Our Services

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Essential Package

Ideal for:

Sole proprietors, consultants, service-based freelancers with minimal transactions.

Includes:

  • Bank & credit card reconciliations (1-2 accounts)

  • Categorization of income & expenses (up to 100 transactions/month)

  • Monthly Financial statements (Profit & Loss - Balance Sheet)

  • Email support (48-72hr response)

  • Monthly review & check-in via email

  • Liaison Support with your tax preparer or CPA

Starting at: $250/month

For freelancers & solo professionals

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Standard Package

Ideal for:

Service-based businesses, e-commerce shops, and LLCs with a team.

Includes:

  • Bank & credit card reconciliations (up to 4 accounts)

  • Categorization of income & expenses (up to 300 transactions/month)

  • Accounts payable/receivable tracking

  • Payroll entry & Journal posting (via Gusto or similar)

  • Monthly Financial statements & KPI dashboard

  • Unlimited email support (24-48hr response)

  • Monthly video meeting (30 min)

  • Liaison Support with your tax preparer or CPA

Starting at: $750/month

For growing small businesses

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Executive CFO Lite Package

For high-growth or investor-facing businesses

Ideal for:

Startups, multi-entity operations, or those preparing for funding.

Includes:

  • All Premium Package services, plus:

  • Multi-entity consolidations (up to 3 entities)

  • Monthly custom KPI reporting

  • Cash flow forecasting & trend analysis

  • Liaison support with your tax preparer or CPA

  • Dedicated account manager

  • Weekly strategy/reporting call (30-45 min) or email

Starting at: $3,500/month

Modern, open-plan office with three people working at a central table, surrounded by desks, large windows, and a reflective ceiling with illuminated digital graphics.

Ideal for:

Firms with employees, multiple revenue streams, or outsourced operations.

Includes:

  • Reconciliations of up to 6 accounts

  • Unlimited transaction categorized

  • A/R & A/P tracking + aging reports

  • Sales tax tracking and filing (multi-state available)

  • Payroll syncing & reconciliation

  • Monthly financial reports with cash flow analysis

  • Budget-to-actual comparison (if budget is provided)

  • Priority email + Slack/phone support

  • Bi-weekly check-in calls (15-30 min)

  • Liaison Support with your tax preparer or CPA

Starting at: $950/month

For established businesses needing oversight

Premium Package

Empty office workspace with a laptop, an open notebook, and a smartphone on a wooden table near large windows with city buildings outside.

Elite CFO Support Package

Full-service financial oversight for scaling businesses

Ideal for:

CEOs, founders, or organizations with $1M+ in revenue who need strategic financial leadership without hiring a full-time CFO.

Includes:

  • Everything in the Executive CFO Lite Package

  • Weekly cash flow reporting & burn rate analysis

  • Advanced scenario planning (up to 3 models)

  • Custom financial dashboards (KPI, margins, targets)

  • Department-level reporting and allocations

  • Support of investor updates, board reporting, and grant tracking

  • Financial process improvement recommendations

  • SOP documentation for accounting workflows

  • Slack, email, and Zoom support

  • Dedicated Fractional CFO Partner

Starting at: $5,000/month