Over the past decade, we’ve helped over 1,000 customers streamline their accounting and finance functions. Our experience has taught us how to identify your pain points so that we can tailor a custom package to meet your needs.
Packages that flex with your stage of growth
Essentials
Establishing a foundation for your day-to-day accounting and finance needs
Typically includes:
- Accounting tech stack
- Bookkeeping
- Payroll
- Corporate taxes
- Financial statements
- Sales taxes
- Government representation
- Dedicated team and support
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per month
Scaling
Enhanced financial support for growing companies
Typically includes:
- Everything in the Essentials Package
- Dedicated controller
- Monthly or quarterly meetings
- Enhanced financial statement review
- Accounts payable and receivables
- Accruals
- Investor, bank and board ready financial statements
- Schedule maintenance: deferred revenue, prepaids, depreciation and more
- Budget vs. actual analysis
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per month
custom
Custom-tailored solutions for companies with complex needs
Typically includes:
- Everything in the Scaling Package
- Custom processes
- Automation and workflow builds
- Faster month-end close
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per month
Trusted by startups, brands, and growing companies like yours
Let’s get building!
We'll start by creating a custom package that works for your business
