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Accounting Suites

Three Levels of Support. One Seamless Partnership.

Accounting Suites

Three Levels of Support. One Seamless Partnership.

Every business has unique financial needs. That’s why we offer three distinct service tiers — each designed to evolve with your company as it grows in size, complexity, and strategic ambition.

Core Compliance

Starting at $800/month

For startups and small businesses needing dependable accounting fundamentals and clean books.

Includes:

  • Daily bookkeeping and general ledger management
  • Monthly reconciliations (bank and credit accounts)
  • Accounts payable and receivable tracking
  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • Year-end CPA/tax prep package (informational only)
  • Up to 4 hours of monthly advising

Build your financial foundation — reliable, accurate, and ready for growth.

Insight Management

Starting at $2,400/month

For growing businesses ready to use their financial data as a management tool.

Includes:

  • Diagnostic onboarding (throughput, DSO, cashflow evaluation)

  • Cash-flow forecasting (6–12 week rolling visibility)

  • Payroll processing and compliance

    KPI dashboards (basic metrics and gross-margin tracking)

  • Option to upgrade to enhanced analytics and industry benchmarks

  • Workflow dashboard and monthly performance review meeting

Turn data into direction — make informed decisions with confidence.

Vision Advisory

Custom pricing

For established organizations needing controller-level partnership, strategic forecasting, and board-ready insights.

Includes everything in Insight, plus:

  • Strategic diagnostic (QuickBooks review, cashflow, debt, throughput)

  • Accrual-based month-end close and reporting

  • Advanced analytics and departmental reporting

  • Scenario and multi-model forecasting

    2–4 hours of CFO advisory each month

  • Audit and investor due-diligence support

Move beyond accounting — gain foresight, strategy, and leadership.

Book a Consultation

Accounting Suites

Compare Tiers

Feature

Core Compliance

Insight Management

Vision Advisory
Dedicated Accountant

✅

✅

✅
U.S.-Based Oversight

✅

✅

✅
Daily Bookkeeping

✅

✅

✅
Monthly Reconciliation

✅

✅

✅
KPI Dashboard

✅

✅
Cash-Flow Forecasting

✅
Accrual Reporting

✅

✅
CFO Advisory

✅
Custom Workflow Dashboard

✅

✅
Strategic Forecasting

✅
Pricing

Starting at $800/mo

Starting at $2,400/mo

Custom

faqs

Common Questions, Answered Clearly

Who will be working with us, and how are they managed?
You’ll have a U.S.-based Account Manager who oversees your engagement and serves as your primary point of contact. They lead a dedicated global support team that works inside your existing systems and workflows. You don’t have to manage multiple people — your Account Manager ensures quality, alignment, and consistency.
We already have an internal bookkeeper / finance team. Can you work alongside them?

Yes. Many of our clients have internal financial roles. We integrate smoothly into your existing structure — either taking on ongoing workflows, providing financial visibility and reporting support, or supplementing capacity so your internal team can focus on higher-value work.

Our accounting is currently handled in-house and on paper / in spreadsheets. Can you still help?
Yes. We begin by understanding your current processes, then establish digital workflows that maintain accuracy and continuity. The goal is not to disrupt what works — it’s to make your financial operations smoother, more reliable, and easier to manage going forward.
How long does the onboarding process take?

Depending on the complexity of your operation, onboarding can take anywhere from 2 days to 2 weeks. Our team will keep you informed throughout the process, and work quickly to take care of your needs and get you set up for success.

Do we need to switch accounting software or learn a new platform?
No. We work within your existing systems — QuickBooks, Xero, NetSuite, Sage, or custom environments. If improvements are recommended later, we’ll guide that transition thoughtfully, but nothing changes before it makes sense.
How do you maintain confidentiality and data security?
We follow strict internal controls, access permissions, and secure data-handling practices. Your U.S.-based Account Manager oversees all permissions and ensures financial workflows meet compliance standards. Our processes are built to protect your organization’s information at every stage.
What does onboarding look like?
We begin with a light assessment of your current financial workflows to understand how your organization operates today. From there, we establish reporting rhythms, communication channels, and points of responsibility. The transition is structured, and we guide your team through each step — without adding to their workload.