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 written monthly report you can act on.
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.
$1,200/month
Up to $750k revenue. One entity, up to 3 bank and card accounts, up to 150 transactions a month, cash basis, simple payroll.
$3,000/month
$750k–$2.5M revenue. Up to 2 entities, up to 400 transactions a month, accrual basis, staff, contractors and sales tax.
$5,500/month
$2.5M–$5M revenue. Up to 3 entities, up to 800 transactions a month, lenders or investors, multiple revenue streams.
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 monthly reporting. A fractional CFO uses the numbers to decide what happens next: cash forecasting, budgeting, 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 is $5,500 a month for businesses doing $2.5M to $5M, and includes the bookkeeping and controller work, a 13-week cash forecast, budgeting, lender and investor reporting, and coordination with your tax plan.
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.
