01. Bookkeeping
Clean, current books
Best for businesses that need dependable books, not yet asking what the numbers mean.
Included
✓ Monthly bank and credit card reconciliation
✓ Transaction categorization and chart-of-accounts upkeep
✓ Monthly P&L and Balance Sheet
✓ Accounts payable and receivable tracking
✓ QuickBooks Online, Xero, or Finaloop
02. Full-Service Accounting
Included
Bookkeeping, plus the oversight in between
Best for businesses past "keep the books straight," not yet needing a full CFO relationship.
✓ Everything in Bookkeeping
✓ Accrual-basis adjustments and month-end close
✓ Budget vs. actual reporting
✓ Payroll oversight and coordination
✓ KPI tracking specific to your industry
03. Fractional CFO
Included
Strategic financial leadership
Best for businesses raising capital, scaling past founder bandwidth, or making decisions that need real strategy behind them.
✓ Everything in Full-Service Accounting
✓ 13-week rolling cash flow forecasts
✓ Fundraising support and investor-ready reporting
✓ Board deck preparation
✓ Scenario modeling and strategy sessions
Not sure which tier fits?
Most clients start with a discovery call, we figure out the right scope together, based on where your business actually is.