OUR SERVICES
The finance function your business needs — without the overhead.
Three tiers of service, built to match where your business is today and scale as you grow. Every engagement is powered by automation and backed by senior-level financial expertise.
OUR SERVICES
Choose the right level of support.
Foundation
Get your financial house in order
Monthly bookkeeping & reconciliation
Standard financial statements — P&L, Balance Sheet, Cash Flow
Payroll processing & compliance
Basic financial reporting dashboard
Monthly review call with your CHM advisor
Ideal for: Established small businesses ready to get organized
MOST POPULAR
Momentum
Real-time visibility & proactive management
Everything in Foundation
Live financial dashboard — real-time P&L, cash, and KPIs
Automated AP/AR workflows & payment processing
Cash flow monitoring with proactive alerts
Quarterly strategic financial review
Ideal for: Growing businesses ready for a true finance partner
Apex
A full finance function, without the full-time cost
Everything in Momentum
Fractional CFO services & executive-level guidance
Budget development & financial forecasting
KPI tracking & monthly financial narrative
Growth planning, scenario modeling & strategic advisory
Priority access and dedicated response
Ideal for: Businesses scaling fast and thinking about the future
Transparent, retainer-based pricing
Every engagement is a fixed monthly retainer — no hourly billing surprises, no hidden fees. Pricing is scoped to your business during your Clarity Call.