top of page
Graph_edited.jpg

Our Plans

Accounting Essentials

This is Ideal for growing businesses seeking accurate financial records and a foundation for strategic growth. This package includes CPA reviewed financial reporting, financial insights, and a path to CFO-level support as your business grows. 

CFO Growth Partner

Perfect for rising businesses that need regular strategic financial insights. This package includes annual projections, monthly reforecasting, and monthly check-ins that drives action, allowing you to grow with confidence and agility.

CFO Executive Partner

Designed for high-growth businesses needing a high-touch financial partner with real-time guidance, planning, and customization. This package includes hands-on, proactive financial leadership, empowering you to make confident, data-backed decisions as you scale.

Get a quote

Like what you see? Get in touch to learn more.

Thanks for submitting!

bottom of page