Solution Packages

We are an extension of each client’s team and offer a range of solutions to meet your unique needs. Below are our standard packages that can be custom-tailored to provide the support that you need.

For startup founders, every decision counts. Our Startup Package includes critical resources to support the creation of business plans, financial forecasting, and what-if scenarios. Additionally, we create customized reports that are oftentimes required by bankers and investors.

Unlike corporations, small and medium-sized businesses can’t always afford a full-time Financial Controller. These are professionals who handle internal controls, compliance, and financial reporting. Through our Fractional Financial Controller Package, we offer:

Timely financial reports
Monitoring of internal controls and strengthening of processes to reduce mistakes and fraud
Financial audit preparation and representation
Budget preparation
Accounting staff supervision

For established businesses seeking to scale and grow their operations, this package provides the support of a Chief Financial Officer at a fraction of what a full-time executive would cost. We will oversee the entirety of your financial operations; help you execute strategies that elevate your company’s growth and will also help to identify areas of weakness in your business while determining actionable steps toward improvement.

We invite you to schedule a free strategy session today. During our discussion, we hope to inspire ideas that drive your company’s success.

Services	Start-up	Transactional	Virtual Financial Controller	Virtual CFO
Start-up Business Plan	✔	✘	✘	✘
Business Models	✔	✘	✘	✔
Strategic Business Planning	✘	✘	✘	✔
Financial Forecasting	✔	✘	✘	✔
Annual Budget Creation	✘	✘	✔	✔
Month-end Close	✘	✔	✔	✔
Management Reports and KPIs	✘	✘	✔	✔
Annual Financial Statements	✘	✔	✔	✔
Audit Preparation & Representation	✘	✘	✔	✔
Financial Planning & Analysis	✘	✘	✘	✔
Profit Analysis and Improvement	✘	✘	✘	✔
Customized Reporting	✘	✘	✘	✔
Scheduled Meetings	✘	✘	2 x month	4 x month
Online Support	✔	✔	✔	✔
Team Performance Management	✘	✘	✔	✔

Add-ons
Invoicing Customers and Collections	✘	Optional	Optional	Optional
Payroll Management	✘	Optional	Optional	Optional
Cashflow Management	✘	Optional	Optional	Optional
Accounts Payables	✘	Optional	Optional	Optional
Sales and Basic Business Tax Returns	✘	Optional	Optional	Optional
Accounting Policies&Procedures	✘	Optional	Optional	Optional
Accounting System Implementation	✘	Optional	Optional	Optional
Automation of Accounting Processes	✘	Optional	Optional	Optional
Internal Controls Review	✘	Optional	Optional	Optional

Contact us for pricing

Solution Packages

Other Outsourced Solutions

Here’s how to get started

Contact us through our contact form or book a virtual consultation. Here, we can learn about your business, build an understanding of your goals, and discuss your current challenges.

From there, we agree on the work scope and other terms of engagement, then sign the contract.

That’s it! You can now focus on revenue-generating activities while watching your business thrive!

After establishing a clear, mutual understanding of your needs, we send you a proposal to outline the services we recommend along with the estimated price.

The onboarding process then begins where we first orient ourselves with your processes, systems, and past financial reports.