Professional Services
Financial & Accounting Services for Startups and SMBs
Remote-first bookkeeping, financial reporting, and advisory for founders and small business owners. Clean books, clear numbers, and a dedicated expert — without the overhead of a full-time hire.
What We Offer
Our Core Services
Seven productized service lines covering everything from monthly bookkeeping to fractional CFO advisory. Pick à la carte or bundle into a package.
Transparent Pricing
Service Packages
Simple, transparent pricing built around your stage of growth. All packages are delivered remotely. Every client gets a dedicated named contact.
STARTER
Starting at $750/mo
Pre-revenue startups and early-stage founders
- ✓ Cash-basis bookkeeping
- ✓ Monthly close within 10 business days
- ✓ Standard P&L, Balance Sheet, Cash Flow
- ✓ Bank and credit card reconciliation
- ✓ Dedicated bookkeeper (named contact)
- ✓ QuickBooks Online management
- ✓ Year-end package for CPA handoff
- ✓ Email support, 24-hour SLA
Scope: Up to $50K monthly expenses
Add-ons: Payroll, accounting setup
GROWTH
Starting at $1,500/mo
Startups with revenue and SMBs up to $5M
- ✓ Everything in Starter, plus:
- ✓ Accrual-basis accounting
- ✓ Monthly MIS Management Report
- ✓ AP / AR management
- ✓ KPI tracking (MRR, burn, runway)
- ✓ Monthly 30-min video review
- ✓ Slack access for async questions
- ✓ Faster close: 7 business days
Scope: Up to $200K monthly expenses
Add-ons: Modelling, KPI dashboard, CFO hours
SCALE
Starting at $3,500/mo
SMBs $2M–$10M and funded startups
- ✓ Everything in Growth, plus:
- ✓ Controller-level oversight and review
- ✓ Class tracking + department P&L
- ✓ Board-ready monthly reporting
- ✓ 5 hours Fractional CFO time / mo
- ✓ 5-business-day close
- ✓ Multi-entity support (up to 2)
- ✓ Quarterly strategic review call
Scope: Up to $500K monthly expenses; custom above
Add-ons: Fundraising, extra CFO hours, audit support
All prices in USD. Packages are scoped to your specific needs — final pricing confirmed after a free 30-minute consultation. One-time projects (financial modelling, fundraising packages, KPI dashboards, accounting system setup) are priced separately on a flat-fee basis. We do not provide US tax preparation or filing — we coordinate with your existing CPA for year-end handoff.
Why Choose Us
What Sets Our Approach Apart
One Dedicated Contact. Always.
You’ll never explain yourself to a new person. Every client gets a named contact who knows your business, your history, and your goals — from your first month to your Series A.
Flat-Rate, Transparent Pricing
Pricing is agreed upfront and locked in. No surprise invoices, no scope creep charges, no billable-hour anxiety. You always know exactly what you’re paying and what you’re getting.
Remote & Async-First
We work the way you work — async-first via email and Slack, with scheduled video calls for monthly reviews. You don’t need to be in the same timezone to get great financial support.
Built for Startups & SMBs
Practitioner-grade financial infrastructure: clean monthly close, KPI tracking, and investor-ready outputs.
Works with your existing stack — QuickBooks, Xero, Stripe, Gusto, and the tools your team already uses.
How It Works
Getting Started is Simple
Free Consultation
Share your challenge. We’ll ask the right questions and assess how we can help — no obligation.
Scoped Proposal
We send a clear proposal outlining scope, timeline, and fixed pricing. What you see is what you pay — no hourly tracking, no surprise costs.
Delivery & Support
We deliver on time, walk you through every output, and remain available for follow-up questions.
Ready to Work Together
Let’s Get Your Books in Order
Whether you’re a pre-revenue founder who just needs clean books, or a growing SMB ready for full financial infrastructure — book a free 30-minute call and let’s figure out the right starting point together. No commitment required.