Affordable Financial Solutions Tailored
to Your Business

Unlock Growth Potential and Data-Driven Decisions with Interim CFOs

Unlock Growth Potential and Data-Driven Decisions
with Interim CFOs

Our Unbeatable Packages

Experience a variety of financial service packages tailored to bolster your business throughout its growth and evolution. Select from our adaptable, cost-effective solutions to address the unique financial requirements of your company at each stage of its lifecycle.

Initial Ignition

$1,000/mo

GREAT FOR STARTERS

For Early Stage or Pre-Revenue Companies

Year-Round Bookkeeping

AP (bill.com/expensify)

Bank Reconciliation (Up to 3 accounts)

Credit Card Reconciliation (1 card)

Payroll Management (Gusto/Justworks)

G/L Management

Month-end Close

Process Design

KPIs

Techstack: QBO, Xero

Revenue Rocket

$3,500/mo

FOR STEADY GROWTH

For Startups
Generating Revenue

Everything in Level 1 plus:

Bank Reconciliation (Up to 6 accounts)

Credit Card Reconciliation (3 cards)

Accounts Receivable

Revenue Recognition

13-week Cash Flow

Financial Modeling Maintenance

Apex Achievers

Call for Quote

FOR PLANNED EXPANSION

For Mature Businesses with Various Needs

Everything in Level 2 plus:

Bank Reconciliation (Up to 10 accounts)

Credit Card Reconciliation (5 cards)

Enhanced KPIs

Financial Modeling

Budget Management

Accounting Policy Review & Improvement

Add-Ons:

Additional services for companies with specialist needs.

Human Resources

Payroll Preparation & Support

1099 Contractor Preparation

Employee Onboarding

Benefits Management

Inventory Management

Inventory Setup

Inventory / COGS Reconciliation

Inventory Modeling

Inventory Management PO Generation & Receiving

Systems Setup

QBO Setup (Bank Accounts, Bill Payment etc.)

Chart of Accounts Set-Up

Bill.com & Expensify setup

CPA Firm Selection & Onboarding

Investor Reporting

Board/Investor Deck

409A Support

Compliance

Income Tax Return Support

Debt Covenants

Sales Tax Return Preparation & Submission

Fundraising

Fundraising Deck & Supporting Analyses

Due Diligence Preparation & Representation

Transaction Support

Audit

Annual Audit Preparation & Representation

Systems Implementation

Systems Implementations & Conversion

Budget & Forecast

3-5 Year Financial Model

Book A Free Consultation

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Get clarity on the right blend of financial professionals you need.

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Quote with no hidden costs or strings attached.

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Learn about financial opportunities for your business you might not be aware of.