Services Provided
Every Helix engagement is built around one principle: your financials should be accurate, timely, and understandable, reviewed monthly by an expert.
Each tier below includes a defined scope, fixed monthly fee, and clear guidance on what’s included. We believe in transparency from day one.
Growth
Starting at $2,000 per month
Your business is growing, and your financial needs are expanding with it. A P&L is no longer enough information. You need forecasting, cash visibility, and active tracking of performance against plan.
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Reconciliation of up to 6 accounts monthly
Up to 250 transactions per month
Monthly P&L, Balance Sheet, and Cash Flow Statement
AR and AP aging reports
Bill pay — up to 30 vendors
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60-minute monthly strategy call
Up to 10 email questions/month
13-week rolling cash flow forecast
KPI dashboard, 3 to 5 metrics
Annual budget vs. actual tracking
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One-time set-up fee of $350
Executive
Starting at $3,500 per month
You're running a substantial operation, and your financial function needs to run like one. You need a full financial management partner that handles the books, manages the numbers, and is at the table when decisions are made.
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Up to 15 accounts monthly & up to 750 transactions per month
Full monthly financial package including P&L, Balance Sheet, and Cash Flow
Complete AR and AP management and aging reports
Bill pay with up to 50 vendors
Lender and investor-ready reporting on request
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Two 60-minute calls/month, operational and strategic
Unlimited email access, within engagement scope
Scenario modeling & multi-year forecast
Pitch deck financial preparation
Financing & capital raise assistance
Strategic financial guidance and scenario planning
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One-time set-up fee of $500
Fractional CFO
Custom engagement structured to meet your needs, contact us for pricing
You’re ready for executive-level financial leadership, such as for a growth-stage business, a company preparing for a capital raise, an IPO, an acquisition, or another transaction, or an organization that needs a seasoned CFO without the full-time cost.
This is not simply accounting. This is strategic financial management at the executive level, delivered by a CPA with 40+ years of CFO experience spanning public companies, international operations, and capital raises exceeding $750 million.
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Dedicated CFO with unlimited access
Capital structure and financing strategy
Treasury functions
Board meeting attendance & presentation
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HR, benefits & payroll oversight and administration
Risk management
NIH/SBIR grant accounting, reporting, & FFR filings
Transfer pricing assistance
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Pitch deck development and investor presentations
Financial scenarios & modeling
IPO support and registration process management
M&A and due diligence support, including development of data rooms
International entity establishment, including WFOEs
Foundation
Starting at $1,000 per month
You've moved past the startup phase, and your finances need professional management. You want accurate books, timely reports, and someone to call — but you're not ready for deep advisory work just yet.
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Reconciliations of up to 3 bank and credit card accounts monthly
Up to 100 transactions per month
Monthly P&L and Balance Sheet
Monthly cash flow summary
Bill pay — up to 15 vendors
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30-minute monthly review of financials
Up to 5 email questions/month
Financial commentary with reports
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One-time set-up fee of $250
