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
starting at
$1,500 / month
Bookkeeping Services:
Accounting Data Entry:
Accrual-based Bookkeeping
Client Invoicing
Bill Payments
Credit Card Entries
Payroll Journal Entries
Treasury Management:
Bank Reconciliation
Credit Card Reconciliation
Cash Reporting
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Only applicable to clients with fewer than 50 invoices per month. Price increases 10% every 50 additional up to 300.
Horizon Level
starting at
$3,500 / month
Compass Level Services plus:
Cash Management:
Cash Flow Projections
Cost Analysis
Expense Monitoring
Dashboard Reporting:
Predictive Insights
Financial Clarity
Data-driven Monitoring
Key Performance Indicators
Risk Management:
Financial Health Assessment
Financial Planning
Budgeting
Pinnacle Level
starting at
$4,500 / month
Horizon Level Services plus:
Capital Structuring:
Debt to Equity Analysis
ROI and Risk Assessment
Risk Mitigation Strategies
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Projection Modeling:
Variance Analysis
Scenario Modeling
Strategic Positioning
Projection Modeling:
Financial Health Optimizations
Business Valuation Enhancements
Operational Improvements