With Affinity, you’ll never wonder if your accountant is saving you money. We turn numbers into clarity, clarity into confidence, and confidence into the decisions that change lives, year-round, not just in March.
Whatever you’re facing, there’s a level of support for it
Every package starts with the same foundation of clean, reliable books and year-round tax planning, and adds deeper support as your questions get bigger: from “where is my money going?” to “can we afford this hire?” Advisory is built into every level, so you’re never buying it separately.
Foundation
Compliance + Clarity
Clean books, payroll oversight, and a quarterly review that tells you what your numbers mean. Certainty without noise.
Best fit: smaller or stable businesses
Most popular
Growth
Foundation + Advisory Partnership
A CFO in your corner every month: full KPI scorecard, 13-week cash forecast, budget vs actual, profitability by client. Decisions stop being guesses.
Best fit: businesses looking to grow
Partner
Growth + Strategic CFO
Every big move modeled before you make it: scenarios, pricing, capacity, capital, succession and exit readiness.