SKU-22
Idle Capital Yield Diagnostic
$20K · 2 weeks
Treasury sits in stablecoins earning nothing while you debate DeFi risk.
Discuss this projectSERVICES
One audit-grade standard. Three tiers of depth.
Same triage team on every tier — CPA depth, process architecture, and AI-mediated execution. Scope scales; quality does not.
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Three tiers. One standard.
| Features | Tier Monthly CloseAutomated bookkeeping through close $5K/mo (starting) | Most Popular Full CFOMonthly close through annual reporting $10K/mo (starting) | Tier Strategic CFOFull CFO through high-stakes advisory $18K/mo (starting) |
|---|---|---|---|
| Close Cadence | 1–2 day monthly | 1–2 day monthly + 5-day quarterly + annual | Same + regulatory calendar management |
| General Ledger | |||
| On-Chain Recon | |||
| Reporting | Dashboard + basic compliance | + quarterly investor pack + annual statements | + board deck + bespoke executive dashboards |
| Tax Coordination | — | K-1s, extensions, returns | + strategic planning, M&A & cross-border |
| Strategic Advisory | — | — | Regulatory · M&A · fundraising · board support |
| Valuation & Structuring | — | — | ASC 820/FASB digital assets · SPV structuring |
| Access & SLA | — | — | Named lead · priority response · network access |
| Talk to us | Talk to us | Talk to us |
Ideal for: Series A Pre-Revenue · Series A-B Multi-entity · Series B+ & Funds
START SMALL
Fixed-fee projects. Scoped. Delivered. Owned.
Test fit with a surgical SKU — scoped deliverable, fixed timeline, clear owner.
SKU-08
3-Angle Token Recon
$12K · 1 week
On-chain, exchange, and GL never tie — audit finds it first.
Discuss this projectSKU-05
ASC 820 Fair Value Memo
$15K · 2 weeks
Level 3 positions need defensible methodology before year-end.
Discuss this projectSKU-20
CFO Diagnostic
$18K · 2 weeks
Not ready for full engagement — need a scoped read on finance ops gaps.
Discuss this projectDECLINING 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 automation is calibrated to your accounts. Cost decreases because humans handle only what requires judgment.
Indicative ranges — actual terms set in your engagement letter (MSA).
1
100%Onboarding
Months 1-3
Heavy involvement. Chart of accounts setup, historical data migration, exchange/wallet integration, first closes. Building the machine.
2
85-100%Stabilization
Months 4-6
Moderate involvement. Refining automation, training your team on dashboards, optimizing workflows. Machine running, fine-tuning.
3
75-85%Cruise
Months 7-12
Light oversight. AI handles routine operations, we focus on exceptions and quarterly reviews. You get better output at lower cost.
4
60-75%Mature
Months 12+
Strategic only. Annual close, fundraise, M&A, audit, tax complexity. The system runs itself — you pay premium only when it matters.
FOR PORTFOLIO COMPANIES
Startup CFO Services. Investor-ready from day one.
Portfolio companies routinely struggle to provide timely financial data to their investors — triggering audit delays and eroding LP confidence. We fix that at the source.
Monthly Close
Starting at $3K/mo
1-2 day GAAP-compliant close with a real-time financial dashboard. Your investors see clean numbers every month — no chasing, no delays.
- 1-2 day monthly close cycle
- GAAP-compliant financial statements
- Real-time CEO and investor dashboard
- On-chain and bank reconciliation
Most Requested
Audit & Investor Readiness
Included in Full CFO tier
Pre-built audit response packages so year-end never catches you off guard. Confirmation questionnaires, PBC schedules, and auditor liaison — handled before anyone asks.
- Pre-built PBC and audit packages
- Investor confirmation questionnaires
- Year-end close preparation
- Auditor liaison and PBC package delivery
Treasury & Runway Management
Add-on or included in Strategic CFO
Real-time cash tracking, burn rate monitoring, and automated runway projections. Know your numbers before your board asks.
- Real-time cash and burn dashboard
- Automated runway projections
- Multi-account treasury reconciliation
- Board-ready financial summaries
Built for the companies your fund backs
We already serve the fund. Extending that same infrastructure to your portfolio companies means consistent reporting, faster audits, and investors who never have to chase numbers.
Not sure which tier fits?
Book a 30-minute call and we'll map your needs to the right engagement level — no commitment required.
Talk to us