Build A Strong Financial Foundation
Starting at $1,500

Foundation is designed for businesses that need clean books, reliable reporting, and confidence in their financials, without hiring a full-time accountant.

If you're spending too much time trying to understand your numbers, wondering whether your books are accurate, or waiting until tax season to know how your business is performing, Foundation gives you the financial clarity to move forward with confidence.

Included Services

✔ Monthly bookkeeping
✔ Account reconciliations
✔ Monthly financial statements
✔ Written financial analysis
✔ Quarterly strategy calls
✔ Annual strategic review

What This Means For Your Business
Instead of worrying about whether your books are current or your reports are accurate, you'll have consistent financial information that helps you make better business decisions.

You'll know where your business stands every month, not just at the end of the year.

Is Foundation Right For You?
Foundation is ideal if:

• You're still managing much of your bookkeeping yourself.

• You want reliable financial reporting.

• You need better visibility into your business.

• You're preparing for growth but don't need day-to-day financial support yet.

Accurate books are more than a compliance requirement. They're the foundation for better decisions, stronger cash flow, and sustainable growth. Foundation gives you the financial clarity every growing business needs.

Financial Support For Growing Businesses
$4,500 to $6,000 per month

Growth builds on Foundation by adding day-to-day financial operations support.

As your business grows, bookkeeping is no longer the challenge.

Managing invoices, customer payments, vendors, and financial processes becomes the real workload.

That's where Growth comes in.

Included Services:

✔ Everything in Foundation, plus
✔ Light Accounts Receivable
✔ Light Accounts Payable
✔ Monthly Financial Meetings
✔ Process Improvements

What This Means For Your Business
Your financial operations become proactive instead of reactive. Invoices go out consistently, vendor payments stay organized, and routine financial work no longer depends on your time and attention.

You gain an experienced financial operations partner who oversees the financial side of your business, allowing you to spend more time leading your company and less time managing financial processes.

Is Growth Right For You?
Growth is ideal if:

• You're spending too much time managing invoices and vendor payments.

• Your business is growing faster than your internal processes.

• You need ongoing financial support but aren't ready to hire additional staff.

• You want a trusted partner helping manage day-to-day financial operations.

Growth isn't about doing more work. It's about having the right partner managing the financial operations so you can focus on growing the business.

Your Outsourced Financial Operations Department
$8,000 to $12,000+ per month

Strategic is designed for businesses that want to stop managing the financial side of the business entirely.

Instead of coordinating multiple employees or vendors, you gain one trusted partner responsible for the financial work that keeps revenue moving. From invoicing and collections to vendor management, cash flow, reporting, and operational support.

Included Services
✔ Everything in Growth, plus…
✔ Full AR management (follow-ups, collections, issue resolution)
✔ Full AP management (vendor coordination, payments, issue handling)
✔ Weekly cash flow visibility, reporting, ongoing communication, and process improvement

What This Means For Your Business
Your financial operations become organized, proactive, and scalable.

Your leadership team gains the visibility needed to make faster, more confident decisions while spending less time managing day-to-day financial work.

Is Strategic Right For You?
Strategic is ideal if:

• You want to fully outsource your financial operations.

• You need consistent cash flow visibility.

• You're managing multiple employees, locations, or business units.

• You want a long-term financial partner focused on growth.

Stop managing your back office. Start leading your business.

As your business grows, you need a trusted financial operations partner who keeps your business organized, your cash moving, and your leadership team informed. Strategic provides the structure, support, and day-to-day financial operations needed to help your business scale with confidence.

Built for long-term success. Designed to grow with your business.