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Our Packages

Choose the right level of support for your MSP.

Every MSP is different, so the right finance support depends on your size, systems, and growth goals. Our pricing reflects the scope of support and the value delivered, with packages designed to support MSPs at different stages. Contact us to discuss your needs and receive custom pricing.

Foundation Builder

Strategic CFO Advisory
Services

For:
Early-stage MSPs focused on building a strong financial house. Embedded strategic financial leadership - starting with a transformation roadmap and then ongoing CFO advisory support. Focused on financial modeling, execution alignment, and business performance acceleration.

Team: CFO and Advisor / Controller

  • Work with your CPA on tax strategy
  • Financial Assessment & Transformation Roadmap: A structured review of your financial foundation with a clear 90-day plan to strengthen reporting, margins, and decision-making.
  • Biweekly CFO Advisory Call: Leadership-level working sessions focused on performance, priorities, and next-best actions.
  • Financial Model + Forecast (Built & Updated Monthly): A living forecast that connects revenue, labor, expenses, and cash so you can plan confidently.
  • Annual ROTRU Analysis (Revenue Optimization through Resource Utilization): A once-per-year deep dive into utilization, service capacity, and margin improvement opportunities.

Bookkeeping services can be added at an additional charge.

Let’s Talk

Momentum Manager

Strategic CFO Advisory Services + Close Oversight (Light Controller Support)

For:
MSPs that have someone “doing the books,” but need stronger oversight, cleaner reporting, and leadership-level financial direction-without the weight of full controller execution.

Team: CFO & Controller (Oversight)

  • Everything in Foundation Builder, plus:
  • Work with your CPA on tax strategy
  • Month-End Close Oversight: Close checklist management, review of entries, and accountability to improve consistency and confidence in your numbers.
  • Monthly Financial Reporting Package: P&L, Balance Sheet, Cash Summary, and KPI snapshot delivered monthly.
  • Monthly Leadership Finance Review: A dedicated monthly review to translate the numbers into action (pricing, hiring, cash, and execution priorities).

Bookkeeping services can be added at an additional charge.

Let’s Talk

Growth Partner

Strategic CFO Advisory Services + Controller Support

For:
MSPs scaling quickly and needing structure, redundancy, and strategic finance leadership. You may have team members handling AP, billing, and procurement-but you lack finance oversight and forward-looking planning. We take pressure off ownership, strengthen your finance function, and bring an MSP finance expert into your L10s and culture.

Team: CFO & Controller

  • Everything in Momentum Manager, plus:
  • Month-End Close
  • Process Automation Improvements (PSA + Accounting System): Improve workflow, reduce manual errors, and strengthen data accuracy.
  • Finance Team Management: Provide support, oversight, and strategic mentorship to your internal accounting team.
  • SLI Benchmark Submission and/or KPI Management: Support with Services Leadership Index participation and/or ongoing KPI tracking.
  • Onsite annual planning meeting with your NLN CFO
  • Bookkeeping oversight and support to optimize your current staff
Let’s Talk

Scale Operator

CFO Advisory + Controller + Finance Ops Leadership
(Partial Embedded Team)

For:
MSPs experiencing rapid growth and complexity-where finance must operate like an engine, not a bottleneck. This tier is for leadership teams who want strong execution, confident numbers, and proactive financial management without fully outsourcing the entire accounting department.

Team: CFO + Controller + Accounting Support (as needed)

  • Everything in Growth Partner, plus:
  • Deeper Finance Ops Execution Support: Additional capacity for higher volume environments where leadership needs help turning strategy into consistent monthly outcomes.
  • AR & Billing Oversight (Leadership + Controls): Improve cash flow discipline, reduce aging, and tighten billing reliability.
  • Quarterly Pricing + Margin Review: Agreement profitability review and margin improvement opportunities.
  • Expanded EOS / Leadership Participation: Finance leadership support aligned with your operating cadence and priorities.
  • Priority Communication via Email + Teams: Fast access to your finance leadership team when decisions need to move.
  • Light bookkeeping services to extend your internal team where it’s needed most
Let’s Talk

Enterprise Engine

CFO Advisory Services + Controller + Embedded Accounting Team

For:
MSPs outsourcing most or all of their finance operations. From AR and billing to projections and funding discussions, NLN becomes your fully redundant, embedded finance team-so ownership can stay focused on growth, execution, and outcomes.

Team: CFO, Advisor, Controller & Accounting Team

Everything in Scale Operator plus:

  • NLN Advisor to support strategic initiatives and accelerate results
  • Onsite annual planning meeting with your NLN CFO
  • Sales, payroll and 1099 tax filing services
  • Expense management oversight
  • Monthly utilization reporting
  • Month end package

Bookkeeping Services including:

  • Month-End Close
  • Finance Team Management
  • AR, Billing & Collections
  • Cash management
  • AP
  • Fixed asset management
  • Payroll
  • Procurement services can be added at additional charge
Let’s Talk

*Pricing will be re-evaluated annually and adjusted to your annual revenue and needs.

*Pricing may be affected by the number of finance team members you already have on staff.

Ask about a custom bundle tailored to your team's trajectory

Book a Free Consultation

Let’s Build the Right Financial Strategy Together

Tell us about your business, and we’ll guide you toward the best level of CFO and accounting support tailored to your growth stage.

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Choose your starting point today and scale as your company grows.

Our team will reach out to discuss your needs and design a financial plan that works for you.

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