Starting from $500 / month

Clean, compliant, reconciled books — delivered every month.

• Monthly bank and account reconciliation

• Revenue and expense categorization

• COGS tracking and proper allocation

• Monthly P&L, Balance Sheet, and Cash Flow Statement

• Accounts payable and receivable management

• Audit-ready financial records

• QuickBooks setup and ongoing maintenance

• Email support with defined response time

Best for: Small businesses under $2M in revenue who need reliable, professional-grade books without a full-time hire.

What this tier solves:

Business owners at this level usually know their books are a problem — month-end drags on, reporting is inconsistent, and no one truly owns the financial close. Financial Operations installs real infrastructure: a defined close process, accurate reporting, and a controller who is accountable for the numbers every month.

Starting from $1,200 / month

Financial leadership for operators who are ready for real infrastructure.

• Everything in Financial Operations, plus:

• Month-end close ownership — delivered on a defined timeline

• Internal controls design and implementation

• Financial reporting packages for operators and stakeholders

• 13-week rolling cash flow forecasts

• Tax structure guidance — maximizing allowable deductions

• Budget-to-actual variance analysis

• Direct controller access for questions and financial decisions

Best for: Growing businesses with $2M–$10M in revenue who have outgrown bookkeeping-level support but aren't ready for a full-time controller hire.

What this tier solves:

Operators at this level usually know their books are a problem — month-end drags on, reporting is inconsistent, and no one truly owns the financial close. The Fractional Controller tier installs real financial infrastructure: a defined close process, accurate financials, and a controller who is accountable for the numbers every month.

Pricing based on scope — let's build the right engagement together.

Executive-level financial leadership for operators building something significant

• Everything in Fractional Controller, plus:

• Tax strategy and entity structure optimization

• Growth and expansion planning with financial modeling

• Investor and board-ready reporting packages

• Acquisition analysis and due diligence support

• Financing and capital structure guidance

• Strategic decision support — direct, ongoing access to Jared

Best for: Established businesses preparing for outside investment, acquisition, or significant expansion.

What this tier solves:

When your financial decisions have real stakes — expansion capital, an acquisition, entity restructuring ahead of an exit — you need a financial partner in the room, not just a monthly close. The Strategic CFO tier brings that leadership to operators who are making decisions that will define the next five years of their business.