Packages & Pricing
Growth Plan
Financial oversight, reporting & business financial performance support
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Monthly KPI analysis
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Monthly performance review
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Cash-flow monitoring & guidance
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Budgeting & financial planning support
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Profitability review & margin checks
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AR & collections coordination
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Vendor & spend oversight
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Light HR support (payroll onboarding & compliance guidance)
Bookkeeping & payroll available as an add-on
Starting at $4,000/Month
Fractional CFO Plan
Strategic finance leadership to scale, strengthen, and optimize your business
• Strategic financial planning & execution
• Financial modeling & forecasting
• Pricing strategy & profitability optimization
• Cash-flow planning & capital allocation
• Executive reporting & decision-support
• Bank, lender, & investor communications
• KPI design & accountability systems
• Quarterly financial deep-dive & strategy reset
• Exit, valuation & growth-planning advisory
Routine bookkeeping, payroll, and day-to-day AP/AR support available as add-ons.
Starting at $5,000/Month
Small Business Support Plan
Flexible bookkeeping support for early-stage and solo businesses
• On-demand bookkeeping assistance
• QuickBooks setup & guidance
• Financial check-ins (as needed)
• Support with categorizing transactions
• Cleanup support available
Custom pricing - tailored to your needs
Trusted by businesses in construction, automotive, real estate, retail, and professional services.
All engagements include secure cloud accounting systems and dedicated support.
