Detailed breakdown of our three service levels
Who It's For
New business owners in their first three years who need to establish solid financial systems and learn to read their numbers confidently. You’re passionate about your product or service but might feel overwhelmed by the financial aspects of running a business. This tier helps you build a strong financial bedrock, ensuring you understand where your money is going and how to interpret basic financial reports to make better day-to-day decisions.
Deliverables
Done-for-you setup of your bookkeeping system
Monthly bookkeeping to keep your records current
Simple monthly reports to understand your financial position
Optional quarterly review to check in on your progress
Responsibility Breakdown
Bookkeeper:
Categorizes transactions, reconciles accounts, produces monthly financials
Your CPA:
Handles tax compliance, year-end filing, tax planning
Owner Responsibilities:
Provide timely documents, review monthly reports, make business decisions based on the numbers
Who It's For
You’ve survived the initial years, achieved some stability, but now you feel stuck working IN the business instead of ON it. Growth has plateaued, and you’re overwhelmed by day-to-day operations, often feeling a lack of clear financial direction. You need strategic financial guidance to break through this ceiling, understand your key performance indicators (KPIs), and transition from an operator to a true CEO mindset. This tier is for owners ready to delegate financial management and gain insights for smarter growth without the full complexity of a scaling enterprise.
Deliverables
Responsibility Breakdown
Bookkeeper:
Monthly financials, transaction categorization, reconciliation
CFO:
KPI analysis, strategic insights, quarterly planning sessions, identifying areas for operational improvement
Your CPA:
Tax compliance, year-end tax planning
Owner Responsibilities:
Participate actively in quarterly sessions, implement strategic recommendations, ensure consistent document flow for financial accuracy
Who It's For
Your are an entrepreneur experiencing rapid growth and are ready to scale your business like a real, sophisticated company. You’re facing increased complexity in cash flow, need robust financial planning, and require a strategic CFO partner to navigate significant decisions like expansion, investment, or optimizing profitability. This tier is for leaders who need detailed financial models, comprehensive reporting, and consistent guidance to ensure sustainable growth, manage larger teams, and prepare for future opportunities with confidence.
Deliverables
Monthly bookkeeping with manager review for accuracy (Financial Institution Ready for borrowing)
Annual budget and rolling 12-month forecasts to guide future planning
Quarterly CEO meeting for in-depth strategic planning, performance review, and decision alignment
Ongoing support and advisory for major business decisions (hiring, pricing, expansion, M&A)
Advanced financial modeling and scenario planning
Responsibility Breakdown
Bookkeeper:
Daily/weekly transaction processing, monthly close, account reconciliation, detailed reporting.
CFO:
Strategic planning, forecasting, budgeting, advanced KPI tracking, quarterly CEO sessions, decision support, risk management, capital allocation advice.
Your CPA:
Tax strategy, compliance, year end planning, liaison for audit/review
Owner Responsibilities:
Articulate strategic vision, actively participate in planning, lead execution with CFO inout, ensure organizational alignment.
We are certified in both QuickBooks Online and Xero, ensuring your accounting system is set up correctly, maintained accurately, and optimized for meaningful financial insight. No guesswork. No messy books. Just clean, reliable numbers.
Let’s discuss how we can support your business journey!