The difference it makes.
CFO reporting
Understand what changed—and what deserves your attention.
All plans
What’s included
- Performance, cash and financial position
- Financial statements and KPI commentary
- Enhanced reporting in Growth and Strategic
Cash & profit review
See why the profit on paper differs from cash in the bank.
All plans
What’s included
- Review the cash position in your available records
- Discuss margins, costs and working capital
- Depth of analysis agreed in your scope
Monthly CFO review
Work through the numbers behind your next business decision.
All plans
What’s included
- A monthly CFO insight session
- A focused agenda of priorities and recommendations
- Clear next steps for the owner
Support between reviews
Get a finance perspective when questions come up.
Growth · Strategic
What’s included
- Slack support in Growth and Strategic
- Strategic: named senior finance lead and weekly 30-minute partner meeting
- Strategic: one-business-day async responses and up to four additional ad-hoc hours monthly
Year-end tax handoff
Give your tax preparer organized records to work from.
Growth · Strategic
What’s included
- Year-end information from the books we maintain
- Coordination on questions about those records
- Tax preparation and filings separately scoped
BookkeepingKeeps your records reconciled and current.
CFO guidanceHelps you decide what to do with those numbers.
YOUR LEVEL OF SUPPORT
One partnership.
The right depth.
Essential, Growth, or Strategic. From $1,995/month.
Compare the plansStandalone bookkeeping, cleanup, payroll, and projects are quoted separately.