Our Services

Growth Package

  • CPA Provided Service and Support

  • Weekly Transaction Categorization

  • Monthly Account Reconciliation (Bank, Credit Cards, etc.)

  • Monthly Financial Statements (Balance Sheet and Profit & Loss Statement)

  • Monthly Group Office Hour Session (Live Q&A and strategy support)

  • 1:1 Email Support

  • Year-End Tax Package (Final organized reports and data prepared for your tax preparer)

Starts at $599 per month

Growth Package Add-Ons & Customization

  • Any service component detailed within the Executive package can be individually added to your Growth Package.

Interested!

Executive Package

  • Everything from the Growth Package

  • Managing and optimizing all financial technology for a start-to-finish, automated solution.

  • AR/AP Management.

  • Cash Flow Forecasting and Management.

  • Strategic Budgeting and Variance Analysis.

  • Deep Financial Modeling tied to operational metrics, including multiple "what-if" scenarios (like impact of price, cost of a new hire).

  • Reporting on Profitability by Segment.

  • Custom KPI Dashboards tailored for potential investors, banks, or boards of directors.

  • Proactive Tax Minimization Advice.

  • Advising on the strategic use of debt, negotiation with lenders, and planning for fundraising.

  • Dedicated Weekly Strategy Call.

  • Priority communication via phone, text, or email with a guaranteed 24-hour response time.

Starts at $2,999 per month

Interested!