Core vs. Growth vs. CFO Lite: How to Choose

Three plans. One right answer for where your business is right now. Here's how to think about which one fits — and what you're actually getting at each level.

Quick comparison

Choose Core Bookkeeping if…

• Your business generates under $500K annually
• You have relatively straightforward finances — one or two bank accounts, simple expense categories
• You need clean, current books for your CPA but don't yet need strategic guidance
• You're a solopreneur, freelancer, or early-stage business

Choose Growth Package if…

• You're doing $500K–$1M in revenue and making decisions that need real data
• You want to see your cash position and key metrics without waiting for month-end
• You've had instances of not knowing exactly where your business stood financially
• You want a monthly walkthrough that helps you actually understand your numbers

Choose CFO Lite Advisory if…

• You're at or approaching $1M+ in annual revenue
• You've had a cash flow scare — or want to prevent one
• You're making major decisions: hiring, expansion, equipment, new product lines
• You want someone in your corner every month thinking about your financial strategy — not just your transactions

Can I upgrade later?

Yes — and most clients do. Many start on Core, grow into Growth, and eventually move to CFO Lite as their business scales. There are no long-term contracts and no upgrade fees. You move up when it makes sense for your business.