Financial Services Tailored to Your Business
From bookkeeping to strategic CFO advisory, we offer flexible service tiers designed to meet you where you are and grow with you.
Fractional CFO Advisory
Get executive-level financial leadership without the full-time salary. Our fractional CFOs integrate with your team, attend board meetings, manage investor relations, and drive the financial strategy that powers your growth. We become your trusted financial partner.
Financial Planning & Analysis (FP&A)
We build dynamic financial models, rolling forecasts, and scenario analyses that give you clarity on your runway, unit economics, and growth trajectory. Our FP&A services turn raw data into actionable insights that drive better decisions.
Cash Flow Management
Cash is king. We implement proactive cash flow forecasting, working capital optimization, and liquidity management strategies that ensure you always have the runway to seize opportunities and weather challenges.
Bookkeeping & Controller Services
Clean, accurate books are the foundation of good financial management. Our controller services include monthly close processes, bank reconciliations, accounts payable/receivable management, and audit-ready financial statements.
Tax Preparation & Strategy
We work alongside your CPA to develop year-round tax strategies that minimize your burden while ensuring full compliance. From quarterly estimates to annual filings, we keep you ahead of deadlines and optimize your tax position.
Custom Financial Consulting
Need help with a specific financial challenge? We offer project-based consulting for fundraising preparation, due diligence, pricing strategy, profitability analysis, and other special financial projects.
Transparent, Flexible Pricing
Choose the tier that fits your business. All plans include a dedicated financial professional and can be customized to your specific needs.
We currently have capacity for 3 new clients this quarter. Schedule a consultation to secure your spot.
Foundation
Know your numbers and never worry about your books again. For small businesses that need clean financials and visibility.
- Accurate, audit-ready books every month
- Clear financial statements you can actually understand
- Cash flow visibility so you always know where you stand
- Quarterly financial health check with actionable recommendations
- QuickBooks/Xero fully managed — you never touch it
- Direct access to your dedicated financial professional
Growth Partner
Make confident financial decisions that accelerate your growth. A strategic financial partner who helps you see around corners.
- Everything in Foundation, plus:
- A fractional CFO who knows your business inside and out
- Custom budgets and rolling forecasts so you plan with confidence
- Cash flow optimization — stop leaving money on the table
- KPI dashboard showing the metrics that actually matter
- Monthly strategy session to align finances with your goals
- Vendor cost analysis and negotiation support
Executive CFO
Have a world-class finance department without the world-class overhead. Comprehensive CFO leadership at a fraction of the cost.
- Everything in Growth Partner, plus:
- Full-time-equivalent CFO presence with your leadership team
- Multi-entity consolidation and intercompany accounting
- Advanced financial modeling for expansion or exit planning
- Weekly strategy sessions with your executive team
- Vendor and contract negotiations
- Board-ready reporting and investor relations support
- Priority response — same-day turnaround on urgent requests
Our 90-Day Confidence Guarantee
If you don't see measurable improvement in your financial clarity, cash flow visibility, and decision-making confidence within your first 90 days, we'll continue working at no charge until you do. We're that confident in what we deliver — because we've seen it work, every single time.
Zero risk. Full commitment. Your success is the only outcome we accept.