silver Package
The Silver Package is designed for businesses looking to streamline their financial operations with professional accounting support. As your introduction to the fractional accounting world, this package focuses on the transactional foundation of your business, ensuring accuracy and efficiency in your financial processes.
Our team will handle your company's day-to-day financial transactions, including payments, credit card transactions, customer billing, and revenue recognition—all within your accounting software. Each month, we’ll execute a structured month-end close process and provide financial statements that give you clear insights into your company’s financial health.
Beyond just numbers, we add value by identifying key budget variances, year-over-year trends, and significant financial swings that impact your business. We’ll also conduct a light financial analysis covering vendor payments, accounts receivable turnover, and cash flow forecasting to help you stay ahead. Additionally, we offer payroll processing, including the reimbursement of expenses, to further simplify your operations.
With the Silver Package you gain the execution of the transactions without the commitment of a full-time accounting team.
Gold Package
If you already have an in-house bookkeeper or a seasoned accounting team but need high-level financial strategy to scale your business, the Gold Package is your solution. Our Fractional CFO services provide expert financial leadership without the traditional cost of a full-time CFO, helping you drive growth, increase profitability, and make data-driven decisions.
What We Offer:
Strategic Financial Planning – We provide insights into your company’s business plan, financial strategies, budgeting, and forecasting, ensuring a clear roadmap for success.
KPI Development & Performance Optimization – We establish key performance indicators tailored to your business, with a focus on improving operating margin and long-term growth.
Deep Financial Analysis – By working closely with your existing accounting team, we conduct detailed financial reviews, identifying unusual fluctuations, anomalies, and opportunities for improvement.
Financing & Capital Strategy – Need to apply for funding? We can help you prepare to go to market for debt and equity financing, establish banking and investor relationships, and lead financing negotiations to secure the best terms for your business.
Cost Optimization & Contract Negotiation We analyze and renegotiate major contracts, including health benefits, IT services, and third-party vendors, unlocking strategic savings.
Mergers & Acquisitions Support – Thinking of expanding? We analyze potential acquisitions, develop profitability models, and review your existing portfolio to ensure every investment drives value.
Our goal is to handle the heavy financial lifting by providing the expert guidance and strategic insights you need to stay laser-focused on growing your business. The Gold Package will take your company to the next level.
DIAMOND Package
For businesses that demand seamless financial management and strategic leadership, the Diamond Package is the ultimate solution. This top-tier offering combines the transactional support of the Silver Package with the high-level strategy of the Gold Package, creating maximum efficiency by having one expert team handle both accounting and CFO functions.
Why Choose the Diamond Package?
By integrating both financial operations and strategy, we eliminate delays, reduce errors, and provide real-time insights that drive smarter business decisions. Our approach ensures your company runs like a well-oiled machine—from daily transactions to long-term financial planning.
What’s Included?
Full-Service Accounting & Fractional CFO Support – All Silver & Gold services, including transaction processing, financial statements, budgeting, forecasting, KPI development, and cost optimization.
Year-End Tax Support – We liaise directly with your tax accountant, ensuring seamless 1099 and W-2 filings and reducing tax season stress.
Process & Control Improvements – We conduct a comprehensive review of financial processes, develop formal SOPs (Standard Operating Procedures), and implement stronger internal controls to mitigate risk.
Corporate Structure Optimization – We analyze and propose corporate restructuring opportunities to minimize liability exposure and maximize tax benefits for ownership.
Compensation & Incentive Strategy – We evaluate employee compensation, commission structures, and incentive plans, ensuring a fair, competitive, and motivating approach to attract and retain top talent.
The Best of Both Worlds
The Diamond Package is the crown jewel of fractional financial services—giving you full-spectrum financial management, strategic growth planning, and process optimization in record time. With one expert team handling it all, you’ll achieve unparalleled efficiency, accuracy, and success.
