CFO Services Pricing
Explore our CFO Services Pricing as well as the Bookkeeping and Controller pricing.
Save up to 85% by outsourcing your accounting and finance costs.
We’ll build the financial framework needed to keep your business running smoothly. Think vendor/customer management, transaction automation, financial statements, and more.
Companies in the growth stage can benefit from a dedicated controller. Get investor-ready with advanced reporting, tax compliance, internal controls, and beyond.
Our strategic CFO services are primed for managing complex financial needs. We’ll handle financial planning and analysis, KPI reporting, and valuable industry expertise.

Flexible Plans Available
Does your business have unique financial needs? We’ll work with you to bundle the above services for a custom package that’s guaranteed to drive results.
BUNDLE SERVICES >Accountant

Enter transactions

AP/AR management

Accounting system optimization

Accrual or cash basis

P&L, balance sheet, cash flow statements
Controller

Internal controls & process improvement

State/local compliance

Sales/excise tax

Budget implementation

Budget review & analysis

Review of financials

Trend analysis

Collections

Billing support (domestic & international)

Advanced revenue recognition

Audit Support
CFO

Strategy sessions

Market research

Executive KPI reporting

Forecasting

Cashflow projections

Margin Analysis & Improvement

Equity/debt fund raising

Extensive custom financial report

Billing support (domestic & international)

Board Meeting Prep
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Tax credits
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Capitalization Strategy
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Software implementation
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Ad hoc projects & initiatives
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M&A analysis, support & execution
Included from all 3 levels

Technology driven real-time data

GAAP certified financial statements

Strong network of service providers
Plan Features
Everything you need — and nothing you don’t.
Enter transactions
Accounting system optimization
Accrual or cash basis
P&L, balance sheet, cash flow statements
AP/AR management
Internal controls & process improvement
State/local compliance
Sales/excise tax
Review of financials
Trend analysis
Collections
Billing support (domestic & international)
Advanced revenue recognition
Payroll
Audit Support
Strategy sessions
Market research
Executive KPI reporting
Budgeting & Forecasting
Cashflow projections
Margin Analysis & Improvement
Equity/debt fund raising
Extensive custom financial report
Board Meeting Prep
Tax credits
Capitalization Strategy
Software implementation
Ad hoc projects & initiatives
M&A analysis, support & execution
Technology driven real-time data
GAAP certified financial statements
Strong network of service providers
Bookkeeping







Controller














CFO









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Pricing FAQ's
Do you offer discounts for pre-revenue companies?
At the moment, we do not provide discounts for pre-revenue companies. We do, however, provide a mentorship program for select startups.
Learn more about our Advisory & Mentorship opportunities here.Your packages say “starting at…” but what exactly does that mean?
Our pricing starts at the corresponding amounts and increases in $50 increments depending on both the amount of bank and credit card transactions along with the complexity of your operations. Examples include prepaid expenses, revenue recognition, accrued expenses, debt, etc. We’ll discuss this pricing in full and upfront, so you’ll never be left in the dark when it comes to costs.
