Choose Your Growth Partner
Transparent pricing designed to scale with your business needs
Bookkeeping & Monthly Financials
$1,000 /mo
Ideal for businesses needing reliable, organized books.
- Transaction recording & categorization
- Monthly bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- Accounts payable & receivable tracking
- QuickBooks/Xero management
MOST POPULAR
Controllership & Finance Management
$3,000 /mo
Ideal for scaling businesses needing financial oversight.
- Everything in Tier 1, plus:
- GAAP-compliant accrual accounting
- Short-term cash management
- Monthly benchmark reporting & profitability analysis
- Internal controls & audit prep
- Coordinated with CPA & finance advisors
Fractional CFO
$5,000 /mo
Ideal for businesses preparing for growth, funding, or exit.
- Everything in Tiers 1 & 2, plus:
- Strategic financial planning
- Investor & lender relations
- M&A and exit readiness support
- Weekly finance & cash flow meetings
- Advanced scenario analysis & financial decision-making
- Executive advisory & leadership meetings
Detailed Comparison
| Feature | Essentials | Growth | Strategic CFO |
|---|---|---|---|
| Accounting Method | Cash Basis | Accrual Basis | Accrual Basis |
| Delivery Date | 12th of Month | 12th of Month | 12th of Month |
| Forecasting | — | Bi-Weekly Cash Flow | Long-Term & Strategic |
| Budgeting | — | Annual Budget | Advanced FP&A |
| Advisory Meeting | 30-min Review | Insight & Analysis | Executive Partner Session |
| Specialized Services | — | — | M&A & Debt Mgmt |
Why Choose Us?
Your Trusted Partner for Financial Success
Westport Financial stands out for our integrity, innovation, adaptability, and excellence. We prioritize client needs, fostering a collaborative environment and promoting diversity and inclusion. Our commitment to ethical, scalable, and sustainable practices ensures we deliver high-quality work and exceptional customer experiences.
Get Started
Contact us to discover how our specialized services, including Fractional CFO, Mergers and Acquisitions, and more, can help your business thrive.