| Accounting | Accounting + Controller | ||||||
|---|---|---|---|---|---|---|---|
| Starts at: | $1,397/mo | $2,999/mo | |||||
| Potential Closed Books: | 20th 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 | Daily | Daily | |||||
| Basic | Modified Cash | Accrual | |||||
Monthly Financial Review | Recorded Video or Zoom (Additional Fee) | 60 min Zoom | |||||
| Cash Flow Forecasting | ❌ | 13 week | |||||
| P&L Monitoring | ❌ | ✅ | |||||
| COGS & Inventory Process Guidance | ❌ | ✅ | |||||
| KPI Dashboard | ❌ | ✅ | |||||
| Cash Flow Management | CFO Engagement | CFO Engagement | |||||
| FP&A Visibility | CFO Engagement | CFO Engagement | |||||
| Growth Strategy | CFO Engagement | CFO Engagement | |||||
| Financial Modeling | CFO Engagement | CFO Engagement | |||||
| Strategic Financial Advice | CFO Engagement | CFO Engagement | |||||
| Risk Management | CFO Engagement | CFO Engagement | |||||
| AP Management | separate billing | ||||||
| Accounting Cleanups | separate billing | ||||||
| Tax Preparation | separate billing | ||||||
| Tax Strategy & Planning | separate billing | ||||||