Service Levels
| Price Plans | Insight (Transactional) |
Impact (Controller) |
Scale (CFO) |
|---|---|---|---|
| Typical Client Size | Under 10 Employees | 10-20 Employees | 20+ Employees |
| Service Description | Reactive | Proactive | Strategic |
| Onboarding | 4 Weeks | 6 Weeks | 8 Weeks |
| Month-End Close |  |
|
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| Financial Statements | |
|
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| Scheduled Meetings | Up to 1x/Qtr | Up to 2x/Month | Up to 6x/Month |
| Online Support | Unlimited | Unlimited | Unlimited |
| Financial KPIs | |
|
|
| 12-Month Forecasting | |
|
|
| Revenue Recognition | |
|
|
| Restricted Fund Tracking | |
|
|
| Grant Reporting | |
|
|
| Simple High-Level budgeting | |
|
|
| Detailed multi-department budgeting | |
||
| Department Performance | |
||
| Customized Dept Reports | |
||
| Performance by Project | |
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| Director Meeting | |
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| Team Member Performance | |
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| Resource Planning | |
||
| Bank Relationships | |
||
| Get Started | Get Started | Get Started |
| Additional Services | |||
|---|---|---|---|
| Form 990 Tax Return | Other Bus. Tax Returns | Paying Bills | Invoicing Clients |
| Cash Flow Management | Payroll & Contract Mgmt | Employee Exp Tracking | Grant Budgeting |
Service Levels
| Insight (Transactional) |
|---|
| Typical Client Size Under 10 Employees |
| Service Description Reactive |
| Onboarding 4 Weeks |
| Month-End Close |
| Financial Statements |
| Scheduled Meetings Up to 1x/Qtr |
| Online Support Unlimited |
| Financial KPIs |
| 12-Month Forecasting |
| Revenue Recognition |
| Restricted Fund Tracking |
| Grant Reporting |
| Simple High-Level budgeting |
| Detailed multi-department budgeting |
| Department Performance |
| Customized Dept Reports |
| Performance by Project |
| Director Meeting |
| Team Member Performance |
| Resource Planning |
| Bank Relationships |
| Get Started |
| Impact (Controller) |
|---|
| Typical Client Size 10-20 Employees |
| Service Description Proactive |
| Onboarding 6 Weeks |
| Month-End Close |
| Financial Statements |
| Scheduled Meetings Up to 2x/Month |
| Online Support Unlimited |
| Financial KPIs |
| 12-Month Forecasting |
| Revenue Recognition |
| Restricted Fund Tracking |
| Grant Reporting |
| Simple High-Level budgeting |
| Detailed multi-department budgeting |
| Department Performance |
| Customized Dept Reports |
| Performance by Project |
| Director Meeting |
| Team Member Performance |
| Resource Planning |
| Bank Relationships |
| Get Started |
| Scale (CFO) |
|---|
| Typical Client Size 20+ Employees |
| Service Description Strategic |
| Onboarding 8 Weeks |
| Month-End Close |
| Financial Statements |
| Scheduled Meetings Up to 6x/Month |
| Online Support Unlimited |
| Financial KPIs |
| 12-Month Forecasting |
| Revenue Recognition |
| Restricted Fund Tracking |
| Grant Reporting |
| Simple High-Level budgeting |
| Detailed multi-department budgeting |
| Department Performance |
| Customized Dept Reports |
| Performance by Project |
| Director Meeting |
| Team Member Performance |
| Resource Planning |
| Bank Relationships |
| Get Started |
| Additional Services |
|---|
| Form 990 Tax Return |
| Other Bus. Tax Returns |
| Paying Bills |
| Invoicing Clients |
| Cash Flow Management |
| Payroll & Contract Mgmt |
| Employee Exp Tracking |
| Grant Budgeting |