SaaS · Pre-revenue
Pre-revenue · 2 founders
Just incorporated, <100 monthly transactions, needs clean books from day one.
Services: Bookkeeping (starter)
Scope: None
$550/mo
E-commerce · Cleanup
$1.1M revenue · 6 people
Inherited messy books ~9 months behind; cleanup, then ongoing bookkeeping with inventory.
One-time: $5,800 cleanup
Ongoing: Bookkeeping w/ inventory
$1,450/mo
SaaS · Bookkeeping
$1.4M revenue · 9 people
Wanted a reliable monthly close and clean books before their first board update.
Services: Bookkeeping + monthly close
Scope: None
$1,650/mo
Agency · Operations
$2.6M revenue · 18 people
Replaced scattered tools with a clean stack, documented SOPs, trained the team.
One-time: $9,500 ops project
Ongoing: Operations Monthly
$2,800/mo
Agency · Controller
$2.2M revenue · 14 people
Bookkeeper in place; needed senior review and tighter monthly reporting.
Services: Bookkeeping + Controller
Scope: KPI dashboard
$2,900/mo
Established · CFO only
$2.5M revenue · 12 people
Books are handled. Wanted strategic finance leadership and a real model.
Services: Fractional CFO
Scope: Financial modeling & FP&A
$3,200/mo
SaaS · Controller
$3.5M revenue · 16 people
Monthly close, controller-level oversight, and clean financials for the board.
Services: Controller (books in-house)
Scope: KPI dashboard, structured close
$3,400/mo
Services firm · Controller
$8M revenue · 35 people
Bookkeeping handled internally. Needed senior review, variance commentary, and board-ready financials.
Services: Controller (oversight layer)
Scope: Variance analysis, board pack
$3,800/mo
Startup · Finance stack
$4.2M revenue · 20 people
Outgrew their bookkeeper; needed a full close process with senior oversight.
Services: Bookkeeping + Controller
Scope: Structured close
$4,200/mo
SaaS · CFO + fundraise
$5M revenue · 22 people
Preparing to raise. Strategic finance leadership, board reporting, and a defensible model.
Services: Fractional CFO
Scope: Board reporting, Financial modeling
$5,500/mo
E-commerce · Multi-entity
$9M revenue · 28 people
Two entities and multi-state activity; needed a consolidated close and controls.
Services: Bookkeeping + Controller
Scope: Multi-entity consolidation, multi-state
$6,500/mo
Scale-up · Full finance
$12M revenue · 40 people
Outsourced finance function - books, controller oversight, and a fractional CFO. Ops handled in-house.
Services: Bookkeeping + Controller + Fractional CFO
Scope: Board reporting, KPI dashboard
$9,000/mo