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Finance built for where you're going

Choose the package that fits your stage, then build on it with tailored add-ons as you scale.

Foundation Package

Early-stage startups · $0–$5M annual revenue
Outcome:

Clean books, basic billing structure & operational finance foundation

ACCOUNTING OPERATIONS

Part-time accounts payable management

Month-end close support

Expense reconciliation

REVENUE OPERATIONS

Customer invoicing

Payment tracking

AR aging overview

PAYROLL & HR SUPPORT

Payroll processing coordination

Employee onboarding document review

1099 compliance

Contact for pricing

Strategic Finance Package

Most popular · Growth-stage companies · $10M–$50M annual revenue
Outcome:

Strategic financial leadership & scalable financial operations

ACCOUNTING OPERATIONS

Part-time AP management

Month-end close

Expense reconciliation

Financial reporting

REVENUE OPERATIONS

Full-time AR manager

Billing schedules & customer invoicing

Collection management & AR aging follow-up

Cash application & revenue tracking

PAYROLL & HR SUPPORT

Payroll management

Employee onboarding

1099 compliance

STRATEGIC FINANCE

Part-time controller

FP&A & budget development

Scenario modeling

Investor reporting

Contact for pricing

Custom Package

Scaling enterprises · $50M–$100M annual revenue
Outcome:

A complete outsourced finance department

ACCOUNTING OPERATIONS

Full finance team

Accounts payable management

Month-end close

Expense reconciliation & financial reporting

REVENUE OPERATIONS

AR manager & billing schedules

Customer invoicing & collection management

AR aging & collections follow-up

Cash application & revenue tracking

PAYROLL & HR SUPPORT

Payroll management

Employee onboarding

Visa documentation support

1099 compliance

STRATEGIC FINANCE

Full-time CFO

Controller oversight

CEO financial strategy & support

Board meetings & presentation prep

Contact for pricing
ADD-ON SERVICES

Extend your package

Layer in additional capabilities as your needs evolve — available across all packages.

Part-Time Accounting
manager

Dedicated accounting oversight available in India or U.S. locations.

Fractional CFO

~20 hrs/month of CFO-level guidance, CEO financial strategy, and board presentation prep.

Corporate Tax Returns

Business compliance filings on an annual, quarterly, or monthly basis.

Audit Support & R&D Credit Studies

Full audit preparation and R&D tax credit analysis to maximize savings.

Recruiting Services

Finance and operations talent acquisition support.

Visa Documentation Support

Assistance with immigration and employment-related documentation.

Audit SuppSEC Filingsort & R&D Credit Studies

Quarterly and annual SEC reporting and SOC compliance support.

ERP Implementation

Setup and ongoing support for QuickBooks, Xero, NetSuite, Airbase, Bill.com, Rippling, Ramp, Salesforce, and more.

Strategic finance solutions for growing companies. Scale from $1M to $50M+ with confidence.

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Contact

  • info@financeinabox.com
  • +1 (555) 123-4567
  • San Francisco, CA

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