The Momentum Tier
Controller Oversight + Strategic Advisory
Everything in Clarity, plus controller-level oversight, forecasting, and the strategic conversations that turn clean numbers into better decisions. The right tier for DFW businesses scaling past the point where monthly bookkeeping alone is enough.
Momentum is right if you…
- Annual revenue between roughly $2M and $15M
- Two or more entities or revenue streams that need consolidation
- You make pricing, hiring, or capital decisions that need real numbers behind them
- Your monthly close should be tighter, faster, and better explained
- You want a working KPI dashboard, not a spreadsheet you forget to open
Look at another tier if you…
- Single entity, very simple operations, no decision pressure (Clarity tier is enough)
- You need a full fractional CFO with weekly cadence and board reporting (Vision tier)
- You're actively raising capital or preparing for an exit (Vision tier)
What's Included
Everything in Clarity
Monthly bookkeeping, financial statements, reconciliations, and the cloud workspace — all included as the foundation.
Controller-level oversight
Senior review of your monthly close. Anomalies caught, GL hygiene maintained, multi-entity consolidations done right.
Forecasting & cash projections
Rolling 13-week cash forecast and annual budget kept current as your business changes.
Pricing & profitability analysis
Margin analysis by product, service line, customer, or job — wherever your real money is being made or lost.
KPI dashboard
A small set of operating metrics you'll actually use, updated monthly with commentary on what changed and why.
Bi-weekly advisory cadence
Two scheduled calls per month with your bookkeeping lead and senior advisor. Decisions don't wait until month-end.
Process & systems improvements
We continuously tighten close timing, reporting, AR/AP workflow, and approvals so your finance back office gets faster, not slower.
Coordination with outside advisors
Direct communication with your tax preparer, attorney, and bank so you stop being the messenger.
What an Engagement Looks Like
Not Included in Momentum
Transparency matters. Here's what this tier does not cover so you can decide if you need a different tier or an outside specialist.
- Full fractional CFO partnership with weekly cadence (Vision tier)
- Investor or lender deck preparation, due diligence support (Vision tier)
- Board-ready reporting packages (Vision tier)
- Tax preparation, payroll processing, or bill-pay services
The Aligned Ledger is not a CPA firm and does not provide tax preparation, payroll processing, bill pay, or attest/assurance services in any tier.
Common Questions About Momentum
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Ready to start with Momentum?
Book a free Financial Alignment Call. We'll confirm fit, walk through scope, and answer any questions before you commit.
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