Tailored Financial Services
Whether you're just starting out or gearing up for major growth with investor involvement, we're here to provide tailored financial services at every stage of your journey. Our comprehensive offerings range from basic bookkeeping to advanced financial management and forecasting, ensuring precision and forward-thinking insights that drive your business towards its financial goals.
Journey Level
$1,500 / month
Accounting Services:
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Financial Data Entry:
Accrual-based Accounting
Client Invoicing
Bill Payments
Credit Card Entries
Payroll Journal Entries
Treasury Management:
Bank Reconciliation
Credit Card Reconciliation
Cash Reporting​​​
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All pricing levels are tailored to each client's needs, and above are examples only. After an initial consultation, we'll provide a customized proposal based on the services and level of support required.
Compass Level
$2,500 / month
Journey Level Services plus:
Accounting Management:
AR & AP Administration
Payroll Processing
Month-end Close
Cash Flow Management
Controllership & Reporting:
Financial Operations Oversight
Monthly Financial Analysis
Internal Financial Controls
GAAP Financial Statements​
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All pricing levels are tailored to each client's needs, and above are examples only. After an initial consultation, we'll provide a customized proposal based on the services and level of support required.
Horizon Level
$3,500 / month
Compass Level Services plus:
Cash & Risk Management:
Cash Flow Projections Model
Monthly Cost Analysis
Expense Monitoring
Financial Planning & Budgeting
Dashboard Reporting:
Financial Health Assessments
Data-driven Monitoring
Key Performance Indicators
Key Metrics Analysis
All pricing levels are tailored to each client's needs, and above are examples only. After an initial consultation, we'll provide a customized proposal based on the services and level of support required.
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Pinnacle Level
$4,500 / month
Horizon Level Services plus:
Capital Structuring & Exit Strategy:
Debt to Equity Analysis
ROI and Risk Assessments
Financial Health Optimizations
Business Valuation Enhancements
Operational Improvements
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Projection Modeling:
Variance Analysis
Scenario Modeling
Strategic Financial Positioning
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All pricing levels are tailored to each client's needs, and above are examples only. After an initial consultation, we'll provide a customized proposal based on the services and level of support required.
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