The Complete Financial Suite
Our premier, end-to-end service — financial management paired with elite CPA strategic advisory.
Full-Service Accounting — complete management of day-to-day bookkeeping, reconciliations, and account maintenance.
Data-Driven Operational Alignment — connecting your daily transaction recording directly to your core internal financial metrics and KPIs.
Dedicated Controller Advisory — ongoing access to a licensed CPA for deep-dive performance reviews and financial data analysis.
Priority Advisory Support — strategic monthly meetings and ongoing email support to answer your toughest financial questions.
Our most comprehensive offering: full-service accounting combined with ongoing strategic CPA advisory, for businesses that want financial management and a trusted advisor in one relationship. Available as a 6- or 12-month engagement with renewal option.
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This package is built as one integrated relationship rather than two separate services running in parallel, with accounting directly connected to strategic advisory. It also includes priority support, which isn't included at the same level in the standalone packages.
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As our most comprehensive offering, this is priced accordingly, quoted during your consultation based on your business's size and needs. Most clients at this stage are comparing the cost to a full internal finance department, where the value gap is significant.
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This runs as a 6 or 12 month engagement with a renewal option, matching the other ongoing packages, though many clients stay on well beyond the initial term.
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No, this package includes full-service accounting from day one, so it works whether you're coming from a messy DIY setup or an existing but overwhelmed internal process.
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It means direct email access for financial questions between your scheduled strategic meetings, rather than waiting for the next monthly call. Most questions get a response within one business day.
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It depends on complexity, not just size. Some smaller businesses with intricate operations benefit more from this level of integration than a larger, simpler one would.