Monthly Subscription Packages

Launch

Rise

Thrive

Services Starting at $999 per month Starting at $1499 per month Starting at $2499 per month
Monthly Bookeeping (Accrual Basis) 25th of the following Month 15th of the following Month 10th of the following Month
Dedicated Account Financial Expert Bookkeeper Controller vCFO
SaaS Revenue Recongnition
Sales Tax Compliance
Monthly Reporting Package Basic Enhanced Custom
Monthly Financials Review Loom Video Zoom Meeting Zoom Meeting
Cash Flow Projections 12 Months 3 - 5 years
Rolling Financial Forecast 12 Months 3 - 5 years
KPI Metrics & Benchmarks
What-If & Break-Even Scenarios Up to 3 cases/month
Quarterly Trend Analysis
Annnual Budget Setup
Annual Financial Technology Stack Review
Departments and Classes Tracking
Multiple Currencies
TECH STACK
Xero/QBO
Stripe
Fathom
Liscio Customer Portal
ADD-ONS (PRICED SEPERATELY)
Customer Billing/Collections
Vendor Bill Pay/Expense Reports (Bill.com/Divvy)
Payroll/People Advisory (Gusto or Rippling)
R&D Tax Credit
Tax Compliance & Planning

Not Sure which solution is right for you?

 

ADDITIONAL SERVICES

Startup DIY

Starting at $999 (one time fee)

  • icons8-done Xero/QuickBooks Online (QBO) Setup
  • icons8-done Initial training and 3 follow up sessions
  • icons8-done Finance Apps integrations with QBO/Xero (optional)
  • icons8-done Payroll Setup (Optional)
  • icons8-done Legal Entities Setup (Optional)
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ON DEMAND

Price available upon request

  • icons8-done Financial Audit Support
  • icons8-done Accounting Systems Integration
  • icons8-done Accounting Processes Automation
  • icons8-done Historical Data Clean-Up
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