Precision Financial Operations for Owner-Operated Businesses.
Three service tiers. One standard: institutional quality.
IMPORTANT DISCLOSURE: Quattro Research Group provides bookkeeping, financial analysis, financial modeling, tax preparation support, and advisory services. Quattro Research Group is not a licensed Certified Public Accountant firm. Tax returns prepared by Quattro Research Group are reviewed and signed by a licensed, independent CPA prior to filing. All financial analysis and modeling is for informational and planning purposes only and does not constitute investment advice, legal advice, or a guarantee of financial outcome. Engagement terms are governed by individual service agreements. See our full Legal Disclaimer for complete disclosures. Legal Disclaimer
TIER 1
The Foundation
Best for freelancers, sole proprietors, and small operators
- Monthly bookkeeping & transaction reconciliation
- Profit & Loss statement delivery
- Balance sheet reconciliation
- Cash flow statement
- Chart of accounts maintenance
- Monthly 30-minute advisory call
- Quattro client portal access
- Tax return preparation (available as add-on)
- CFO-level advisory
- Payroll management
TIER 2
The Operating System
Best for growing businesses with $500K–$3M in annual revenue
- Everything in Foundation, plus:
- Accounts payable & receivable management
- Payroll reconciliation review
- Quarterly estimated tax calculations (prepared by Quattro, signed by licensed CPA)
- KPI dashboard build & monthly delivery
- Budget vs. actual variance analysis
- Year-end tax preparation package (prepared by Quattro, signed by licensed CPA)
- Unlimited email advisory between sessions
TIER 3
The CFO Stack
For founder-led businesses requiring institutional-grade financial leadership
- Everything in Operating System, plus:
- Fractional CFO services
- Investor-ready financial model construction
- Scenario planning & sensitivity analysis
- Debt/equity structuring analysis
- Cap table review & equity compensation analysis
- Board deck financial preparation
- Lender & investor document package
- Direct CFO availability (defined response SLAs per engagement agreement)
One-Time Engagements
| Service | Starting Price | Timeline |
|---|---|---|
| Financial Model Build (3-statement) | $2,500 | 1–2 weeks |
| SBA Loan / Lender Package | $3,500 | 1–2 weeks |
| Cash Flow Turnaround Analysis | $2,500 | 3–5 business days |
| Equity Compensation Analysis | $3,000 | 1 week |
| Investment Research Report | $1,500 | 5–7 business days |
| Audit Preparation Package | $2,500 | 2 weeks |
| Cap Table Modeling | $2,000 | 3–5 business days |
| Budget Build (Annual) | $2,500 | 1 week |
All project engagements require a signed engagement letter and 50% deposit prior to commencement. Final deliverable released upon receipt of remaining balance.