| Accounting | Accounting + Controller | Accounting + CFO | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Starts at: | $1,347/mo | $3,059/mo | $4,297/mo | ||||||
| Monthly Close Packet | ✅ | ✅ | ✅ | ||||||
| Books closed by: | 15th Business Day | 7th Business Day | 7th Business Day | ||||||
| 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 | ❌ | ✅ | ✅ | ||||||
| COGS & Inventory Process Guidance | ❌ | ✅ | ✅ | ||||||
| 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 | ||||||||
