Expert financial management — without the cost of a full-time hire.
From foundational bookkeeping integrity to audit-ready financial operations, each tier builds upon the last to provide comprehensive financial management that scales with your business.
$1,500 – $2,500/mo
Financial integrity for small but growing businesses. Accurate, reconciled, GAAP-aligned financials with monthly reconciliations and quarterly debt reporting.
✓ Revenue & payroll recording
✓ Monthly accruals preparation
✓ Bank & credit card reconciliation
✓ AR reconciliation & aging
✓ GL error review
✓ Quarterly debt schedules
✓ Fixed asset management
$2,500 – $3,500/mo
Operational finance for $3–25M revenue companies. Owns monthly close process, prepares full financial statements, enforces accounting policies and controls.
✓ Everything in Tier 1
✓ Formal monthly close process
✓ Full financial statements (BS, IS, CF)
✓ Journal entry review & approval
✓ Revenue recognition enforcement
✓ Expens
$2,500 – $3,500/mo
Operational finance for $3–25M revenue companies. Owns monthly close process, prepares full financial statements, enforces accounting policies and controls.
✓ Everything in Tier 1
✓ Formal monthly close process
✓ Full financial statements (BS, IS, CF)
✓ Journal entry review & approval
✓ Revenue recognition enforcement
✓ Expense cutoff oversight
✓ Accounting policy creation
✓ Internal control improvements
✓ Tax accountant support
$3,500 – $4,500/mo
Pre-CFO support for $10–50M+ businesses. Audit preparation, GAAP compliance oversight, staff supervision, and enhanced management reporting.
✓ Everything in Tiers 1 & 2
✓ Audit preparation & coordination
✓ Balance sheet flux analysis
✓ Complex GAAP compliance (ASC topics)
✓ Lease accounting (ASC 842)
✓ Equity & cap table a
$3,500 – $4,500/mo
Pre-CFO support for $10–50M+ businesses. Audit preparation, GAAP compliance oversight, staff supervision, and enhanced management reporting.
✓ Everything in Tiers 1 & 2
✓ Audit preparation & coordination
✓ Balance sheet flux analysis
✓ Complex GAAP compliance (ASC topics)
✓ Lease accounting (ASC 842)
✓ Equity & cap table accounting
✓ Staff supervision & mentoring
✓ Acquisition support
✓ KPI scorecards & enhanced reporting
We’ll help you find the right level of support based on your revenue, complexity, and goals.
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