Get the foundation right
Bookkeeping oversight, monthly close, and financial statements. Business and personal tax returns, sales tax, and payroll compliance keep the essentials connected.
CPA + fractional CFO services
Know your numbers.
Navigate what’s next.
Accounting accuracy and CFO perspective, together. NavLine Accounting helps owner-led businesses turn reliable financials into confident decisions about cash, tax, and growth.
For growing businesses with $1M–$25M in revenue.
Clarity todayDirection tomorrow ↗
Our commitment, from day one
One accountable team.Your books, tax planning, and financial strategy belong in the same conversation.
Scope before surprises.Clear deliverables and agreed monthly fees, with changes discussed before work begins.
A forward-looking rhythm.A defined monthly close and practical reporting built around your next decision.
From the books to the big picture
A financial partner.
Not another silo.
When your business grows, yesterday’s numbers aren’t enough. Build a dependable foundation, understand what’s changing, and plan your next move with one team.
Built for owners in professional services, e-commerce, construction and trades, healthcare, and SaaS.
See the road ahead
Quarterly tax planning, KPI dashboards, budgets, and cash flow forecasts translate your financials into a practical operating plan.
Make the consequential calls
13-week cash forecasts, margin analysis, hiring and capital investment models, and board or lender reporting support the decisions that shape your business.
Engagement options
The right depth of support.
Monthly packages with annual agreements. These are planning ranges; your proposal reflects complexity, volume, and agreed scope.
CPA essentials
Foundation
Bookkeeping oversight, close, financial statements, tax returns, and compliance.
$750–$2,500
per month
CPA + advisory
Growth
Everything in Foundation, plus quarterly tax planning, KPIs, budgets, and cash forecasts.
$2,500–$5,000
per month
Strategic finance leadership
Fractional CFO
Everything in Growth, plus 13-week forecasting, decision modeling, and investor or lender support.
$4,000–$12,000
per month
Need a focused project? Fundraising prep, M&A diligence, restructuring, QuickBooks cleanup, or audit readiness.
Fixed fee or $200–$350/hour
Your next step
Let’s find your financial bearings.
Start with a free 30-minute financial health review. We’ll discuss your current setup, cash flow concerns, and the support your next stage needs.
See available appointments ↗- 01Talk through your financial priorities.
- 02Receive a tailored scope and fee proposal.
- 03Agree on a clear onboarding plan.
Available appointments & services
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