Our Services
Three Ways to
Work With Us
Full-service, accounting only, or just the leadership — every path runs on the same AI-enabled system.
The difference is how much of the stack, and how much CFO-level leadership, you want us to run. (Curious how the system itself works? Discover the Level10 CFO Value Framework)
The Three Paths
P1/ Full-Service
From the ledger to the boardroom, we run it all. Our AI-enabled systems handle the accounting layer — bookkeeping, AP/AR, payroll, tax compliance — and financial planning — budgets, forecasts, reporting, dashboards, analysis — while your dedicated CFO leads on top, turning all of it into the decisions that move revenue, margin, and cash flow. One team, the whole stack, nothing to coordinate between vendors.
Often the right fit for founders ready to hand the whole function off.
P2/ CFO Advisory Only
Already have accounting handled — in-house, or with another provider? You don’t need to replace what’s working, you need leadership on top of it. We plug directly into your existing numbers and provide the strategic layer: board-ready reporting, forecasting oversight, and a seasoned CFO who turns your data into decisions. Same leadership, without taking over your books.
P3/ Accounting Only
This isn’t basic bookkeeping — it’s GAAP-compliant, audit-ready, investor-ready financial accounting. Full monthly close, complete reconciliations, and accrual-based statements built to hold up to a diligence request or an actual audit. If you’ve already got financial leadership in place — or don’t need it yet — we run the accounting layer to that standard, so the books are never the reason a raise stalls or an audit drags.
A natural fit if you’ve already got a CFO in the seat who needs a reliable accounting team underneath them — freeing them up for strategy and value creation.
The Startup Package —
Full-Service, Sized for Day One
For pre-revenue and pre-seed companies, we’ve packaged Full-Service into one
flat rate: $750/month. No hourly billing, no surprises.
- Monthly financial statements — P&L, balance sheet, cash flow
- Full balance sheet reconciliations
- AP and AR management
- Chart of accounts setup and cleanup
- QuickBooks Simple Start subscription and management
- Bill.com subscription
- A month-end close and review meeting with a partner
- One hour of CFO advisory mentorship, every month, one-on-one
What you get out of it
Investor-ready books from day one, a team that scales with you as revenue and complexity grow, and founder hours back to spend on product and customers instead of the close.
The Level10 Engagement Framework
From financial diagnosis to continuous value creation.
01
Qualification & Symptom Identification
We start by understanding the pain or opportunity — whether you need CFO leadership only, accounting only, or full service.
02
Data Readiness Evaluation
Free
A no-cost look at your historical accounting, systems, KPIs, budgets, and forecasts. This is what actually determines your scope and investment — not a rate card.
03
Prioritization, Scope, Budget & Contracts
We agree on what matters most first, then scope the engagement and the investment around it.
04
Foundation
Accounting cleanup, process and system implementation, cash flow forecasts, unit economics analysis, and financial model revisions — the foundation, built properly, before we start optimizing anything.
05
Drive Value on Quarterly Cadence
Every quarter, we’re driving toward the same four outcomes: optimized revenue, maximized margin, improved cash flow, and your peace of mind.
Free Data Readiness Evaluation
Not ready to commit? Start with a free Data Readiness Evaluation.
Before anything else, we take a genuinely free look at your historical accounting, systems, KPIs, budgets, and forecasts — no obligation, no pitch. It’s how we determine what you actually need, and what it should cost — not a one-size-fits-all rate card.
Run on EOS? Think of this as a tune-up for your Data component — the same handful of numbers that should be telling you the truth about your business, done right.
HOW WE MEASURE SUCCESS
The CFO Should Pay for Itself
Whatever way we slice it, if you’re not feeling the value — we’ve failed.
01 /
Optimize Revenue
Pricing strategy, customer acquisition efficiency, and sales-cycle improvements, tracked quarter over quarter.
02 /
Maximize Margin
Savings identified across labor allocation, vendor terms, and overhead, measured against real margin targets.
03 /
Improve Cash Flow
Lower days sales outstanding, a healthier current ratio, and a cash position you can actually plan around.
04 /
Peace of Mind
Hours freed up for you and your team to lead, not chase spreadsheets.
