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 your plan
Concierge CFO
$
2500
Per Month
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90 Minutes Monthly Call to Disucss Performance and Strategy
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Custom reporting package with financial and operational metrics
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Unique tracking metrics developed for your business and goals
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Easy strategic planning process that delivers monthly tactics
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Rolling 12-month forecast to show future performance and cash flow
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48 hour bookkeeping & CFO inquiry response time
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A partner to bounce ideas off of and consult with difficult decisions
Concierge CFO + Controller
A full service solution to accurate books, financial acumen, and peace of mind.
$
3300
Per Month*
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All Concierge CFO Services
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Monthly coding of all transactions
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Monthly reconciling of all bank and credit card accounts
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Custom month end close process to ensure accurate and timely accounting
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Creation of schedules to support all closing process and balance sheet accounts.
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24 hour bookkeeping & CFO inquiry response time
*Pricing starts at $2850 per month but is