Strategic Financial Solutions for Mid Market Leaders
Financial Clarity That Builds Business Value
Your multi-million dollar operation demands financial intelligence that goes beyond basic bookkeeping.
Our services are designed specifically for businesses generating $3-25M in revenue annually who need sophisticated financial guidance that drives valuation and positions you for strategic growth. We translate numbers into strategic advantages. Your business deserves more than backward-looking reports – it needs forward-thinking financial intelligence that drives valuation and positions you for your next phase of growth.
Tailored Financial Partnerships Packages
PREMIUM
STARTING AT $3,500/MONTH
For complex mid-market operations requiring comprehensive financial leadership.
- Unlimited transaction accounts
- Complex entity structure support
- Daily transaction monitoring
- Multi-entity management with consolidated reporting
- Custom valuation-focused metrics and dashboards
- Advanced scenario planning for strategic decisions
- Quarterly business value assessments
- Monthly 90-minute strategic reviews
- Dedicated financial team with emergency support access
Requirements: Same as previous tiers
Onboarding: One time fee equal to monthly rate
Complex operations demand premium financial intelligence. Schedule a call to see how our Premium solutions elevate your strategic position.
PROFESSIONAL
STARTING AT $2,000/MONTH
For growing mid-market companies leveraging financial data for competitive advantage.
- Up to 8 transaction accounts
- Up to 5 loans/credit facilities
- Weekly transaction processing with exception reporting
- Custom financial tracking tailored to your business model
- Project/division profitability analysis
- Weekly cash position reporting
- Monthly in-depth financial review sessions
- Weekly status updates on key financial deliverables
- Priority support response
Requirements: Same as Essential tier
Onboarding: One time fee equal to monthly rate
Stop wondering if you’re missing financial opportunities. Book your Professional package consultation and uncover your hidden business value.
ESSENTIALS
STARTING AT $1,000/MONTH
For businesses seeking reliable financial foundations.
- Up to 5 transaction accounts
- Up to 3 loans/credit facilities
- Monthly reconciliation and reporting
- Monthly financial statements with industry-specific context
- Quarterly financial strategy calls with actionable insights
- Basic cash flow monitoring aligned with growth objectives
- Banking relationship management and compliance support
Requirements: Same as previous tiers
Onboarding: One time fee equal to monthly rate
Ready for financial clarity that actually drives decisions? Let’s discuss how the Essential package transforms your numbers into strategic assets.
Additional Strategic Services
PRICES VARY
- Historical Clean-Up Services (Starting at $2,500) – Full balance sheet reconciliation and financial reconstruction
- Payroll Management (From $250/month) – For businesses with up to 20 employees
- Specialized Banking & Reporting – Custom covenant compliance and banking relationship support
- Month End Close Enhancement – Advanced procedures for audit ready financials
Need specialized financial solutions? Let’s identify the exact services that will maximize your business value and streamline operations
