The Enterprise Package
Executive-Level Accounting for High-Growth Businesses
The Crossroads: Build an In-House Team or Outsource?
Congratulations on scaling your business to this level. But with significant growth comes complex financial needs.
The Enterprise package is designed for companies that are generating over $2M in gross revenue and are experiencing the unique friction points of rapid scaling:
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High Volume: You work with multiple subcontractors and vendors alongside a large roster of clients.
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Complex Cash Flow: You need frequent, active management of cash flow, accounts receivable (A/R), and accounts payable (A/P).
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The “In-Between” Stage: You are a larger business that needs sophisticated financial management, but you aren’t quite ready to absorb the massive overhead of a full-time, in-house CFO, Controller, and accounting department.
It’s a lot to keep track of, and you can’t afford compliance risks or financial blind spots. Frankly, being in the weeds of your accounting is no longer a profitable use of your time.
Your Full Accounting Department—Without the Overhead
When your business is scaling fast, basic bookkeeping isn’t enough. The Enterprise Package is a fully managed, all-inclusive service designed for companies that need more than just clean books—they need a strategic, reliable financial partner.
We step in as your dedicated, outsourced accounting department, handling day-to-day operations with precision and a deep understanding of your business model. We also collaborate directly with your leadership team, tax preparers, and fractional CFOs so everything flows seamlessly—without you having to play the middleman.
With the Enterprise Package, you get:
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- On-time bill payments and organized vendor management.
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Accurate, timely invoicing to keep cash flowing smoothly.
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Assisted payroll coordination that makes payday stress-free.
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Detailed monthly financial reporting that drives real business decisions.
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Process and workflow consulting to streamline your back office.
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White-labeled communication directly with your team, vendors, and customers.
Built for Established Businesses Ready to Delegate
The Enterprise Package is the perfect fit if you have crossed the foundational threshold and need sophisticated financial oversight. It is specifically designed for businesses navigating multiple locations, large teams, or complex service offerings.
If your business is actively scaling and you have officially outgrown DIY financial management or an under-skilled bookkeeper, we’re here to bring order, strategy, and executive-level confidence to your finances.
The Process: How We Transition Your Books
Handing over your financials can feel daunting, which is why we’ve designed a seamless, stress-free onboarding process that protects your data and minimizes your time commitment.
Step 1: The Discovery & Financial Audit:
We review your current systems, accounting history, and pain points to map out a customized transition plan tailored to your operational workflow.
Step 2: Clean-Up & Tech Integration:
We clean up any historical discrepancies, optimize your chart of accounts, and streamline your software integrations (like payroll and invoicing tools) for peak efficiency.
Step 3: Executive Takeover:
Our team takes the reins of your daily and weekly financial tasks. You step out of the spreadsheets and back into the CEO chair, receiving clear, actionable financial reports every month.
Choose the Right Level of Support
Core
prices starting at- Monthly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Simplified Financial Reports with Visual Dashboard
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (available as add-on)
- Bill Payment Management
- Project-based Accounting (available as add-on)
- Invoice Management
- White-labeled Communication
Enterprise
prices starting at- Weekly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Curated Financial Reports with Visual Dashboards
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (fees included)
- Bill Payment Management
- Project-based Accounting
- Invoice Management
- White-labeled Communication
Elevate
prices starting at- Bi-weekly Precision Bookkeeping
- CPA-Standardized Review
- Secure Client Portal
- Simplified Financial Reports with Visual Dashboard
- Strategic Business Advisory
- 1099 Prep & Annual Tax-Ready Review
- Payroll (fees included)
- Bill Payment Management
- Project-based Accounting (available as add-on)
- Invoice Management
- White-labeled Communication
FAQs
Will I lose access or control of my QuickBooks account?
Never. You retain 100% ownership and master admin access to your QuickBooks Online account and all financial software. We operate as authorized users, meaning you can log in and see your data at any given moment.
Who will my primary point of contact be?
You will be paired with a dedicated Account Manager who understands your industry and business model inside and out. You won’t have to deal with a rotating door of entry-level clerks; you’ll have a consistent, professional partner handling your account.
We already have a fractional CFO and a tax CPA. How do you work with them?
We sit right in the middle, acting as the operational engine. We clean, organize, and package the weekly and monthly data so your CFO has accurate metrics for forecasting and your CPA has a flawless trail for tax strategy. We communicate with them directly so you don’t have to play telephone.
How long does it take to get onboarded?
Depending on the current state of your books, a standard integration takes between 3 to 6 weeks. Our primary goal during this window is to absorb the transition work ourselves so your daily operations face zero disruptions.
Ready for Sophisticated Financial Clarity?