Running a business is hard. Managing the financial side shouldn't have to be a second full-time job.

Including but not limited to the following:
Small Business Owner1–20 employees, service-based, generating revenue but overwhelmed by financial and admin tasks.
Growing CompanyYou're scaling fast and need financial infrastructure to match your pace of growth.
Solo Operator or FounderYou do everything yourself and need reliable support so you can focus on clients and revenue.
Compliance-Conscious OwnerYou know compliance matters but don't have the systems or bandwidth to manage it consistently.
StartupsYou're new and you don't know how to establish your platform to offer your unique services.
Any aspirant........
Essential |
Growth |
Full Support |
|---|---|---|
| Monthly bookkeeping coordination | Everything in Essential, plus: | Everything in Growth, plus: |
| Bank reconciliation support | Cash flow monitoring & reporting | Full CFO-level advisory & reporting |
| Income & expense tracking | Budgeting support | Compliance & obligation tracking |
| 1 financial report per month | Back office: client onboarding & CRM | SOP & workflow documentation |
| Tax document collection support | Document collection & e-signature workflow | Loan/financing document prepg |
| Monthly performance review call | Quarterly strategy review | |
| Best for solo operators and early-stage businesses. | Best for growing service businesses with a small team. | Best for scaling businesses that need a complete back-office solution. |