Perfect for businesses that need solid bookkeeping and accurate financial reporting.
Ideal for growing businesses that need enhanced oversight, internal controls, and financial accuracy.
For businesses ready for strategic financial leadership, growth planning, and executive-level guidance.
Need more than what’s included in your plan? We offer flexible, à la carte solutions to support complex workflows, compliance requirements, and growth initiatives.
Available Add-Ons Include:

If you're not completely satisfied with our service in the first 30 days, we'll refund your money. No questions asked.

Month-to-month service means you're never locked in. Stay with us because we deliver value, not because you're trapped in a contract.

Collaborate with seasoned professionals who specialize in your vertical and understand the nuances of multi-entity and multi-state operations.
Stay ahead of complex tax and reporting obligations with proactive oversight, internal controls, and audit preparedness built in.
From business tax strategy to entity-level filings, we deliver guidance and execution aligned with your long-term financial goals.

Each tier builds on the next. Core Accounting focuses on month-end close and financial reporting. Controller Services add internal controls, compliance, and advanced analysis. Fractional CFO includes strategic planning, budgeting, forecasting, and executive-level guidance.
Yes. Each plan includes a dedicated accounting department: two bookkeepers, a controller, and CFO oversight. While the structure is consistent, we tailor workflows, reporting, and add-on services to meet your specific business needs.
Our mid-market plans are designed for growing businesses, typically with multiple employees, revenue complexity, or industry-specific compliance needs. We support professional services, SaaS, e-commerce, manufacturing, and more.
Absolutely. You’ll be matched with a dedicated accountant (or controller/CFO, depending on your tier) who understands your industry and will work closely with you through scheduled reviews and ongoing collaboration.
All plans include a one-time onboarding and implementation fee. This covers setup of your general ledger, workflow optimization, tech stack alignment, and historical review to ensure a clean start.