Packages Built Around Your Needs
Pricing based on pragmatism and goals. Not a percent of your expenses.
Foundation
FP&A Essentials
Financial planning and analysis for firms that need dashboards, forecasts, and strategic visibility.
- FP&A dashboards
- Budget vs. Actuals vs. Forecast
- KPI tracking & reporting
- Cash flow modeling
- Quarterly business reviews
- Management reporting packages
Foundation
Accounting Essentials
Core accounting for growing firms that need reliable, GAAP-compliant books.
- GAAP monthly close
- Financial statement preparation
- Bank & credit card reconciliation
- Accrual & prepaid schedules
- General ledger maintenance
- Compliance & sales tax support
Strategic
Full Finance Department
A complete, outsourced finance function for complex organizations. Accounting + FP&A + CFO advisory.
- Full accounting & FP&A
- Board & investor reporting
- M&A readiness & QoE prep
- CFO advisory & strategic planning
- Multi-entity consolidation
- Covenant tracking & lender reporting
- Capital raise support
Every Engagement Includes
These are standard across all tiers — not add-ons.
Platform Access
19+ integrations, real-time dashboards
Data Portability
Full export anytime, you own your data
Dedicated Team
Named Controller and Finance Director
Expert Quality
Every deliverable by subject-matter experts
Frequently Asked Questions
What's the minimum commitment?
Three months. Finance transformations take time to implement properly, and we want to deliver real results — not just check boxes.
Can I switch tiers?
Absolutely. Engagements grow with you. Most clients start with a Foundation package and expand as their business scales.
Do you offer project-based work?
Yes — Quality of Earnings preparation, GAAP conversions, platform setup, and system migrations are all available as standalone projects.
Let's scope it together.
Every engagement is custom-built. A quick conversation is all it takes to find the right fit.
Talk to Dave