Choose the Right Plan for Your Business
Whether you’re launching a new idea or scaling an established business, we have a package designed to help you achieve your goals.
Ready to unlock your business's Financial Potential?
Startup
Typical Client Size / Under 10 employees
$750
per month
✔ Reactive Service
✔ Scheduled Meetings – Up to 1x/Month
✔ Onboarding / 5 Days
✔ Monthly book keeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Month-end reporting (within 30 days of month-end
✔ Annual financial statements
✔ Scheduled Meetings – Up to 1x/Month
✔ Onboarding / 5 Days
✔ Monthly book keeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Month-end reporting (within 30 days of month-end
✔ Annual financial statements
Early stage
Typical Client Size / 10-20 employees
$1,500
per month
✔ Proactive Service
✔ Scheduled Meetings – Up to 2x/Month
✔ Onboarding / 10 Days
✔ Monthly bookkeeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Bank reconciliation statements
✔ Month-end reporting (within 30 days of month-end)
✔ Annual financial statements
✔ Annual budget assistance
✔ Quarterly cashflow review
✔ Scheduled Meetings – Up to 2x/Month
✔ Onboarding / 10 Days
✔ Monthly bookkeeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Bank reconciliation statements
✔ Month-end reporting (within 30 days of month-end)
✔ Annual financial statements
✔ Annual budget assistance
✔ Quarterly cashflow review
growth
Typical Client Size / 20+ employees
$2,500
per month
✔ Strategic Service
✔ Scheduled Meetings – Up to 6x/Month
✔ Onboarding / 14 Days
✔ Monthly bookkeeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Bank reconciliation statements
✔ Month-end reporting (within 30 days of month-end)
✔ Annual financial statements
✔ Annual budget assistance
✔ Quarterly cashflow review
✔ Budget Vs. Actual analysis – Quarterly
✔ Financial model support & updates
✔ Financial KPI check
✔ Dedicated CFO
✔ Scheduled Meetings – Up to 6x/Month
✔ Onboarding / 14 Days
✔ Monthly bookkeeping
✔ Accounts payable and accounts receivable management (monthly)
✔ Payroll management
✔ Bank reconciliation statements
✔ Month-end reporting (within 30 days of month-end)
✔ Annual financial statements
✔ Annual budget assistance
✔ Quarterly cashflow review
✔ Budget Vs. Actual analysis – Quarterly
✔ Financial model support & updates
✔ Financial KPI check
✔ Dedicated CFO
Following services are also available, but are optional.
Department Performance
Customized Dept Reports
Company-Wide KPIs
Resource Planning
Business Tax Return