Vertical Financials
Financial Clarity for Growing Businesses
Compliant
Foundational bookkeeping
$600/mostarting
- Books closed by the 15th of the month
- P&L, Balance Sheet, Cash Flow (system-generated)
- All accounts reconciled
- CPA-ready books
- 4 bank/CC accounts, 200 transactions
Informed
Bookkeeping + visibility
$1,200/mostarting
- Books closed by the 10th of the month
- Everything in Compliant
- Monthly review pack
- 60-minute review meeting
- KPI scorecard, action items tracked
- 5 bank/CC accounts, 400 transactions
Add-on
Advisory / CFO Layer
Stacks on top of Informed
Cash Management
13-week rolling cash flow forecast
$750/mo
Profitability & Planning
by channel, by product, and more
$750/mo
Strategic Decision Model
one-off decision support (hire, price change, new product line)
$1,500/decision
Other Add-Ons
Available on either tier
AP Management
$400/mobill pay, up to 50 bills/mo
AR Management
$400/mofollow-up, reminders, tracking, weekly AR aging, up to 50 invoices/mo
Inventory & COGS
$400/moPO matching, landed cost, inventory rec (Amazon, 3PL)
Consolidated Reporting
$250/morolled-up reporting across entities
Additional Entity
60% of tierfull second entity on the same tier
Onboarding & Projects
One-time fees, not monthly
| Service | Description | Price |
|---|---|---|
| Standard Onboarding | new client setup | 1× monthly fee |
| Catch-Up | books behind, per month behind | 50% × months behind |
| Cleanup Diagnostic | books exist but aren't reliable, credited toward continuation | from $1,500 |
| Systems Implementation | new chart of accounts, software setup or migration | from $750 |