Plans That Evolve With Your Needs
Whether you’re just getting started or scaling up, our customizable plans are designed to support your growth at every stage. Get the financial clarity you need—without paying for what you don’t.
Whether you’re just getting started or scaling up, our customizable plans are designed to support your growth at every stage. Get the financial clarity you need—without paying for what you don’t.
Our plans are built to be lean, efficient, and fully aligned with your goals. You’ll always get expert bookkeeping, a dedicated team, and proactive financial support—so you can focus on growing your impact, not managing spreadsheets.
Growth
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Our fully outsourced accounting service is designed to take the weight off your shoulders while giving you clarity, compliance, and control. Every plan is customized to fit your organization’s specific financial needs—whether you’re a fast-growing nonprofit or a scaling business.
You’ll be supported by a dedicated controller and accounting team who handle everything from daily transactions to monthly reporting. With our hands-on approach and finance expertise, you’ll have the confidence to focus on your core mission while we manage the back office.
Our core accounting services include:
We help you identify and implement the right financial software stack—from bookkeeping to analytics. Whether you’re building your infrastructure or upgrading an existing system, we ensure your tech supports both your current operations and future goals.
Let us set you up with tools that simplify workflows, improve visibility, and scale as you grow.
We’ve clarified your common questions to help you make informed decisions and have a hassle-free experience.
We build pricing around your actual needs—nothing bloated, nothing wasted. Factors like transaction volume, software complexity (e.g., QuickBooks vs. NetSuite), number of entities, reporting frequency, and compliance scope (local vs. global) all play a role. Whether you’re pre-seed or post-Series B, your plan is built to match your financial workflows.
All plans include dedicated accounting support, use of top-tier fintech tools, and accurate reporting.
Our plans are built for flexibility. You can upgrade or scale down at any time based on your business stage, investor expectations, or regional expansion. There are no long-term lock-ins—just services that evolve with your company.
Absolutely. Many of our clients are venture-funded fintechs that need timely, investor-ready reports and board-level insights. We help manage your burn rate, forecast runway, track KPIs, and prep for Series A/B/C rounds without blowing your budget on a full-time CFO.
Yes. If you operate across multiple countries, manage subsidiaries, or require financial consolidation across regions, we provide tailored pricing and services. We work with U.S., UK, Australian, UAE, and India-based fintechs handling cross-border complexities every day.
No hidden fees. We offer free onboarding for most clients, which includes system review, tool migration (if needed), and data clean-up. For more complex integrations (like NetSuite setups or historical catch-up bookkeeping), we provide a detailed quote before we begin.
We work with QuickBooks Online, NetSuite, Xero, Zoho Books, Ramp, Bill.com, Airbase, and more. If you’re using a unique stack or need help selecting the right tools, our team can recommend, implement, and train you on what works best for your growth goals.
Yes. All plans come with on-demand access to your financial data. We use real-time dashboards and cloud-based tools so you can view P&L, cash flow, or runway projections anytime, whether you’re talking to investors or just tracking performance internally.
We offer limited-scope, fixed-fee projects for capital raise support, financial modeling, and due diligence prep. If you don’t need full-time bookkeeping, you can still engage us for short-term strategic finance work when it matters most.
Data security is non-negotiable. We use secure cloud platforms, multi-layer access controls, encryption protocols, and comply with GDPR (UK/EU), SOC2 (US), and other international standards. NDAs are signed upfront, and your data is always yours.
Within 3–5 business days. Once you fill out our discovery form, we’ll schedule a quick call to assess your current setup and finalize your plan. From there, onboarding begins with minimal lift from your end.
We’re more than a vendor—we’re a strategic partner with a fintech-first mindset. Our team blends tech fluency with financial precision. From handling real-time dashboards to prepping investor decks, we work like part of your internal team—but without the overhead.