Step Into The Support You Need

Best for small businesses with straightforward finances and lower transaction volume.

• Monthly bank and credit card reconciliation
• Transaction categorization
• Monthly financial statements (P&L, balance sheet, cash flow)
• Quarterly check-in call
• Email support for questions between check-ins

We keep your records accurate and up to date so you can stay focused on running your business.

Best for growing businesses that need more hands-on support and visibility into their numbers.

• Everything in Starter, plus:
• Higher transaction volume and multi-account support
• Categorized financial reporting with trend tracking
• KPI dashboard tailored to your business
• Monthly live review call to walk through your numbers
• Priority email support

We handle your books end-to-end and meet with you monthly to make sure you're seeing what matters — not just what's compliant.

Best for businesses ready to use their financials to plan ahead and make strategic decisions.

• Everything in Core, plus:
• 13-week rolling cash flow forecast
• Budget vs. actual variance reporting
• Quarterly strategic review with recommendations
• Custom KPI tracking aligned to your goals
• Ad hoc financial analysis as needed

Go beyond bookkeeping with cash flow forecasting, strategic insights, and data-driven visibility — so you can anticipate problems and make decisions backed by data. 

Best for businesses navigating capital raises, M&A, rapid scaling, or complex financial decisions. 

• Cash flow management and treasury oversight
• Board and investor reporting
• Capital raise and refinancing support
• KPI dashboards and executive reporting
• M&A advisory and due diligence
• Strategic financial planning
• Direct access to a senior CFO 

When the decisions get bigger — raising capital, preparing for an exit, scaling into new markets — you need a financial partner who's been in the seat. 

M&A support, exit preparation, capital raises, financial restructuring. Custom pricing based on scope and engagement depth.