Beyond just outsourced CFO expertise, we’re your trusted partners for tactical strategies and expert guidance. With us, you’re not alone on your business journey.
Our pricing is as lean as our solutions—no frills, just focused outcomes. We streamline information delivery through a defined process, ensuring you have what you need. Say goodbye to overpriced full-time options or disconnected part-time services. We’re here for small businesses, with pricing that makes sense.
Choose the right plan for your business
Just want an hourly consultation?
Pocket CFO
Outsourced CFO
Outsourced CFO
+ Controller
$850/month
$2200/month*
$3100/month*
Custom Reporting Package: Tailored reports featuring key financial and operational metrics to keep you informed.
Tax Planning & Review Tips: Regular tax analysis and planning strategies to keep you on track.
Budgeting and Forecasting: A comprehensive budget and forecast to project future performance and cash flow.
Annual Budget
Rolling 12-Month Forecast & Budget
Rolling 12-Month Forecast & Budget
Monthly Close Notes for Bookkeeper: Detailed notes for your bookkeeper to enhance the accuracy of your financials.
Monthly Financial & Metric Review: In-depth monthly analysis and discussion of performance, strategy, and emerging opportunities.
Monthly Recorded Video
Monthly Meeting
Monthly Meeting
Unique Business Metrics: Development and tracking of bespoke KPIs aligned with your business objectives and growth goals.
Built-in Project Support: Our pricing covers financial strategy and management, including a scope of one project per quarter.
On-Demand CFO Access: Direct, anytime access for strategic advice, immediate answers, and expert guidance whenever you need it.
Monthly Accounting Close: Monthly transaction coding, account reconciliation, custom month-end close process, and supportive schedule creation
Ticket Support System Access: Get answers to your questions with a 48-hour turnaround via our dedicated support system.
Choose the right plan for your business
Just want an hourly consultation?
Pocket CFO
$850/month
Annual Budget Preparation: A comprehensive yearly budget to guide your financial planning.
Budgeting and Forecasting: A comprehensive budget and forecast to project future performance and cash flow.
Tax Planning & Review Tips: Regular tax analysis and planning strategies to keep you on track.
Monthly Financial & Metric Review: Personalized video walkthrough of your financial statements each month..
Monthly Close Notes for Bookkeeper: Detailed notes for your bookkeeper to enhance the accuracy of your financials.
Ticket Support System Access: Get answers to your questions with a 48-hour turnaround via our dedicated support system.
Sign Up for Your Pocket CFO
Outsourced CFO
$2200/month*
Monthly Strategy & Review Call: In-depth monthly meetings to discuss performance, refine strategy, and address emerging opportunities.
Advanced Reporting Package: Customized reports featuring detailed financial and operational metrics, tailored to your business.
Unique Business Metrics: Development and tracking of bespoke KPIs aligned with your business objectives and growth goals.
Rolling 12-Month Forecast: Continuous financial forecasting to project future performance and cash flow.
Monthly Close Notes for Bookkeeper: Detailed notes for your bookkeeper to enhance the accuracy of your financials.
Tax Planning & Review Tips: Regular tax analysis and planning strategies to keep you on track.
Built-in Project Support: Our pricing covers financial strategy and management, including a scope of one project per quarter.
On-Demand CFO Access: Direct, anytime access for strategic advice, immediate answers, and expert guidance whenever you need it.
Ticket Support System Access: Get answers to your questions with a 48-hour turnaround via our dedicated support system.
Let's Book a Call To Learn More about Outsourced CFO Services
Outsourced CFO
+ Controller
$3100/month*
All Outsourced CFO Services: Comprehensive, high-touch CFO support tailored to your business.
Monthly Accounting Close: Monthly transaction coding, account reconciliation, custom month-end close process, and supportive schedule creation