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Monthly reconciliations and close
Washington B&O and tax filings
Year-end tax package
Typical fit: <$1M revenue
Starting from: monthly retainer
Tier 1 scope
Payroll setup, processing, and filings
Typical fit: $0.5–$2M revenue
Tiers 1–2
Controller review
Month-end checklists
Variance analysis
Typical fit: $2–$10M revenue
Strategic planning, pricing, cash-flow modeling, lender packages
Tax strategy execution with your CPA of record or in-house team
Typical fit: $5–$25M revenue
Cleanup, catch-up, system implementations, urgent filings
Premium response
Typical fit: Non-recurring client, occasional reviews, consult
As RUM grows, our scope naturally shifts from bookkeeping to CFO leadership.
Our fees track scope and complexity, not volume or headcount.
Our larger clients see a lower take-rate (%) with higher absolute value from our CFO-level tiers.
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