| Accounting | Accounting + Controller | Accounting + CFO | ||||||
|---|---|---|---|---|---|---|---|---|
| Starts at: | $1,103/mo | $2,999/mo | $3,937/mo | |||||
| Potential Closed Books: | 20th Calendar Day | 15th Calendar Day | 15th Calendar Day | |||||
| Monthly Close Packet: P&L, Balance Sheet, Cash Flow Statement | ✅ | ✅ | ✅ | |||||
| Software Licensing (A2X, QBO, Xero) | ✅ | ✅ | ✅ | |||||
| Real Time Financials (Custom Dashboard) | ❌ | ✅ | ✅ | |||||
| Slack Channel | ❌ | ✅ | ✅ | |||||
| Reconciliations | Monthly | Weekly | Weekly | |||||
Monthly Financial Review | Recorded Video or Zoom (Additional Fee) | 60 min Zoom | 60 min Zoom | |||||
| Cash Flow Forecasting | ❌ | 13 week | All Relevant | |||||
| P&L Monitoring | ❌ | ✅ | ✅ | |||||
| COGS & Inventory Process Guidance | ❌ | ✅ | ✅ | |||||
| KPI Dashboard | ❌ | ✅ | ✅ | |||||
| Cash Flow Management | ❌ | ❌ | ✅ | |||||
| FP&A Visibility | ❌ | ❌ | 1-3 Years | |||||
| Growth Strategy | ❌ | ❌ | ✅ | |||||
| Financial Modeling | ❌ | ❌ | ✅ | |||||
| Strategic Financial Advice | ❌ | ❌ | ✅ | |||||
| Risk Management | ❌ | ❌ | ✅ | |||||
| Payroll Management | ❌ | ❌ | ❌ | |||||
| Sales Tax Management | separate billing | |||||||
| AP Management | separate billing | |||||||
| Accounting Cleanups | separate billing | |||||||
| Tax Preparation | separate billing | |||||||
| Tax Strategy & Planning | separate billing | |||||||