Tier 01
Essentials
$3,500/mo
Full bookkeeping management & controller foundation
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
—Payroll oversight & compliance
—Sales tax filing coordination
—Internal controls review
CFO Advisory
✓Cash flow monitoring & alerts
✓2× monthly owner advisory calls
—13-week cash flow forecast
—Annual budget & 12-month forecast
—KPI dashboard
—Banking & lender management
Most Popular
Tier 02
Growth
$7,500/mo
Full controller + active CFO advisory
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
✓Payroll oversight & compliance review
✓Sales tax filing coordination
✓Internal controls review
✓Accounting team management (optional)
CFO Advisory
✓Cash flow monitoring & alerts
✓13-week rolling cash flow forecast
✓Annual budget & 12-month forecast
✓Budget vs. actual variance analysis
✓KPI dashboard setup & monitoring
✓Banking & lender relationship management
✓Quarterly strategic financial review
✓Unlimited owner advisory access
—Scenario & sensitivity analysis
—M&A and due diligence support
—Investor & board reporting
Tier 03
CFO Partner
$10,000/mo
Full financial leadership & strategic support
Bookkeeping Services
✓Bank & credit card reconciliation
✓Transaction coding & categorization
✓Accounts receivable management
✓Accounts payable management
✓Payroll processing coordination
✓Expense report processing
Controller Services
✓Monthly financial package (P&L, Balance Sheet, Cash Flow)
✓Month-end close management
✓AR & AP aging reports
✓Year-end close & CPA coordination
✓Payroll oversight & compliance review
✓Sales tax filing coordination
✓Internal controls review
✓Accounting team management (included)
CFO Advisory
✓Cash flow monitoring & alerts
✓13-week rolling cash flow forecast
✓Annual budget & 12-month forecast
✓Budget vs. actual variance analysis
✓KPI dashboard setup & monitoring
✓Banking & lender relationship management
✓Quarterly strategic financial review
✓Unlimited owner advisory access
✓Scenario & sensitivity analysis
✓M&A and due diligence support
✓Investor & board reporting
✓Pitch deck financials support
✓Multi-entity consolidations
✓Financial modeling builds
✓Partner buyout & sale preparation
✓HR/benefits compliance oversight
✓Dedicated CFO point of contact
✓Priority response commitment
Bookkeeping Add-On
Transaction-Based Bookkeeping Tiers
High-volume businesses require more bookkeeping hours. Add the right tier to any plan based on your monthly transaction volume — pricing reviewed every 6 months as your business grows.
Light Volume
$1,000/mo add-on
Under 150 transactions/mo
Ideal for early-stage businesses with straightforward transaction volumes and a simple chart of accounts.
Most Common
Standard Volume
$1,750/mo add-on
150 to 400 transactions/mo
Perfect for growing businesses with multiple revenue streams, vendors, and moderate transaction complexity.
High Volume
$2,500/mo add-on
400+ transactions/mo
Built for high-activity businesses with complex transaction flows, multiple entities, or high-frequency operations.
Transaction volume reviewed every 6 months. Clients notified 60 days in advance of any tier adjustment.
Beyond The Package
Need Something Outside Your Plan?
Additional services — including fractional controller hours, multi-entity consolidations, financial modeling builds, pitch deck financials, and HR/benefits compliance oversight — are available at a separately quoted flat rate. No hourly surprises. Ever.
Ask About Add-Ons →Common Questions
Everything You Need to Know
Is there a long-term contract?
No. All plans are month-to-month with a 30-day written notice to cancel. We earn your business every single month.
Are there any hourly charges or overages?
Never. Every plan is a flat monthly fee. If you need services outside your package, we’ll quote them at a fixed rate before anything begins — no surprise invoices.
What size businesses do you work with?
We primarily serve South Florida businesses with $1M–$20M in annual revenue. Reach out and we’ll tell you honestly if we’re the right fit.
How quickly can I get started?
Most clients are fully onboarded within one week of the discovery call. We define scope, gather access credentials, and begin your first monthly close right away.
What accounting software do you work with?
We work with QuickBooks Online, Xero, and FreshBooks. If your books are in a different system, let us know during the discovery call and we’ll assess compatibility.
What happens on the free discovery call?
We spend 30 minutes understanding your business, current financial situation, and goals. We’ll confirm the right tier and walk you through onboarding. No pressure, no sales pitch.