Pricing

Financial Packages for Where You Are and Where You’re Going

Our plans meet you at your current stage of business with the right level of bookkeeping, controller oversight, and fractional CFO guidance, while giving you the support to grow with clarity and confidence.

Start with Foundation, choose Growth, or work with a CFO Partner when you’re ready to elevate your financial strategy.

Foundation

A solid starting point for small businesses and startups that need their books handled the right way. You’ll get clean, reliable financials every month so you can focus on running your business.

From $450/mo

Daily bookkeeping and bank reconciliations

Vendor bills and expense tracking made simple

Bank reconciliations

Month-end close with clear financial reports

One connected system, such as QuickBooks Online

Best for up to 700 annual transactions

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Growth

Designed for growing companies that need more than bookkeeping. This package gives you stronger reporting, cash flow oversight, and the financial clarity to make smarter decisions.

From $950/mo

Everything in Foundation, plus:

Oversight of receivables, payroll, and compliance tasks

Support with cash flow management and planning

Monthly financials review

One base plus one additional connected system

Best for up to 1,400 annual transactions

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Elevate

Built for businesses ready for strategic guidance. With CFO-level insight alongside accurate reporting, you’ll have the financial leadership and support to plan your next stage with confidence.

From $2,950/mo

Includes everthing in Growth, plus:

Regular CFO sessions and financial strategy meetings

Investor-ready reporting and board packages

Support with fundraising, mergers, acquisitions, or financing

Risk reviews and growth opportunity planning

One base plus two additional connected systems

Best for up to 5,000 annual transactions

Book a Free Consultation

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FAQs: Fractional CFO, Controller & Bookkeping Pricing

Do you publish fixed prices?

Every engagement is scoped to your needs. We offer monthly retainers, project-based work, and hourly support. Pricing reflects transaction volume, team size, systems, reporting cadence, and on-site needs.

Is there a minimum commitment?

Bookkeeping/controller retainers are typically month-to-month; project work is fixed-scope; fractional CFO retainers often start with a 3-month runway to deliver a roadmap and cadence.

What’s included vs. out-of-scope?

Included: close/reconciliations, controls, dashboards, and forecasting per scope. Out-of-scope: tax filing and audit/attest (we coordinate with your CPA), payroll processing, and historical clean-up—these can be added as separate projects.

Choose Your Ideal CFO Plan

Discover tailored financial leadership packages designed to accelerate your growth and streamline your operations.

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