Investment

  • $500+/Month

    • Monthly bookkeeping & reconciliations

    • P&L and Balance Sheet delivery

    • Standard KPI dashboard

    • Books closed by the 10th of every month

    • Email delivery & support

  • $1,000+/Mo

    • Everything in Core Accounting, plus:

    • Quarterly 30-minute performance review calls

    • Month-over-month KPI trend report with variance explanations

    • Monthly written highlights summary with key callouts

  • $2,000+/Mo

    • Everything in Insight Partner, plus:

    • Monthly 45–60 minute advisory calls

    • Budget vs. actuals tracking

    • Rolling financial forecasts

    • Strategic guidance on pricing, staffing, and growth decisions

  • $3,000+/Mo

    • Everything in Growth Controller, plus:

    • 8–10 hours per month of fractional CFO work

    • Expansion planning & scenario modeling

    • Pricing strategy & labor optimization

    • Board-level financial reporting

    • Weekly or bi-weekly check-ins

  • Please reach out with any custom project needs and we can discuss scope and pricing of the project