Packages

Straightforward options. Every package includes Portal access.

Foundation
Bookkeeping
  • Monthly close + reconciliations
  • Portal access
  • Request queue management
  • Financial statements
  • 30-min monthly review
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Control
Controller
  • Everything in Foundation
  • Cash flow planning
  • KPI dashboard reporting
  • Margin + variance insights
  • 60-min monthly strategy
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Executive
Fractional CFO
  • Everything in Control
  • Forecasting + modeling
  • Growth + hiring planning
  • Board/investor reporting
  • Quarterly strategy cadence
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