- Our Values
Finance support that fits the stage you are at.
ESSENTIALS
Price: $795 / month
✓ Monthly bookkeeping in QuickBooks Online
✓ Bank and credit card reconciliations
✓ Transaction categorisation
✓ Monthly close
✓ Balance Sheet and Profit & Loss statement
✓ Cash balance summary
✓ Month-end financial review
✓ Email support for routine bookkeeping questions
Volume included: 2 bank accounts · 2 credit cards · 150 transactions a month
Best for: Pre-seed startups, bootstrapped companies, and founder-led businesses with straightforward finances.
GROWTH (Most popular)
From $1,495 / month
✓ Accounts payable and vendor bill processing
✓ Accounts receivable and customer invoicing
✓ Payment tracking
✓ Payroll accounting and reconciliation
✓ Employee expense reconciliation
✓ Monthly cash-flow summary
✓ Month-over-month financial review
✓ Budget versus actual reporting
✓ Monthly founder finance check-in
✓ Coordination with your tax CPA
Volume included: 4 bank accounts · 4 credit cards · 300 transactions a month · 25 vendor bills · 15 customer invoices
Best for: Seed-stage and funded companies that need a finance function, not just a bookkeeper.
SCALE
From $2,995 / month
✓ Fractional Controller oversight
✓ Accrual accounting support
✓ Advanced monthly close
✓ Management reporting package
✓ Cash runway analysis
✓ Department and project-level reporting
✓ Monthly financial KPI reporting
✓ Payroll and benefits finance oversight
✓ Cap table and Carta coordination
✓ Investor reporting support
✓ Audit and tax preparation coordination
✓ Finance process and controls design
✓ Monthly Controller meeting
Best for: Seed through Series A companies getting ready to scale or raise.
- Add-ons
Need something more?
Add only the pieces your company actually needs. Every add-on can be attached to any plan.
Accounts Payable Management — From +$250 / month
Vendor bills, payment scheduling and AP tracking.
Accounts Receivable Management — From +$250 / month
Customer invoicing, payment tracking and collections follow-up.
Payroll Administration — From +$250 / month
Payroll processing support, reconciliations and related administration.
1099 and Year-End Contractor Reporting — From $500 / year
1099 preparation and filing support.
Sales Tax Compliance — Custom pricing
Priced by the states you file in and your filing frequency.
Financial Model and Forecast — From $1,500 / project
Revenue, expense, hiring, cash and runway projections.
Fundraising Finance Support — Custom pricing
Investor financials, data room preparation, models and diligence support.
Historical Bookkeeping Cleanup — From $750 / project
Catch-up bookkeeping, reconciliations and historical cleanup.
Fractional CFO Advisory — Custom pricing
Strategic finance, board reporting, scenario planning and executive guidance.
- Comparison table
Compare plans side by side
Not sure which plan fits?
Tell us your stage, roughly how many transactions you run a month, and what is currently breaking. We will point you at the right level of support — including telling you if you do not need us yet.