Packages
Three ways to work together.
Straightforward options, no long tie-ins. Every package includes Portal access.
Foundation
Bookkeeping
- Monthly close + reconciliations
- Portal access
- Request queue management
- Financial statements
- 30-min monthly review
Most Popular
Control
Controller
- Everything in Foundation
- Cash flow planning
- KPI dashboard reporting
- Margin + variance insights
- 60-min monthly strategy
Executive
Fractional Executive
- Everything in Control
- Financial forecasting + cash discipline
- Revenue engine + pipeline health
- Hiring, org design, growth planning
- Weekly strategy touchpoint