Pricing & Services
1
Foundation
Starts at $1,500/mo
For early-stage teams building their financial foundation
Example Clients:
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SaaS startup, 4 employees, <$1M revenue — cash basis, cleanup + monthly reporting
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Ecommerce store, 3 employees, $1.2M revenue — Shopify & Amazon, basic COGS and vendor management
2
Momentum
Starts at $2,500/mo
For growing companies ready to scale with clarity.
Example Clients:
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B2B SaaS, 10 employees, $1.5M revenue — custom - investor-ready reports, KPI Tracking
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DTC ecommerce brand, 8 employees, $3M revenue — product-level margin tracking + AP support
3
Ascent
Starts at $4,500/mo
For established teams that need hands-on financial partnership.
Example Clients:
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SaaS Healthcare platform, 6 employees, $5M revenue — multi-entity consolidation, AP Management
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Omni-channel ecommerce brand, 10 employees, $6M revenue — scenario modeling & investor reporting
Core Services with Every Package
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Dedicated Finance Team
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Month-end Close Management
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Monthly Financial Reporting (Balance Sheet, Income Statement, Cash Flow Statement)
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Revenue Recognition Review & Support
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Payroll Reconciliation
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Bank, Credit Card, and Balance Sheet Reconciliations
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Cash or Accrual Basis Accounting
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Email Support (72-24 hour response based on tier)
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Annual Financial Package and communication with Tax Advisor
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Strategic Financial Meetings (Quarterly, Monthly, or Bi-Weekly depending on tier)
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Procedure Documentation (SOPs for financial operations)
(+) Add-On Services
Accounting Operations
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Accounts Payable (AP) Management or Setup
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Credit Card Management
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Accounts Receivable (AR) Management or Setup
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1099 Filing
Strategic Finance & Planning
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Budgeting, Forecasting, and Variance Analysis
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13-Week Cash Flow Forecasting
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Financial Modeling
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Business Valuation Preparation
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Investor Reporting
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KPI Development and Tracking
Transaction & Growth Readiness
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Debt / Equity Financing preparation and go-to market
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Fundraising Data Room Preparation
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Due Diligence Support for M&A
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Exit Planning
Systems & Efficiency
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Automation Assistance (systems, reporting, process workflows)
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ERP Migration
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Technology Stack Evaluation & Optimization
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Restructuring or Cost Optimization Projects