Accounting | Accounting + Controller | Accounting + CFO | |||||||
---|---|---|---|---|---|---|---|---|---|
Starts at: | $1,188/mo | $2,810/mo | $4,463/mo | ||||||
Monthly Close Packet | ✅ | ✅ | ✅ | ||||||
Books closed by: | 2nd week/mo | 1st week/mo | 1st week/mo | ||||||
Reconciliations | monthly | weekly | weekly | ||||||
Monthly Review Meeting | 30min | 60min | 60min+ | ||||||
Software Licensing (A2X, QBO, Xero), up to $250/mo value | ✅ | ✅ | ✅ | ||||||
Cash Flow Forecasting | ❌ | 13 week | All Relevant | ||||||
P&L Monitoring | ❌ | ✅ | ✅ | ||||||
Inventory Management | ❌ | ✅ | ✅ | ||||||
KPI Dashboard | ❌ | ✅ | ✅ | ||||||
Cash Flow Management | ❌ | ❌ | ✅ | ||||||
FP&A visibility | ❌ | ❌ | 1-3 years | ||||||
Growth Strategy | ❌ | ❌ | ✅ | ||||||
Financial Modeling | ❌ | ❌ | ✅ | ||||||
Strategic Financial Advice | ❌ | ❌ | ✅ | ||||||
Risk Management | ❌ | ❌ | ✅ | ||||||
AR/AP management (coming soon!) | ❌ | ❌ | ❌ | ||||||
Payroll Management | ❌ | ❌ | ❌ | ||||||
Sales Tax Management | ❌ | ❌ | ❌ | ||||||
Accounting Cleanups | separate billing | ||||||||
Tax Preparation | separate billing | ||||||||
Tax Strategy & Planning | separate billing | ||||||||