Pricing

Monthly Accounting & CFO Services

Financial clarity. Strategic direction. Scalable support.

We partner with growing businesses to provide structured accounting, integrated tax oversight, and executive-level financial guidance.

Core

Financial structure for growing businesses.

Built for owners who have outgrown DIY bookkeeping and want clean reporting, proper compliance, and dependable monthly oversight.

Includes
 • Professionally managed bookkeeping
• Structured monthly close
• Monthly financial statements
• Sales tax compliance
• Corporate tax coordination
• Advisory support available

Result: Reliable numbers. Reduced risk. Clear foundation.

Growth

From financial reports to financial control.

Designed for $1–5M companies where revenue is growing — but systems, margins, and cash flow need tighter management.

Everything in Core, plus:
 • Monthly management reporting
• Quarterly budgeting & forecasting
• Ongoing cash flow oversight
• KPI & margin monitoring
• Direct access to your financial team
• Corporate tax filing (1 entity)
• 1 shareholder personal return

Result: Cash flow visibility. Margin clarity. Structured growth.

Enterprise

Fractional CFO partnership.

For businesses scaling beyond operational complexity — requiring strategic planning, working capital management, and executive-level financial leadership.

Includes
 • Monthly reporting & strategy review
• Monthly forecasting & scenario planning
• Active working capital management
• Custom KPI dashboard
• Decision support & financial modeling
• Priority CFO access
• Corporate tax filing
• Up to 2 shareholder returns

Result: Strategic clarity. Financial confidence at scale.

Project Accounting

Financial control at the project level.

For construction, engineering, and project-driven businesses, financial performance must be tracked by job — not just by company totals.

We design and manage structured project accounting systems that provide:

  • Job costing by phase and cost code
    • Work-in-progress (WIP) tracking
    • Revenue recognition alignment
    • Change order profitability visibility
    • Schedule of Values coordination
    • Cost-to-complete monitoring
    • Project-level gross margin reporting
    • Cash flow forecasting by active project pipeline

Project accounting engagements are structured based on the number of active projects, reporting requirements, and operational complexity.

Investment is determined based on project size, volume, and reporting complexity.

 

Available Across All Plans

  • Advanced tax planning
    • Strategic advisory & growth planning
    • Payroll management
    • Additional entities
    • System implementation & financial process design

Investment Transparency

Final investment is determined based on transaction volume, industry complexity, number of active projects (where applicable), and entity structure.