top of page

FRACTIONAL CFO PRICING​

Essential Partner
Investment of
$1,250/mo
 

  • Dedicated, experienced CFO available for consultation

  • Customized Path to Profitability

  • Standard monthly financial reporting

  • Monthly financial statement review and strategic session

  • 13-week rolling cash forecast

  • Financial systems and process review

  • Basic annual budget preparation

  • Basic support via email, text, and video call

​​

  • Available Add-ons:

    • Bookkeeping Catch Up​

    • Accounting Automation

    • Financial statement audit support

​

Signature Partner
Investment of
$2,450/mo
 

  • EVERYTHING INCLUDED IN ESSENTIAL PARTNER, PLUS:

  • Customized monthly financial reporting

  • Customized financial and operational dashboards

  • Profitability reporting, analysis, and strategic recommendations

  • Weekly strategic operational meetings

  • Assistance closing the books

  • Detailed annual budget preparation

  • Discounted hourly rate for CFO support on special projects

  • Priority support 8am-8pm M-F

​

  • Available Add-ons:

    • Bookkeeping Catch Up​

    • Accounting Automation

    • Financial statement audit support

Premier Partner
Investment of
$5,750/month
 

  • EVERYTHING INCLUDED IN ESSENTIAL AND SIGNATURE PARTNERS, PLUS:

  • Experienced CFO integrated into your business

  • Unlimited customized monthly financial reports

  • Unlimited customized financial and operational dashboards

  • Unlimited detailed profitability reports

  • Accounting team leadership and support

  • Detailed annual budget preparation, with unlimited mid-year updates

  • Detailed Board reporting

  • On-site support (where available)

  • Annual audit preparation and support

  • Accounting systems integration and automation

  • Unlimited, on-demand support via email, text, and video call

Startup Special
One-Time $499
 

  • Assist with Accounting Software Selection (We don't earn referral fees, we do what is right for you!)

  • Setup a Custom Chart of Accounts for your business (This is really important!)

  • Link your bank account and credit card accounts to your account software (where possible)

  • Setup your Customer Lists and establish receivable balances

  • Setup your Vendor Lists and establish payable balances

  • Integrate payroll software (where possible)

  • Establish your balance sheet and ensure all accounts are properly reconciled

  • Create monthly Financial Statements​​

​​​

bottom of page