FIND THE SUPPORT THAT FITS
Start with the financial help your business needs now
Every business does not need the same level of financial support.
Some businesses need a clear assessment of where their financial systems currently stand. Others need accurate books and a reliable monthly close. Growing companies may need controller-level oversight, while businesses facing larger decisions may need an ongoing CFO partnership.
Neat Financial Services meets your business at its current stage and provides a clear path to deeper financial support as your needs become more complex.
01 • BUILD
Accounting Foundations
For owners who want accurate, up-to-date books they can rely on every month.
From $850/month
✓ Transactions categorized and accounts reconciled
✓ Clear monthly profit & loss and balance sheet reports
✓ A careful review for missing, duplicate, or unusual activity
✓ Email support for bookkeeping questions
Base scope: one entity, QBO, up to 150 monthly transactions and four financial accounts.
02 • DIAGNOSE
Financial Diagnostic
For owners who know something is off but need help finding the real problem and deciding what to fix first.
$1,500 one time
✓ A focused review of your books, reports, cash flow, and financial processes
✓ Written findings and prioritized action plan
✓ 90-minute findings meeting
✓ Ongoing-support recommendation, if needed
03 • CONTROL
Controller Partnership
For businesses that have outgrown basic bookkeeping and need stronger financial control.
$2,800/month
✓ Reliable month-end books and reports leadership can trust
✓ A clearer view of cash, the budget, and what needs attention
✓ A practical look at the numbers that drive profit
✓ Two leadership meetings per month
04 • LEAD
CFO Partnership
For owners who want an experienced financial partner to help plan ahead and make bigger decisions.
$5,000/month
✓ A realistic budget, forward-looking forecast, and regular plan-versus-actual review
✓ What-if analysis for important business decisions
✓ Guidance around cash, profit margins, hiring, and spending
✓ An ongoing financial thought partner for ownership
CHOOSE BY THE PROBLEM YOU NEED TO SOLVE
The right service should feel obvious
Start with Accounting Foundations.
Start with the Financial Diagnostic.
Choose the Controller Partnership.
Choose the CFO Partnership.
No vague bundles. No surprise scope.
Every proposal defines the entities, transaction volume, accounts, reporting, meetings, response times, and work included. Cleanup, payroll, AP/AR, sales tax, inventory, tax preparation, and complex projects are quoted separately when needed.
Schedule a Free 20-Minute Fit Call