Service Packages

These are our service packages that are meant to align with the needs of your business, and scale with you as you grow.

Foundation

For startups needing reliable financial operations

Includes:

Bookkeeping
AP/AR
Payroll support
Monthly financial statements
Monthly close

Growth

Everything in Foundation plus:

Revenue recognition
SaaS metrics
KPI reporting
Cash flow forecasting
Budget vs actual analysis

Strategic

Everything in Growth plus:

Fractional Controller/CFO
Board reporting
Investor reporting
Fundraising support
Audit readiness
Strategic finance guidance

Projects & Support

We are always happy to assist with any projects such as accounting software implementation and integration, payroll system and tax setup, NEXUS study for sales tax compliance and training your team on the accounting systems used.