Grow into your finance department, one tier at a time
Request a Call.png)
The finance department that grows with you
Here's how Beankeeper works. You get one finance team with four levels of support, and you start with what fits your business right now.
Bookkeeping and Controller cover your day-to-day records and operations, with Controller building on Bookkeeping. FP&A and Fractional CFO are separate levels you add when you need forward planning or senior strategy. You pick the foundation that fits today, combine what you need, and the same team stays with you as you grow.
That means you build a real finance function around the work you need handled now, then add depth when the time feels right. And you won't outgrow us. The team that fits a scrappy first year is the same partner that helps you through a funding round three years later. You get clear starting prices and one team to coordinate, not a maze of separate vendors.
From clean books to board-ready strategy
Bookkeeping
Your foundation. If transaction coding and reconciliations are still landing on your desk, this is where that stops. We keep your records clean and current so month-end is dependable and everything else has something solid to build on.
What's included:
Best fit: founder-led businesses under $500,000 in revenue, or anyone who needs reliable books without hiring a bookkeeper.
Explore bookkeepingController
Everything in Bookkeeping, plus an owner for the recurring work. When bills, collections, and payroll keep coming back to you even though the books are current, Controller takes them off your plate and gives the whole thing a steady rhythm.
What's included:
Best fit: businesses roughly $501,000 to $3 million in revenue where finance operations need a clear owner.
Explore controller supportFinancial Planning & Analysis (FP&A)
A look around the corner, added to your setup. Before you make the next hire or the next big spend, FP&A shows you what it does to your cash and your plan ahead of time rather than after. It's a standalone level of support, added alongside your bookkeeping or controller work.
What's included:
Best fit: founders and finance leaders who need to plan with real numbers before the decisions get bigger.
Explore FP&AFractional CFO
Senior leadership for the moments that matter most. Raising money, prepping for an exit, answering a demanding board, working through a cash crunch. This is when you want experienced judgment in the room, without building a whole relationship from scratch to get it. Add it on its own or alongside your other support.
What's included:
Best fit: growth-stage businesses, often $3 million to $25 million in revenue, facing high-stakes decisions.
Explore fractional CFO servicesDisclaimer: Beankeeper is not a tax firm, and we don't prepare returns. What we do is hand your tax professional clean, organized books they can work with and will be glad to see, which makes the whole season less stressful. For businesses under $1 million in revenue, we can point you to a trusted partner.
Every number comes with a plain-English "so what"
Every level connects the financial work to the reporting and interpretation around it, so you're never handed a spreadsheet with no explanation. Bookkeeping and Controller build a dependable base. FP&A and Fractional CFO turn forecasts and reporting into context you can plan against.
The communication follows the work. Controller clients meet with Kevin twice a month to walk through operations and reports. FP&A clients meet every two weeks to work through forecasts, cash questions, and what's coming up. That's a standing place to settle a question before it turns into a problem.
Not sure where to start? Match it to what's landing on your desk
Company size gives you a rough idea, and the fastest way to find your fit is to name the thing that keeps coming back to you.
- You're still doing the books yourself. Start at Bookkeeping. Coding, reconciliations, and month-end move off your plate.
- Bills, collections, or payroll have no clear owner. Controller picks them up and gives them a rhythm.
- The board wants a better forward view. FP&A brings budgets, forecasts, and reporting for the decisions ahead.
- Your finance lead just left. Controller takes over the recurring operations, and you can add FP&A or a fractional CFO for the planning and guidance that left with them.
- You're getting ready to raise or exit. Fractional CFO puts senior judgment behind the biggest calls.
One call, and you'll know what fits
One call is usually enough to spot which work needs an owner and which level fits. Clear answers from a real person, no accounting dictionary required.
Request a Call
