CPA-LED FINANCIAL SUPPORT
Reporting & financial planning
Decision-ready reporting and practical forecasts for your next stage of growth.
Talk with ScaleRediUnderstand performance. Plan with context.
We develop financial reporting and forecasts around your operating model and the decisions your leadership team needs to make. Deliverables can include department reporting, financial dashboards, budget vs. actual analysis, scenario models, and board or investor reporting.
- Financial dashboards and key performance indicators
- Budget vs. actual analysis and variance commentary
- Annual budgets, forecasts, and scenario planning
- 13-week cash flow forecasts
- Board, investor, and lender reporting
Scope and typical monthly fees
Insight typically ranges from $2,650–$4,900/month for agreed reporting needs. Growth typically ranges from $4,950–$8,400/month for more extensive budgeting, forecasting, cash planning, and board or investor reporting. Your fixed monthly fee is confirmed in the proposal based on the agreed scope and complexity.
Your scope determines your tier, rather than company stage alone. The target monthly close is the 15th business day for Insight and the 10th business day for Growth.
Close targets assume complete records, supporting information, and required client approvals by the 3rd business day of the month. Late or incomplete information may shift the close date. Onboarding is billed once, at one month of your agreed monthly fee.
Compare tiers and close targetsDiscuss the support you need
Tell us about your current finance processes, reporting requirements, and priorities. We will define the scope and fee before the engagement begins.
Start an inquiryStephanie Pitta, CPA · Founder, ScaleRedi · About Stephanie