Foundation Package

Every business starts somewhere. At this stage, you don’t need a huge finance department — you just need your numbers to make sense and someone reliable looking after them.

The Foundation Package gives you exactly that. Your books are organised, your accounts reconciled, and your finances available whenever you need them. Plus, you get access to the same financial expertise and Fractional CFO services that our Premium Package clients receive — giving you strategic insights and guidance from day one.

You’ll also have direct access to your bookkeeper, so when something doesn’t make sense, there’s always someone you can ask.

Growth Package

Every business has moments where things start to click — more clients, more ideas, more possibilities. Maybe you’re expanding a service, exploring a new market, or turning a hobby into something bigger. Growth is about helping you navigate that momentum with clarity and confidence.

With a visual dashboard, your finances are no longer a mystery — you can see exactly where your business stands and where it could go next. And with direct access to your dedicated bookkeeper, it’s like having a CFO in your pocket, ready to answer questions, guide your decisions, and keep your business moving forward without stress.

Your package includes monthly bank and credit card reconciliations, management-ready financial reports, secure access to a client portal for documents and communication, and fast, reliable support with direct access to your dedicated bookkeeper and a one-business-day response time.

Scale Package

As your business expands, complexity grows — more clients, bigger decisions, and higher stakes. Scale helps you see the full picture, act confidently, and make decisions that drive growth forward.

Your visual financial dashboard keeps everything at your fingertips, while your dedicated bookkeeper provides ongoing advice and strategic insights. It’s like having a CFO ready to guide your business at all times.

This package includes complete monthly bookkeeping, detailed financial reports, secure document management, and priority support — giving you the same benefits as Growth, but built to handle the demands of a growing, more complex business. You stay in control, make smarter decisions, and never miss a critical warning sign.

Strategic Package

At this stage, every decision matters. You’ve built momentum, grown your operations, and now the stakes are higher. Strategic is about giving you complete clarity and control without the cost of a full-time finance team.

Your numbers are always organised, your reports are ready when you need them, and with a visual dashboard, you can see the full picture of your business at a glance. And with direct access to your dedicated bookkeeper, it’s like having a CFO in your pocket — guiding your decisions, helping you spot opportunities, and keeping your finances running smoothly while you focus on growing your business.

This package covers up to 200 transactions per month, complete bookkeeping and financial management, advanced monthly financial reporting, business performance insights, secure client portal access, and priority communication with your dedicated bookkeeper, all with the support and expertise you need to act confidently and strategically.