Finance & Accounting
Reliable accounting, disciplined monthly close, accurate financial statements, and the cash-flow visibility that supports every business decision.
Who This Is For
Finance & Accounting is designed for companies at any stage that need clean books, accurate reporting, and a financial infrastructure they can trust — whether they are starting from scratch or cleaning up an accounting function that never got proper attention.
Starting at $2,500/mo depending on entity complexity, transaction volume, and scope.
Common Client Problems
The books are months behind and the financial statements are unreliable.
There is no clear picture of cash position or what decisions it can support.
The accounting structure is inconsistent and makes reporting difficult.
Month-end close takes weeks and produces numbers leadership does not trust.
There is no accounting oversight — just a bookkeeper with no senior review.
What Is Included
A disciplined monthly close process that produces timely, accurate P&L, Balance Sheet, and Cash Flow statements — giving management a reliable view of the business every period.
Structured oversight of the full accounting function, including reconciliations, general ledger management, and coordination with existing bookkeepers and tax CPAs.
Current and forward-looking cash-flow visibility so leadership always knows where cash stands, what obligations are coming, and what decisions the current position supports.
A properly organized chart of accounts and accounting structure that makes reporting clean, consistent, and useful for management decisions.
Accounts receivable and payable oversight to ensure cash is collected on time, obligations are tracked, and payment timing is managed strategically.
Clean, organized financial records prepared to CPA standards — ready for tax filing, audit support, or any external professional review.
Selection, setup, or cleanup of accounting software (QuickBooks, Xero, or equivalent) to ensure the system reflects the business structure correctly.
A rolling short-term cash forecast that gives management early visibility into upcoming pressure points, timing gaps, and funding needs.
Pricing & Engagement
Pricing depends on entity complexity, monthly transaction volume, accounting software setup, and the scope of reporting and oversight required.
Common Questions
A bookkeeper records transactions. Finance & Accounting at Standard & Scale includes senior oversight, structured close processes, management-grade financial statements, cash visibility, and the accounting infrastructure a growing company actually needs. We also coordinate with your tax CPA.
Yes. We frequently work alongside existing providers. Our role may include improving reporting quality, building close processes, reviewing work, and coordinating with your existing CPA for tax purposes.
Yes. Finance & Accounting is the foundation — once reporting is reliable and the close process is disciplined, many clients expand into dashboards, forecasting, and strategic guidance as part of the Operations & Strategy engagement.
Most relationships begin with the free Company Readiness Assessment and an introductory call. Depending on scope and complexity, the next step may be a diagnostic engagement or a recurring finance engagement that starts immediately.
Get Started
Understand where your company stands financially and what needs to be built — in 10–15 minutes.