From messy books to clear profit, we help staffing, logistics, and service-based businesses gain control of their finances and scale with confidence.
We specialize in operational businesses where cash flow and payroll are critical: - Staffing & recruitment agencies - Logistics & trucking companies - Payment processing / fintech businesses - Real estate &
property management - Growing service-based companies
Flexible support designed for where your business is today—and where it’s going next.
$600–$900/month Ideal for: businesses with under 300 transactions per month Includes: - Monthly bookkeeping - Bank & credit card reconciliation - Up to 300 transactions per month - Basic financial reporting (income statement & balance sheet) - AI-powered transaction categorization & error detection Add-ons: extra transactions billed at $0.50 each
$1,200–$2,500/month Ideal for: businesses with up to 800 transactions per month, needing insights for payroll-heavy or multi- entity operations Includes everything in Foundation, plus: - KPI dashboard & financial insights - Cash flow tracking & reporting - Payroll support (up to 50 payroll entries/month) - Monthly review call with dedicated financial advisor - AI forecasting tools for upcoming expenses and revenue Add-ons: extra transactions billed at $0.40 each; additional payroll entries at $10 per entry
$3,000–$8,000/month Ideal for: businesses with 800+ transactions per month, multi-entity or cross-border operations Includes everything in Growth, plus: - Full fractional CFO services - Budgeting & financial forecasting - 4 Strategic tax planning & optimization - Profit optimization and expense analysis - AI-driven anomaly detection & scenario planning - Priority support & unlimited consultation calls Add-ons: customized based on transaction volume or complexity
