We are here to help you leverage your numbers and manage your finances with confidence. Explore our service offerings below.
We are here to help you leverage your numbers and manage your finances with confidence. Explore our service offerings below.
| Transactional | Controllership | Virtual CFO | |
|---|---|---|---|
| Service Level | Baseline Service Reactive. This service level is defined as a “reactive” approach, where we analyze the client’s financial statements to understand their past performance. | Medium Contact; Greater Interaction with the Client Proactive. Services at this level are designed to initiate consideration of the client’s financial future. | High Contact; Unlimited Service Strategic. At this service level, our focus is on strategizing with the client to target specific financial goals for the future. |
| Company Size | Less than 10 employees. Suitable for smaller companies with fewer than 10 employees seeking a minimalistic approach, as the business owner often handles the finances directly. Our “light touch” approach means our team does a limited amount of oversight. | 10 to 30 employees. Ideal for growing businesses where the distance between the team and company finances increases, necessitating our involvement to bridge the gap. | More than 20 employees. Companies with a leadership team that seeks a financial advocate tend to opt for this service. |
| Meeting Cadence | One monthly meeting. We schedule monthly meetings with transactional clients to discuss traditional accounting actions such as write-up services. | 1 to 2 meetings per month. We meet with clients once or twice a month due to the increased involvement required. | 4 to 6 meetings per month. The intensive nature of this service necessitates frequent meetings, ranging from four to six times a month. |
| Company Annual Revenue | Less than $1 million in annual revenue. This service typically attracts businesses generating less than $1 million a year in revenue. | At least $1 million in annual revenue. While average revenue for this tier is over $2 million, the entry point is set at $1 million. | Over $1.5 million in annual revenue. Clients typically have revenues well over $1.5 million, with the average client generating around $5.5 million annually. |
| Details of Services | Month-end close Financial statements | Month-end close Financial statements Forecasting High-level KPIs | Month-end close Financial statements Forecasting Detailed KPIs Job costing Bank relationships Mergers and acquisitions Profit sharing Unlimited service |
A Few of Our Wonderful Clients!
