FREE 1on1 cfo consultation SESSION - grab now
Real-time data ingestion, categorization, and generation of Income Statement and Balance Sheet
One-click reconciliation
In-app commenting and collaboration with your dedicated CPA and CSM
Up to 3 seats included
On-demand access to a fractional CFO via asynchronous channels
Monthly a half-hour meeting credit with your dedicated fractional CFO
Quarterly + yearly financial review report with actionable recommendations
Early access to upcoming beta features
Real-time data ingestion, categorization, and generation of Income Statement and Balance Sheet
One-click reconciliation
In-app commenting and collaboration with your dedicated CPA and CSM
Up to 5 seats included
On-demand access to a fractional CFO via asynchronous channels
Monthly a half-hour meeting credit with your dedicated fractional CFO
Quarterly + yearly financial review report with actionable recommendations
Early access to upcoming beta features
Annual federal business income tax return prep ready for filing
State income tax prep (resident state) ready for filing
Form 1099-NEC vendor spending preparation
CPA review
Tax filing (Service provided via partnering tax accountants.)
Best for companies who need accrual/GAAP accepted book.
/mo
Real-time data ingestion, categorization, and generation of Income Statement and Balance Sheet
One-click reconciliation
In-app commenting and collaboration with your dedicated CPA and CSM
Up to 3 seats included
On-demand access to a fractional CFO via asynchronous channels
Monthly a half-hour meeting credit with your dedicated fractional CFO
Quarterly + yearly financial review report with actionable recommendations
Early access to upcoming beta features
Best value
Best for companies who need access to a fractional CFO.
/mo
Real-time data ingestion, categorization, and generation of Income Statement and Balance Sheet
One-click reconciliation
In-app commenting and collaboration with your dedicated CPA and CSM
Up to 5 seats included
On-demand access to a fractional CFO via asynchronous channels
Monthly a half-hour meeting credit with your dedicated fractional CFO
Quarterly + yearly financial review report with actionable recommendations
Early access to upcoming beta features
Annual federal business income tax return prep ready for filing
State income tax prep (resident state) ready for filing
Form 1099-NEC vendor spending preparation
CPA review
Tax filing (Service provided via partnering tax accountants.)
