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Our most popular service. This combines core bookkeeping with active monitoring of your capital across various asset classes.
What’s Included:
• Everything in the CPA Bridge.
• Resource Allocation Tracking: Monthly updates to a custom dashboard tracking cash, index funds, and digital asset positions.
• Monthly Video Review: A 5-minute personal walkthrough via OBS analyzing your current financial health.
• Payroll Management: End-to-end technical execution of team compensation.
Pricing: $1,000 – $1,500 / month
The Value: This is "Fractional Controller" territory. We manage the pulse of your capital so you can stay focused on your zone of genius.
Our most popular service. This combines core bookkeeping with active monitoring of your capital across various asset classes.
What’s Included:
• Everything in the CPA Bridge.
• Resource Allocation Tracking: Monthly updates to a custom dashboard tracking cash, index funds, and digital asset positions.
• Monthly Video Review: A 5-minute personal walkthrough via OBS analyzing your current financial health.
• Payroll Management: End-to-end technical execution of team compensation.
Pricing: $1,000 – $1,500 / month
The Value: This is "Fractional Controller" territory. We manage the pulse of your capital so you can stay focused on your zone of genius.