Our Essential service is designed for businesses that need reliable, accurate books on a monthly basis. We record and categorize transactions, reconcile bank and credit card accounts, and prepare monthly financial statements so you have a clear picture of your business performance. This package focuses on maintaining clean financial records and reporting, without ongoing day-to-day financial administration.
Starting at $850 / month
Growth
Growing businesses that need more support
Our Growth service provides more hands-on financial support for businesses that need more frequent bookkeeping and communication. In addition to everything included in Essential, we can work on a weekly basis, assist with reviewing financial-related emails, and communicate with vendors or clients as needed. This level of service helps keep financial activity organized in real time and supports smoother day-to-day operations as your business grows.
Starting at $1300 /month
Advanced
Established businesses needing oversight
Our Advanced service delivers high-level financial oversight and internal financial management beyond bookkeeping. In addition to frequent transaction review and reporting, we provide accrual adjustments, financial analysis, budget tracking, cash flow monitoring, and detailed management reports to support informed business decisions. This level is ideal for businesses that need structured financial processes, stronger internal controls, and professional financial oversight similar to an in-house controller — without hiring one full-time.
Starting at $2100/ month
Final pricing depends on transaction volume, number of accounts, payroll complexity, and cleanup needs.
Controller & Fractional CFO Services
Service
What It Covers
Fees
Controller Services
Month-end close oversight, financial review, reporting accuracy
