Essential business services built for your business

Early Growth plans are priced to give you everything you need, when you need it most, to run your business with confidence. We’ll work with you to find the solution and price that fits your business.

Lite

For pre-revenue companies that are just getting started

  • Dedicated finance expert
  • Accrual basis accounting
  • AP/AR and bookkeeping services
  • Monthly financial statements and reconciliation

Pro

For established and growth-minded businesses

  • Dedicated controller expert
  • Budget vs actual reporting
  • Board deck and presentation services
  • Financial modeling

Custom

Advanced support for complex, dynamic companies

  • Includes everything in Pro package plus consolidated reporting, revenue recognition and more
  • 5 year business plan and model
  • Monthly or quarterly investor updates

Payroll

For pre-revenue, established and growth-minded businesses

  • Tax compliance
  • Employee Payroll Updates
  • Payroll Processing
  • Payroll setup
  • Payroll state registration

Pro

For pre-revenue, established and growth-minded businesses

  • Includes everything in the Payroll package plus dedicated HRBP partnership and services
  • HR Compliance, Risk Mitigation and Best Practices
  • Company policies
  • Employee onboarding and offboarding
  • Employee relations and support
  • Benefits set up and administration

Lite

For pre-revenue companies that are just getting started

  • General liability
  • EPLI coverage
  • Errors and omissions coverage

Full

For established and growth-minded businesses

  • Everything in Lite plus additional coverage
  • Directors and officers insurance
  • Cyber liability insurance

Safe

Advanced support for complex, dynamic companies

  • Includes everything in Full package plus additional coverage and services
  • Consulting with insurance experts
  • Insurance tailored to your company’s needs

Blog

Get expert advice on every topic you need as a small business owner, from the ideation stage to your eventual exit. Our articles, quick tips, infographics and how-to guides can offer entrepreneurs the most up-to-date information they need to flourish.

Accounting

February 15, 2024 | 4-minute (756 words)

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