| Feature | Accounting | Accounting + Controller | Accounting + CFO |
|---|---|---|---|
| Starts at: | $1,103/mo | $2,999/mo | $3,937/mo |
| Potential Closed Books: | 20th Calendar Day | 15th Calendar Day | 15th Calendar Day |
| Monthly Close Packet: P&L, Balance Sheet, Cash Flow Statement | ✅ | ✅ | ✅ |
| Software Licensing (A2X, QBO, Xero) | ✅ | ✅ | ✅ |
| Real Time Financials (Custom Dashboard) | ❌ | ✅ | ✅ |
| Slack Channel | ❌ | ✅ | ✅ |
| Reconciliations | Monthly | Weekly | Weekly |
| Accounting Basis | Modified Cash | Accrual | Accrual |
| Monthly Financial Review | Recorded Video or Zoom (Additional Fee) | 60 min Zoom | 60 min Zoom |
| Cash Flow Forecasting | ❌ | 13 week | All Relevant |
| P&L Monitoring | ❌ | ✅ | ✅ |
| COGS & Inventory Process Guidance | ❌ | ✅ | ✅ |
| KPI Dashboard | ❌ | ✅ | ✅ |
| Cash Flow Management | ❌ | ❌ | ✅ |
| FP&A Visibility | ❌ | ❌ | 1-3 Years |
| Growth Strategy | ❌ | ❌ | ✅ |
| Financial Modeling | ❌ | ❌ | ✅ |
| Strategic Financial Advice | ❌ | ❌ | ✅ |
| Risk Management | ❌ | ❌ | ✅ |
| Payroll Management | ❌ | ❌ | ❌ |
| Sales Tax Management | Separate Billing | ||
| AP Management | Separate Billing | ||
| Accounting Cleanups | Separate Billing | ||
| Tax Preparation | Separate Billing | ||
| Tax Strategy & Planning | Separate Billing | ||
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