Managed finance / service scope
Choose the level of finance support your business needs. We agree the responsibilities, deliverables, and quote before work begins.
Bookkeeper
Best for: Owners seeking reliable books and forward cash visibility.
$500+/month
Accountant
Preferred serviceBest for: Businesses ready to delegate recurring finance operations.
Quoted for your business
Controller
Best for: Growing companies needing a managed finance function with senior oversight.
Quoted for your business
Bookkeeper starting price assumes one entity, low activity, timely records and straightforward cash-basis reporting. Final scope and fee agreed upfront.
Each level builds on the one before it. Your proposal defines the exact responsibilities and cadence.
| Recurring work | Bookkeeper | Accountant | Controller |
|---|---|---|---|
| Books, reconciliations & monthly financials | Included | Included | Included |
| Payables, receivables & payroll coordination | Separate scope | Included | Included |
| Cap table management | Separate scope | Included | Included |
| Cash outlook, forecasting & analysis | Rolling 12-month cash outlook; quarterly budget refresh | Monthly forecasts; variance & profitability analysis | Accountant scope + annual planning & scenarios |
| Finance-function ownership & controller oversight across systems | Separate scope | Separate scope | Included |
| Tax preparation & filings | Separate scope | Separate scope | Included in agreed scope |
| CFO advisory services | Separate scope | Separate scope | Defined in proposal |
Your Findevor team of accountants handles delivery, supported by technology. Your Findevor CFO leads the engagement and is responsible for professional oversight and the service outcome. You retain control of your systems, payment releases, spending approvals, and other required authorizations.
Beyond the recurring service
Specialist projects, scoped around a clear outcome and the expertise required.
Cash forecasts, operating plans, scenarios, and finance support for strategic decisions.
Reporting packages, financial narratives, presentation decks, and supporting schedules.
Investor-deck preparation, financial models, and finance-side disclosure and filing support for Reg A, Reg CF, and Reg D offerings, coordinated with securities counsel.
Financial analysis, data-room preparation, and finance workstreams for acquisitions, exits, and financing transactions.
Reporting processes, controls, schedules, and evidence prepared for independent auditors and public-market readiness.
Historical catch-up, account cleanup, tailored management reporting, and connected finance workflows.
Projects are separately scoped. Securities advice and legal filings are coordinated with counsel; required assurance is performed by independent auditors. Findevor's support does not include securities placement or brokerage.
Your engagement
We agree the work, reporting calendar, client responsibilities and fee before service begins.
Frequently asked questions
The entities, transaction volume, payroll runs, systems, reporting requirements, and level of review in the agreed scope.
We agree the first reporting milestone after reviewing access and opening records. Cleanup or missing information may affect the starting calendar.
Tax planning, preparation, and filings are included in the Controller engagement for the entities and jurisdictions agreed in scope. CFO advisory services are defined in the proposal. Bookkeeper and Accountant engagements can add these services through a separate scope.
You retain control of your systems, business decisions, payment releases, and required authorizations. You provide the context we need; Findevor owns the agreed coordination and delivery.
Start with the work you need handled and the reporting you need to trust.
Managed finance / service scope
Choose the level of finance support your business needs. We agree the responsibilities, deliverables, and quote before work begins.
Bookkeeper
Best for: Owners seeking reliable books and forward cash visibility.
$500+/month
Accountant
Preferred serviceBest for: Businesses ready to delegate recurring finance operations.
Quoted for your business
Controller
Best for: Growing companies needing a managed finance function with senior oversight.
Quoted for your business
Bookkeeper starting price assumes one entity, low activity, timely records and straightforward cash-basis reporting. Final scope and fee agreed upfront.
Each level builds on the one before it. Your proposal defines the exact responsibilities and cadence.
| Recurring work | Bookkeeper | Accountant | Controller |
|---|---|---|---|
| Books, reconciliations & monthly financials | Included | Included | Included |
| Payables, receivables & payroll coordination | Separate scope | Included | Included |
| Cap table management | Separate scope | Included | Included |
| Cash outlook, forecasting & analysis | Rolling 12-month cash outlook; quarterly budget refresh | Monthly forecasts; variance & profitability analysis | Accountant scope + annual planning & scenarios |
| Finance-function ownership & controller oversight across systems | Separate scope | Separate scope | Included |
| Tax preparation & filings | Separate scope | Separate scope | Included in agreed scope |
| CFO advisory services | Separate scope | Separate scope | Defined in proposal |
Your Findevor team of accountants handles delivery, supported by technology. Your Findevor CFO leads the engagement and is responsible for professional oversight and the service outcome. You retain control of your systems, payment releases, spending approvals, and other required authorizations.
Beyond the recurring service
Specialist projects, scoped around a clear outcome and the expertise required.
Cash forecasts, operating plans, scenarios, and finance support for strategic decisions.
Reporting packages, financial narratives, presentation decks, and supporting schedules.
Investor-deck preparation, financial models, and finance-side disclosure and filing support for Reg A, Reg CF, and Reg D offerings, coordinated with securities counsel.
Financial analysis, data-room preparation, and finance workstreams for acquisitions, exits, and financing transactions.
Reporting processes, controls, schedules, and evidence prepared for independent auditors and public-market readiness.
Historical catch-up, account cleanup, tailored management reporting, and connected finance workflows.
Projects are separately scoped. Securities advice and legal filings are coordinated with counsel; required assurance is performed by independent auditors. Findevor's support does not include securities placement or brokerage.
Your engagement
We agree the work, reporting calendar, client responsibilities and fee before service begins.
Frequently asked questions
The entities, transaction volume, payroll runs, systems, reporting requirements, and level of review in the agreed scope.
We agree the first reporting milestone after reviewing access and opening records. Cleanup or missing information may affect the starting calendar.
Tax planning, preparation, and filings are included in the Controller engagement for the entities and jurisdictions agreed in scope. CFO advisory services are defined in the proposal. Bookkeeper and Accountant engagements can add these services through a separate scope.
You retain control of your systems, business decisions, payment releases, and required authorizations. You provide the context we need; Findevor owns the agreed coordination and delivery.
Start with the work you need handled and the reporting you need to trust.
