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
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
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
Choose Your Ideal CFO Plan
Discover tailored financial leadership packages designed to accelerate your growth and streamline your operations.