Transparent Pricing
The Right Services
at the Right Time
The Right
Services at the
Right Time
The Right Services
at the Right Time
Accounting and Finance should always mature along with your company’s growth. Our dedicated and experienced team will cater our services outlined below to best support your company where you are now, but laying the foundation for optimization down the road. Unsure where to start? Just reach out! We’re here to help.
Accounting and Finance should always mature along with your company’s growth. Our dedicated and experienced team will cater our services outlined below to best support your company where you are now, but laying the foundation for optimization down the road. Unsure where to start? Just reach out! We’re here to help.
Accounting and Finance should always mature along with your company’s growth. Our dedicated and experienced team will cater our services outlined below to best support your company where you are now, but laying the foundation for optimization down the road. Unsure where to start? Just reach out! We’re here to help.
Accounting
& Bookkeeping
Transaction accuracy and
financial hygiene
Transaction accuracy and
financial hygiene
Transaction accuracy and
financial hygiene
Starting at
$950/month
$950/month
Record and categorize all financial transactions
Record and categorize all financial transactions
Record and categorize all financial transactions
Accrual-basis accounting including prepaids, accrued expenses, etc.
Accrual-basis accounting including prepaids, accrued expenses, etc.
Accrual-basis accounting including prepaids, accrued expenses, etc.
Vendor and customer file management
Vendor and customer file management
Vendor and customer file management
Bank account and balance sheet account reconciliations
Bank account and balance sheet account reconciliations
Bank account and balance sheet account reconciliations
Month-end close
Month-end close
Month-end close
Financial and management reports
Financial and management reports
Financial and management reports
A/P, A/R, client invoicing, bill pay and payroll accounting
A/P, A/R, client invoicing, bill pay and payroll accounting
A/P, A/R, client invoicing, bill pay and payroll accounting
Additional one-time set-up costs may be incurred.
Additional one-time set-up costs may be incurred.
Additional one-time set-up costs may be incurred.
Accounting Operations Advisory
How your accounting function is designed and runs
How your accounting function is
designed and runs
Variable Pricing
Contact Us
Contact Us
Accounting policies &
procedures development
Accounting policies & procedures development
Accounting policies &
procedures development
Chart of Accounts redesign and optimization
Chart of Accounts redesign and optimization
Chart of Accounts redesign and optimization
Month-end close process
improvement
Month-end close process
improvement
Month-end close process
improvement
Tech stack optimization
Tech stack optimization
Tech stack optimization
Accounting process optimization (Procure-to-Pay, Order-to-Cash, Record-to-Report)
Accounting process optimization (Procure-to-Pay, Order-to-Cash, Record-to-Report)
Accounting process optimization (Procure-to-Pay, Order-to-Cash, Record-to-Report)
Accounting team
optimization
Accounting team
optimization
Accounting team
optimization
Internal controls assessment
& implementation
Internal controls assessment
& implementation
Internal controls assessment
& implementation
Financial Planning
& Analysis (FP&A)
Forward-looking insight and
performance analysis
Forward-looking insight and performance analysis
Forward-looking insight and
performance analysis
Variable Pricing
Contact Us
Contact Us
Annual operating budget
Annual operating budget
Annual operating budget
Rolling 12-month forecast
Rolling 12-month forecast
Rolling 12-month forecast
Budget vs. actual variance
reports
Budget vs. actual variance
reports
Budget vs. actual variance
reports
Cash flow forecast model
Cash flow forecast model
Cash flow forecast model
KPI dashboard (financial &
operational)
KPI dashboard (financial &
operational)
KPI dashboard (financial &
operational)
Client and service-line
profitability analysis
Client and service-line
profitability analysis
Client and service-line
profitability analysis
Scenario and sensitivity
models
Scenario and sensitivity
models
Scenario and sensitivity
models
Headcount, capacity &
utilization planning model
Headcount, capacity &
utilization planning model
Headcount, capacity &
utilization planning model
Fractional CFO
Services
Executive finance leadership and value creation
Executive finance leadership and
value creation
Executive finance leadership and
value creation
Starting at
$3,000/month
$3,000/month
Revenue enhancement
strategy
Revenue enhancement
strategy
Revenue enhancement
strategy
Cost reduction strategy
Cost reduction strategy
Cost reduction strategy
Cash flow management
Cash flow management
Cash flow management
Banking & capital structure
Banking & capital structure
Banking & capital structure
Long-term value creation
planning
Long-term value creation
planning
Long-term value creation
planning
Risk assessment & mitigation
Risk assessment & mitigation
Succession & exit planning
Succession & exit planning
Succession & exit planning
Board & investor support
Board & investor support
Board & investor support
Get In Touch
Start
Your
Project
Today
Get In Touch
Start Your
Project
Today
Get In Touch