Monthly Pricing
Basic
Starts at $1695
Best if you already have an accounting team and ONLY need a CFO. Get expert advice and reports monthly.
- 2x monthly advisory meetings
- Meet with a CFO who has dealt with over $100 million in last 5 years alone.
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- Analyzes the financial statements given to us by your accounting team.
Starter
Starts at $3495
Great if you don’t like numbers and want an accounting and finance team. We fix money leaks fast and ensure your financial success long-term
- Monthly Bookkeeping
- Monthly Financial Statements
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- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
Premium
5% of
Revenue
Best if you want a full accounting/finance team along with creating a memorable customer experience. Min. $1 mm in revenue.
- Monthly Bookkeeping
- Monthly Financial Statements
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- 2x monthly advisory meetings with CFO and Accountant / Controller
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- Same Day Response Time
- Priority of scheduling monthly meetings
- UX audit monthly. Website, operations, customer forms, etc. improving client experience and accessibility.
- If in construction or civil engineering will provide 1-4 landscape or preconstruction drawngs if given all specs / data monthly.
*Pricing changes depending on how many monthly transactions.
