A high-touch financial management package for established businesses ready to scale.
Includes advanced reporting, cash-flow strategy, budgeting, and priority support — your business gets ongoing financial leadership without hiring a full-time CFO.
Ideal for:
Growing companies • Higher-volume operations • Businesses seeking strategy
Includes:
Everything in Standard
Cash-flow & forecasting
Budgeting & planning
Enhanced KPI dashboard
Vendor management
Priority support
Quarterly strategy meetings
A high-touch financial management package for established businesses ready to scale.
Includes advanced reporting, cash-flow strategy, budgeting, and priority support — your business gets ongoing financial leadership without hiring a full-time CFO.
Ideal for:
Growing companies • Higher-volume operations • Businesses seeking strategy
Includes:
Everything in Standard
Cash-flow & forecasting
Budgeting & planning
Enhanced KPI dashboard
Vendor management
Priority support
Quarterly strategy meetings
For: businesses needing guidance + advisory
Volume: up to 250 transactions/month
Included:
Everything in Standard plus:
Cash-flow forecasting
Budgeting & planning
Vendor management
Enhanced KPI reporting
Priority support
Quarterly strategy meeting
