Choose the financial partnership option that scales with your growth

Builder Scaler Market Leader
Reporting Frequency Quarterly / Annual accounting Monthly accounting Monthly accounting
Delivery Timeline By month end Within 20 business days Within 10 business days
Core Periodic Management Reports Balance sheet
Income statement
Comparative balance sheet & income statement
(Monthly & YTD)
FP&A, balance sheet, income statement,
cash flow, ratio analysis
Accounts Management (AR/AP) AR + AP (scheduling, coding, payment) AR + AP (scheduling, coding, payment)
Team Assignment Onboarding specialist + team members Onboarding specialist + dedicated accountant Onboarding specialist + accountant + tax professional
Strategy Sessions 1 per year 2 per year 4 per year
Meeting Format Online Online Online or in-person
Analysis & Narratives Basic reporting only Basic analysis included
Advisory Services Discount 10% discount 15% discount

Pricing varies based on transaction volume, entity complexity and internal accounting resources. We'll provide transparent pricing during your consultation.