CayDenFINANCIAL
Financial systems for growing & scaling businesses

Build a more profitable business.
Build more
personal wealth.

CayDen connects accounting, tax planning, payroll, reporting, and CFO guidance into one integrated financial system—so you can grow with clarity and scale with structure.

Explore our services ↗

Built for service businesses ready to grow and scale.

Thoughtfully connected tools.
Guided by CayDen.

QuickBooksFathomgustoVestwellReins
The foundation for what’s next

Your business needs more
than a set of books.

It needs a financial system that helps you see clearly, plan ahead, and scale with confidence. CayDen builds the connections—and helps you decide what comes next.

01 / GET THE FULL PICTURE

Know where you stand.

Connect your books, reporting, and tax planning so decisions start with a clearer financial picture.

02 / BUILD FOR WHAT’S NEXT

Scale with structure.

Put the financial and people systems in place to support your next stage of growth.

03 / KEEP THE OWNER IN VIEW

Make growth count.

Connect compensation, retention, and exit decisions to the future you’re building for yourself.

YOUR FINANCIAL BACK OFFICE, CONNECTEDExplore the three service levels ↗
01 / KEEP THE NUMBERS RIGHT

Accounting & bookkeeping

Organized books in QuickBooks Online, supported by CayDen, so your financial decisions start with reliable information.

  • Accounting
  • QuickBooks Online
02 / SEE THE WHOLE PICTURE

Reporting & CFO advisory

Financial reporting through Fathom, paired with advisory conversations that turn your numbers into priorities.

  • Financial reporting
  • CFO guidance
03 / PLAN THROUGH THE YEAR

Tax & owner compensation

Business tax planning, preparation, and filing, with compensation planning that connects the business to its owner.

  • Tax planning & filing
  • Owner compensation
04 / SUPPORT YOUR PEOPLE

Payroll, benefits & HR

Payroll and HR setup and coordination through Gusto or BambooHR, plus retirement plan support through Vestwell.

  • Payroll coordination
  • Company retirement plans
  • Benefits & HR
05 / BUILD FOR THE LONG TERM

Retention & growth strategy

Growth advisory and alternative stock plan coordination through Reins to help align your team with the business’s future.

  • Employee incentives
  • Growth advisory
06 / PREPARE YOUR NEXT CHAPTER

Exit & transaction planning

Ongoing exit planning and M&A support to help you prepare the business for a future transition.

  • Exit readiness
  • M&A support
Three levels. One connected system.

Start with the support you need.
Add strategic depth as you grow.

Choose the level of guidance your business needs. Each level builds on the last, bringing more coordination, strategic depth, and support as you grow.

Level 01 / Foundation

Financial Back Office

Build a reliable financial foundation and get ongoing guidance for the decisions in front of you.

  • Accounting & bookkeeping
  • Business tax planning, prep & filing
  • Owner compensation planning
  • Core financial reporting
  • Foundational growth advisory
  • Back office setup & ongoing coordination
Schedule a review ↗
Level 02 / Growth

CFO & People Systems

Connect your financial back office to the people and operating systems that support your growth.

  • Everything in Financial Back Office
  • Expanded growth advisory
  • Enhanced financial reporting
  • Payroll setup & coordination
  • 401(k) plan support
  • HR systems & coordination
Schedule a review ↗
Level 03 / Enterprise value

Growth & Exit Strategy

Plan beyond day-to-day operations with a focus on team alignment, long-term value, and your next chapter.

  • Everything in CFO & People Systems
  • Advanced growth advisory
  • Alternative stock plan coordination
  • Employee incentive planning
  • Ongoing exit planning
  • M&A support, scoped separately
Schedule a review ↗
Planning your investment

A clear budget for your next stage.

Choose a coordinated service level, with a scope that reflects your business’s complexity and the support you need to grow and scale.

Financial Back Office$750–$1,500/ month
CFO & People Systems$1,500–$5,000/ month
Growth & Exit Strategy$2,500–$10,000/ month

Plus an agreed success fee for a completed M&A transaction.

Indicative monthly advisory ranges. Your investment depends on business complexity, the systems involved, and the depth of advisory support. We’ll recommend a service level and phased implementation plan, with clear fees before work begins.

Schedule your business review ↗

Your engagement is scoped to your service level, business complexity, and priorities. We outline the fees in a clear proposal before work begins. One-time setup, cleanup, third-party software, platform, and per-employee charges are additional where applicable. M&A engagements are scoped separately, with an agreed success fee payable upon a successful transaction.

The CayDen Growth Roadmap

Build the foundation.
Scale with intention.

From building an integrated financial back office to preparing your next chapter, your business and owner priorities guide the plan.

01 / UNDERSTAND

Start with your business.

We review your current systems, financial visibility, team needs, and goals to identify what needs attention first.

02 / BUILD

Put the structure in place.

We agree on your service level and implementation priorities, then connect the back-office components your business needs first. Additional systems can follow as you grow.

03 / ADVISE

Keep moving forward.

Ongoing management, reporting, and advisory support help you make informed decisions as the business evolves.

A few things to know

Good questions.
Clear answers.

Who is this built for?

Our strongest fit is an owner-led service business that has outgrown basic bookkeeping and wants an ongoing financial support team. This includes professional services firms, consulting businesses, marketing and digital agencies, and other expertise-based companies.

Do I need to replace all my software?

We start by reviewing what you already use. Recommendations depend on your needs and the selected services; a discovery conversation helps identify what can stay and what should change.

How is pricing determined?

Indicative monthly advisory ranges are $750–$1,500 for Financial Back Office, $1,500–$5,000 for CFO & People Systems, and $2,500–$10,000 for Growth & Exit Strategy. These are planning ranges rather than fixed quotes or price caps. Your proposal reflects business complexity, systems, and the depth of support you need. Setup, cleanup, software, platform, and per-employee charges may be additional. M&A support is scoped separately, with an agreed success fee payable upon a successful transaction. Your proposal outlines the full fees before work begins.

Can my service level change as I grow?

Yes. The three levels provide a framework for your ongoing financial partnership. We can phase in individual back-office components within an agreed plan, then move to a higher level when your business needs deeper advisory support. Scope and fees are agreed upon before additional work begins.

Can you help me prepare for a future sale?

Exit planning can begin well before a transaction. CayDen offers ongoing exit planning and separately scoped M&A support, with the engagement and compensation defined in advance.

Let’s build your back office

Grow your business.
Build the structure to scale.

Start with a review of your financial systems, tax position, growth challenges, and opportunities. Tell us where you are and where you want to go.

Your next step

Schedule your
business financial review.

Discuss your current systems, priorities, and the service level that fits. We’ll help you identify a practical starting point and outline the scope and pricing.

Choose a time ↗

Opens CayDen’s discovery-meeting calendar in a new tab.

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