Two colleagues reviewing printed financial charts at a desk

Built for growing businesses that can’t afford to fly blind.

Your books should show where your business stands, what needs attention and what you can do next.

Start where you are. Climb when you’re ready.

Three plans, one clear step between each. It starts with a PreFlight Check, and we identify the right one in your Flight Brief.

Takeoff

Clean, accurate books, closed on schedule every month.

Best fit

A single business on cash basis, with steady monthly volume and a straightforward set of accounts.

What we handle

  • Monthly bookkeeping
  • Transaction categorization
  • Bank reconciliations
  • Credit card reconciliations
  • Profit & loss statement
  • Balance sheet
  • Open items listed with every close, so you know what we need
  • Email support with responses within two business days

Most common

Climb

Your books, plus the day-to-day financial operations around them.

Best fit

You are paying bills and chasing invoices every week, and you need books on an accrual basis.

Everything in Takeoff, plus

  • Accounts payable and bill pay managed
  • Invoicing, AR and collections visibility
  • Accrual-basis books
  • Cash flow snapshot
  • Expense trend tracking
  • Written monthly summary of what changed and why
  • Monthly check-in call
  • Email support with responses within one business day
  • Process standardization

Cruise

Forecasting, KPIs, and a senior advisor in your corner.

Best fit

You are planning against a forecast and want the numbers that drive the business reviewed with you monthly.

Everything in Climb, plus

  • Cash flow forecasting
  • Budget-to-actual variance
  • KPI tracking against your targets
  • Margin and revenue analysis
  • Monthly advisory review call
  • Process optimization and SOP guidance

Extend any plan

Add what your business actually needs.

Needing something outside the plan does not put you in a different tier. It gets added, priced, and scoped on your PreFlight Check.

  • Payroll oversight
  • Sales tax filing
  • 1099 preparation
  • Additional entity
  • Higher volume or added accounts

Before the monthly plan

Runway Ready

Books that are months or years behind get rebuilt, reconciled, and handed back current. One fixed quote, one cutover date, then straight onto the plan that fits.

  • Tune-Up
  • Overhaul
  • Rebuild

Your whole finance function, at the depth you need it.

We don’t sell fractional CFOs. A CFO sits in your board meetings, owns your banking relationships, and carries your capital strategy. Nobody does that in eight hours a month. What we do staff is the layer underneath, and it’s the layer most growing companies are actually missing.

Handled every month

Runs inside your monthly plan

Bookkeeping

Monthly categorization and reconciliation across every connected account, closed on a date you can put in your calendar.

Included in

All plans

Reporting

Profit & loss, balance sheet, and a written monthly summary that tells you what changed and why.

Included in

All plans

AP & AR

Bills paid on schedule, invoices out on time, and collections visible while there is still time to act.

Starts at

Climb

Budgeting & Forecasting

A rolling cash flow forecast and budget-to-actual variance, so your runway is a number you can see.

Starts at

Cruise

KPIs & Advisory

The handful of numbers that actually run your business, tracked monthly and reviewed with you on a call.

Starts at

Cruise

Live Dashboards & Automation

Your finance stack connected and automated, with current numbers on screen whenever you want to look.

Add-on

Enhanced Vision

When you need it

Larger work, scoped on its own

Cleanup & Catch-up

Books that are months or years behind, rebuilt from source documents, reconciled, and handed back current.

One-time

Runway Ready™

Software Implementation

Moving to QuickBooks Online from Sage, desktop, spreadsheets, or a system you have outgrown. Migrated, reconciled, and tied back to your old books so you can trust the opening balances.

Scoped

Project

Finance Stack Assessment

A look at the tools you run today and what is missing. Ramp, Bill.com, Dext, expense and approval workflow. Then the buildout, if you want it handled.

Scoped

Project

Fractional Accounting Staff

A controller, senior, or staff accountant working on your team. Supervised and reviewed by us, not handed over and left alone.

By the month

Placement

Shared Back Office

The full finance function for multi-entity operators. We have run this for staffing companies carrying payroll across multiple entities.

Scoped

Engagement

“You can do your own books. The question is whether you should.”

Chris Hendrickson

Free · 30 minutes · No obligation · Financial readiness review

Book Your PreFlight Check