Fractional CFO Pricing That Meets Your Needs Today & Supports Your Growth Tomorrow
No annual commitment. We earn your business monthly.
BOOK A DISCOVERY CALLFractional CFO Services:
Plans that Meet Businesses Where You Are
Foundation
You’ll get timely month-end closes and accurate financial statements that give you a clear view of your income, expenses, and cash flow. With monthly one-on-one meetings and support managing bank relationships, you can make confident decisions and strengthen your financial position.
$1500
per month
$2000
per month
Momentum
With proactive support and clear company-wide KPIs, you’ll stay aligned and focused on what matters most. Add in detailed budgeting, forecasting, and strategic reporting, and you’ll have the insight and tools to plan ahead, adapt quickly, and drive long-term growth.
$2100
per month
$3990
per month
Ascent
In addition to the services in Momentum, you’ll get in-person support, and hands-on guidance tailored to your business. From 12-week cash flow to 5-year strategic projections, custom reporting, and board-ready insights, you’ll have the clarity and leadership needed to make high-level decisions with confidence.
$4000
per month
$7500
per month
Outsourced Bookkeeping Services:
Plans that Meet Businesses Where You Are
Foundation
$350
per month
$450
per month
Elevate
$500
per month
$800
per month
Pinnacle
$900+
per month
TailorMade
$1750+
per month
Available Add-on Services
Tax Strategy
IRS Compliance
Payroll Services
Tax Filings – Excise, Payroll, Sales & Usage Tax, Property Tax / Local / State Taxes
