SERVICES

One standard: exceptional. Three tiers of depth.

Every tier is powered by the same AI automation layer and delivered by the same Big-4 trained team. The difference is scope, not quality.

Monthly Close

Automated bookkeeping through close

Starting at

$5K/mo

For teams that need reliable, fast monthly closes with real-time visibility into their financial position. We handle the entire general ledger, on-chain reconciliation, and compliance.

  • 1-2 day monthly close cycle
  • General ledger management
  • On-chain transaction reconciliation
  • Exchange & wallet balance verification
  • Basic compliance & regulatory filings
  • Live CEO dashboard with key metrics
  • Dedicated Slack/Telegram channel

Ideal for: Pre-Series A startups, DAOs, and protocols with straightforward financial operations.

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Most Popular

Full CFO

Monthly close through annual reporting

Starting at

$10K/mo

Everything in Monthly Close plus full quarterly reporting, annual financial statements, audit support, and tax coordination. The complete financial operating system.

  • Everything in Monthly Close
  • 5-day quarterly financial reporting
  • 7-10 day annual close & financial statements
  • Audit support & PBC preparation
  • Tax coordination (K-1s, extensions, returns)
  • Board deck & investor materials
  • Token vesting & compensation tracking
  • Multi-entity consolidation

Ideal for: Series A-B companies, crypto funds, and multi-entity structures needing full-service CFO operations.

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Strategic CFO

Full CFO through high-stakes advisory

Starting at

$18K/mo

Everything in Full CFO plus strategic advisory for regulatory navigation, M&A transactions, fundraising, and investor relations. For when the stakes are highest.

  • Everything in Full CFO
  • Regulatory advisory & standard-shaping
  • M&A transaction support & due diligence
  • Fundraising financial modeling
  • Investor relations & LP communications
  • Custom valuation frameworks (ASC 820/946)
  • Treasury management strategy
  • Crisis response & fire drills

Ideal for: Series B+ companies, large funds, and organizations facing regulatory complexity, M&A, or fundraising.

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DECLINING FEE MODEL

Your fees go down over time. Not up.

Traditional accounting firms have zero incentive to automate your workflows — every hour of manual work is another hour billed. We're built differently.

Our proprietary AI automation means the longer we work together, the less manual effort your account requires. We pass those savings directly to you through fee reductions at each phase milestone.

The result: you get better financial operations at a lower cost over time. Quality improves because the system learns your patterns. Cost decreases because humans handle only what requires judgment.

1

Onboarding

Months 1-3

100%

Heavy involvement. Chart of accounts setup, historical data migration, exchange/wallet integration, first closes. Building the machine.

2

Stabilization

Months 4-6

85-100%

Moderate involvement. Refining automation, training your team on dashboards, optimizing workflows. Machine running, fine-tuning.

3

Cruise

Months 7-12

75-85%

Light oversight. AI handles routine operations, we focus on exceptions and quarterly reviews. You get better output at lower cost.

4

Mature

Months 12+

60-75%

Strategic only. Annual close, fundraise, M&A, audit, tax complexity. The system runs itself — you pay premium only when it matters.

Not sure which tier fits?

Book a discovery call and we'll map your needs to the right engagement level — no commitment required.

Book a Discovery Call