Accounting & CFO Support That Grows With You

Starting at $200/month
AI-enabled accounting and foundational financial records.

Includes:

• Automated bank and credit card feeds

• AI-assisted transaction coding

• Monthly reconciliations

• Basic financial statements
• Cloud accounting system access
• Email support for accounting questions

Best For:
Organizations that need 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

⭐MOST POPULAR⭐

Starting at $750/month

Your outsourced finance department. 

Includes:
• Accounts payable management
• Accounts receivable tracking and        collections support

• Payroll coordination

• Monthly close process
• Financial reporting
• Vendor payment management
• Cash balance monitoring

Best For:
Organizations that need active management of day-to-day financial operations.

Typical organizations:

• $500k–$5M revenue
• active AP and AR
• payroll management
• need monthly financial reporting

Starting at $2,500/month
Strategic financial leadership and decision support.

Includes:
• Budget creation and planning
• Budget vs. actual reporting
• Strategic planning support
• Board and leadership financial reporting
• Growth and financial planning

Best For:
Growing organizations that need financial insight and leadership to guide decisions.

Typical organizations:

• $2M–$15M revenue
• leadership or board reporting needs
• budgeting and financial planning
• more complex operations