Plans built around your stage, not your hours.
Three engagement tiers, one flat monthly retainer. We scope the exact number with you on the first call — so you always know what you're paying, and why.
Foundation
For founders standing up a real finance function for the first time.
- ✓Monthly bookkeeping & close
- ✓Financial statements — P&L, balance sheet, cash flow
- ✓Annual tax filing & compliance
- ✓Dedicated staff accountant
- ✓Scheduled email & support
Growth
For scaling companies that need senior oversight, assurance, and real strategy.
- Everything in Foundation, plus:
- ✓Audit-ready financials & assurance
- ✓Proactive tax planning
- ✓Quarterly business reviews
- ✓Senior advisor access
- ✓Priority support
Executive
For funded, complex operations that need a full finance leadership layer.
- Everything in Growth, plus:
- ✓Fractional CFO & strategic finance
- ✓Financial modeling & forecasting
- ✓Business valuation & 409A support
- ✓Fundraising & M&A advisory
- ✓Dedicated partner & priority everything
Transparent, predictable, and scoped to you.
Flat monthly retainer
A predictable cost billed monthly — never an hourly clock running in the background.
Scoped on your first call
We right-size the plan to your stage and complexity together, then quote one clear number.
Move up as you grow
Step up a tier whenever you're ready — no re-onboarding, no disruption to your books.
Not sure which plan fits? Let's figure it out together.
Tell us your stage and goals — we'll recommend the right tier and the number behind it on a single call.
Plans built around your stage, not your hours.
Three engagement tiers, one flat monthly retainer. We scope the exact number with you on the first call — so you always know what you're paying, and why.
Foundation
For founders standing up a real finance function for the first time.
- ✓Monthly bookkeeping & close
- ✓Financial statements — P&L, balance sheet, cash flow
- ✓Annual tax filing & compliance
- ✓Dedicated staff accountant
- ✓Scheduled email & support
Growth
For scaling companies that need senior oversight, assurance, and real strategy.
- Everything in Foundation, plus:
- ✓Audit-ready financials & assurance
- ✓Proactive tax planning
- ✓Quarterly business reviews
- ✓Senior advisor access
- ✓Priority support
Executive
For funded, complex operations that need a full finance leadership layer.
- Everything in Growth, plus:
- ✓Fractional CFO & strategic finance
- ✓Financial modeling & forecasting
- ✓Business valuation & 409A support
- ✓Fundraising & M&A advisory
- ✓Dedicated partner & priority everything
Transparent, predictable, and scoped to you.
Flat monthly retainer
A predictable cost billed monthly — never an hourly clock running in the background.
Scoped on your first call
We right-size the plan to your stage and complexity together, then quote one clear number.
Move up as you grow
Step up a tier whenever you're ready — no re-onboarding, no disruption to your books.
Not sure which plan fits? Let's figure it out together.
Tell us your stage and goals — we'll recommend the right tier and the number behind it on a single call.