Compare Services
What level of financial support does your business need?
Start with the responsibility you want supported—not simply a list of accounting tasks.
Side-by-Side
Compare the level of responsibility.
| Capability | Essential | Full-Service | Advanced | Controller | CFO |
|---|---|---|---|---|---|
| Bookkeeping & GL | ✓ | ✓ | ✓ | Oversight | — |
| Reconciliations | ✓ | ✓ | ✓ | Oversight | — |
| Month-End Close | Basic | ✓ | Advanced | Oversight | — |
| Financial Statements | ✓ | ✓ | ✓ | Review | Uses |
| Management Reporting | — | Basic | ✓ | ✓ | Strategic |
| Budget vs. Actual | — | ✓ | ✓ | ✓ | ✓ |
| Controls & Processes | — | Basic | ✓ | ✓ | — |
| Accounting Oversight | — | — | Limited | ✓ | — |
| Forecasting | — | — | Limited | Support | ✓ |
| Cash-Flow Planning | — | Monitoring | Analysis | Analysis | ✓ |
| Financial Modeling | — | — | Project | Support | ✓ |
| Strategic Planning | — | — | — | Support | ✓ |
| Starting Price | $1K/mo | $2K/mo | $3K/mo | $5K/mo | $10K/mo |
This comparison is a general guide. Final scope depends on business complexity, transaction volume, reporting requirements, internal resources, and the responsibilities included in the engagement.
Start Here
Which statement sounds most like your business?
The Difference
Accounting keeps the numbers right. Advisory helps you use them.
Still Not Sure?
That's what the consultation is for.
We'll discuss your business, current financial function, and the responsibilities you need supported.