FINANCIAL SERVICE PACKAGES
Financial Foundations
Financial Operations
Starting at $200/month
AI-enabled accounting & essential financial records.
Includes:
• Automated bank feeds
• AI-assisted transaction coding
• Monthly reconciliations
• Financial statements
• Cloud accounting access
• Email support
Best For:
Organizations needing clean books,
reliable records, and simple reporting.
Typical organizations:
• under $500k revenue
• fewer than 150 monthly transactions
• minimal AP/AR activity
• small or no payroll
Financial Operations
Financial Operations
⭐ MOST POPULAR⭐
Starting at $750/month
Your outsourced finance team.
Includes:
• Accounts payable management
• AR tracking & collections support
• Payroll coordination
• Monthly close process
• Financial reporting
• Vendor payments
• Cash flow monitoring
Best For:
Organizations needing active day-to-day financial management.
Typical organizations:
• $500k–$5M revenue
• active AP & AR
• payroll management
• need monthly financial reporting
Strategic Finance
Strategic Finance
Starting at $2,500/month
Strategic financial leadership & decision support.
Includes:
• Budget creation & planning
• Budget vs. actual reporting
• Strategic planning support
• Board & leadership reporting
• Growth & financial planning
Best For:
Growing organizations that need financial insight and leadership to guide decisions.
Typical organizations:
• $2M–$15M revenue
• leadership/board reporting needs
• budgeting & financial planning
• more complex operations
How Pricing Is Determined
Your monthly investment depends on the complexity of your financial operations, including:
• number of transactions
• accounts payable and receivable activity
• payroll size
• reporting needs
• number of bank or credit accounts
Click on the chart for a closer look.
Who Is This For
We work best with growing businesses and nonprofits that are ready for clarity, consistency, and confident financial decision-making.
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