At Crimson Hawk Financial Group, we provide full-service concierge bookkeeping, accounting, and CFO services tailored to small and mid-size businesses. Led by founder Nathan Davis, CPA, who brings over 15 years of financial work expertise at industry leaders like Deloitte, Goldman Sachs, and Morgan Stanley, we’re committed to delivering exceptional, personalized financial solutions.
Our services are designed to meet your business where it is, with four comprehensive plans. The Bronze Plan covers monthly transaction categorization and reconciliation, ensuring your books are always accurate. Our Silver Plan adds financial statements and regular meetings to review your financial health. For businesses seeking more robust support, the Gold Plan offers full-service A/R and A/P management, along with strategic CFO services. Finally, the Platinum Plan provides the highest level of service, including IRS filings, business valuations, capital raising assistance, and customized financial reporting.
No matter your business’s size or needs, we’ve got a plan to help you succeed.
Refer below for our four monthly subscription plans and their corresponding service coverage:
Bronze Plan
Monthly transaction categorization.
Flat Fee
Paid monthly
✓
Record and categorize transactions for company’s books and Schedule C.
✓
Monthly reconciliation of account balances.
Silver Plan
Financial statements, account reconciliations & monthly meeting.
Flat Fee
Paid monthly
✓
All services included in the Bronze plan, plus:
✓
Production of financial statements (B/S, I/S and Equity).
✓
Creation of monthly A/P and A/R aging schedules.
✓
Monthly meeting reviewing financial statements, financial status and growth opportunities.
MOST POPULAR
Gold Plan
Full service A/R and A/P management, with CFO services.
Flat Fee
Paid monthly
✓
All services included in the Silver plan, plus:
✓
Full service A/R and A/P management, with customer invoice creation and vendor payment tracking.
✓
CFO package: annual budget, budget-to-actual variance analysis, multiple year forecasts, and liquidity management.
Platinum Plan
IRS filing, customized reporting, valuation and capital services.
Flat Fee
Paid monthly
✓
All services included in the Gold plan, plus:
✓
Yearly IRS tax filing.
✓
Yearly business valuation.
✓
Assistance with capital raising for capital projects and/or expansion through acquisition.
✓
Customized ad-hoc financial reporting for enhanced business optimization.
Payroll services can be added to any pricing package for an additional monthly fee.
Additionally, a customized suite of services can be specifically bundled for customers with unique circumstances.
Also, we provide catch-up and corrective services for clients who have fallen behind on record-keeping and/or require a multiple prior-period clean-up.
Contact us for a free consultation.