A $199.99 non-refundable initial deposit is available as an option for our Controller and CFO Services. This deposit covers:

• Discovery Call: Discussing your business’s specific financial management needs.
• Service Scope Determination: Outlining the tailored services that fit your business.
• Account Set-up: Establishing accounts and systems for accurate financial tracking.
• Workflow Outline: A custom plan for handling your financial management and oversight.

After payment, you will receive a welcome email with a calendar link to schedule your initial discovery call.

This deposit is optional and provides flexibility if you’d rather not pay for the entire subscription upfront. However, choosing to pay quarterly or annually upfront offers valuable savings that are always available.