Bookkeeping, controller and CFO support in one monthly engagement for owner-led businesses whose revenue arrives unevenly and whose costs don't.
Bookkeeping
Transactions recorded, accounts reconciled, statements produced. Largely automated and always CPA-reviewed.
Controller
A monthly close by the 10th, reviewed reconciliations, payroll and sales tax oversight, and a cash forecast you can trust.
CFO
Forecasts, pricing, hiring, financing and tax strategy, decided with clear numbers and a partner who knows your business.
Month-to-month. Setup is quoted after a Clarity Call, based on the state of your books. If you don't feel a clear improvement in clarity and control within 90 days, your last month's fee is refunded in full.
$1,000/month
$250k–$1M revenue, one entity, simple payroll
$2,500/month
$1M–$3M revenue, multiple revenue streams, staff and contractors
$4,500+/month
$3M–$10M revenue, lenders or investors, multiple entities
A bookkeeper records what happened: transactions, reconciliations and statements. A controller makes sure those numbers are right, on time and under control: a monthly close by a deadline, reviewed reconciliations, payroll and sales tax oversight, and a cash forecast. A fractional CFO uses the numbers to decide what happens next: forecasting, pricing, cash strategy, lender and investor work, and tax strategy.
Across the market in 2026, light founder-facing CFO engagements typically run $2,500–$4,000 a month and standard engagements $4,000–$8,000. Our CFO Partner tier starts at $4,500 a month and includes controller-level close, forecasting, lender and investor reporting and quarterly tax planning.
A one-time, $1,500 review of your books, cash, margins and tax exposure, delivered as a clarity map with three dated actions. If you start a monthly engagement within 30 days, the full fee is credited to it.
No. Every engagement has a fixed fee quoted up front. Monthly services are month-to-month, and tax strategy plans are annual and can be billed monthly.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
