Startup

For early‑stage operators who need clean, reliable books.

• Monthly transaction categorization for approximately up to 75 client‑specific transactions, including client‑requested reclasses
• Reconciliation of up to 2 financial accounts
• Basic month‑end close
• Standard monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
• Email support during business hours

Growth

For growing companies needing accrual accounting and a disciplined monthly close.

Everything from Startup, along with the following modifications or additional support:

• Monthly transaction categorization for approximately up to 200 client‑specific transactions, including client‑requested reclasses
• Reconciliation of up to 5 financial accounts
• Accrual adjustments as needed
• Full month‑end close
• Standard monthly reporting package
• Light AP/AR recording

Scale

For established businesses requiring full accrual accounting and AP/AR support.

Everything from Growth, along with the following modifications or additional support:

• Monthly transaction categorization with unlimited client‑submitted transactions
• Reconciliation of up to 10 financial accounts
• Full accrual bookkeeping
• Comprehensive month‑end close
• Custom reporting package tailored to the Client
• Support for multi‑entity or class/location tracking
• Scheduled monthly review meeting
• Enhanced AP/AR support

FRACTIONAL CFO TIERS

Strategic Guidance

For businesses ready to elevate financial decision‑making without weekly involvement.

Executive Partnership

For companies preparing to scale, raise capital, or manage complex financial operations.