Service Levels
Four levels of support, one firm.
Four levels of financial support, built to move with a business as it grows — from clean monthly books to full-time-caliber financial leadership, without the full-time-hire cost. We work with a variety of small and medium-sized businesses, with particular depth in residential rental property companies. Every engagement is handled with care and is set up to help grow with you as your needs evolve.
Level 1
Bookkeeper
For sole proprietors and owners who keep their own day-to-day records and need clean, tax-ready books and a filed return.
Starting at $285/ month*
- Monthly transaction categorization
- Full year-end financial statements
- 1099 preparation & filing
- Business tax return, prepared
- Quarterly estimated tax calculations
Level 2
Controller
For businesses ready to hand off the books entirely and get monthly reporting to run on.
Starting at $720/ month*
- Everything in Bookkeeper, plus:
- Bank & credit card reconciliation (up to 2 accounts)
- Custom chart of accounts, up to 250 accounts
- Monthly profit & loss statements
- Up to 5 custom reports a year
Level 3
Business Advisor
For businesses ready for financial leadership and forward planning on a modest monthly cadence, without a full-time CFO hire.
Starting at $2,390/ month*
- Everything in Controller, plus:
- Cash & accrual accounting, maintained side by side
- Business Advisor time each month (up to 4 hrs)
- KPI dashboard & 10 reports a year
- Annual budget & cash-flow forecast (year one)
- Priority scheduling, 10% off add-on services
Level 4
Fractional CFO
For growth-stage or complex businesses that need C-suite financial leadership at the table — without a full-time hire.
Starting at $5,200/ month*
- Everything in Business Advisor, plus:
- CFO retainer, up to 20 hrs/month
- Rolling cash flow forecast, updated monthly
- Strategic & multi-year financial planning
- Margin & profitability analysis by line of business
- Pricing strategy & scenario / what-if modeling
- Capital strategy: financing, credit lines, SBA loans
- M&A, valuation & exit-readiness support
- Board / investor-ready reporting package
- Standing seat in leadership strategy meetings
Let's clarify your needs in our tool, so we can provide you with a more accurate estimate.
* Every level starts with a free discovery call to scope transaction volume, entity structure, and reporting needs before final pricing is set.
The Vault Group LLC
New Jersey Registered Certified Public Accounting Firm