Bookkeeping + finance operations, clearly scoped
A finance function built for your next stage.
Published monthly pricing for small and midsized U.S. businesses without an in-house finance team. Choose the level of bookkeeping and finance operations support that matches the work ahead, then use a consultation to tailor the operating rhythm.
Diamond Essentials
- Transaction and cash-flow oversight
- Bookkeeping, AP, and AR coordination
- Reconciliations and month-end close
- Clear monthly reporting
- A documented finance rhythm
Diamond Growth
- Everything in Diamond Essentials
- Payroll support and finance operations coordination
- Budget-to-actual visibility
- Cash-flow forecasting and analysis
- Decision-ready leadership insight
Platinum Controller
- Everything in Diamond Growth
- Controller-level review
- Controls, policies, and procedures
- Reporting, analysis, and practical decision support
- Finance leadership for the next stage
- Published monthly pricing
- Built for small and midsized businesses
- Bookkeeping and finance operations support
- Consultation-tailored scope
Compare finance support levels
Every tier is designed for small and midsized businesses without an in-house finance team; consultation tailors the bookkeeping, finance operations, controls, and decision-support scope to your systems and cadence.
| Features | Diamond Essentials | Diamond Growth | Platinum Controller |
|---|---|---|---|
| Operating foundation | |||
| Bookkeeping, AP, and AR coordination | Included | Included | Included |
| Transaction oversight | Included | Included | Included |
| Month-end close | Included | Included | Included |
| Monthly reporting | Included | Included | Included |
| Planning and insight | |||
| Cash-flow reporting and analysis | Not included | Included | Included |
| Budget-to-actual visibility | Not included | Included | Included |
| Cash-flow forecasting | Not included | Included | Included |
| Controls and leadership | |||
| Controller-level review | Not included | Not included | Included |
| Controls and policies | Not included | Not included | Included |
Published monthly prices are authoritative; consultation tailors the bookkeeping, finance operations, systems, and operating rhythm to your business.
Choose your next step
Match the right level of support to your next stage.
Compare the operating model, service detail, and a conversation with our team.