Monthly Services

Fractional CFO Services

$2,499 - $7,499 / month

Scalable CFO support that grows with your business needs

For established businesses needing advanced financial leadership.

Executive-Level Insight, On Your Terms - Gain strategic financial leadership without hiring full-time. Our Fractional CFO package includes forecasting, cash flow planning, and performance analysis—perfect for growth-minded businesses.

🔹 Services Included:

✅ Bookkeeping

✅ Monthly Financial Statements Package

✅ Annual Tax Reporting Package

✅ Quarterly Finance Strategy Call

✅ Cashflow Forecasting

✅ Custom Quarterly Tax Estimates

✅ Monthly check-ins

✅ Quarterly deep-dive planning sessions

✅ Advanced financial forecasting & strategic planning

Recommended for business owners with $500K - $3M in annual revenue.

CFO Lite Services

$1,199 - $3,999 / month

Expert financial strategy—small investment, full impact

For businesses seeking financial strategy without a full CFO commitment.

Your financial co-pilot for smarter business decisions and roadmap to sustainable financial growth. With ongoing financial reviews, strategic planning, and proactive advice, CFO Lite package empowers you to lead with clarity and stay ahead of the curve.

🔹 Services Included:

✅ Bookkeeping 

✅ Monthly Financial Statements Package

✅ Annual Tax Reporting Package

✅ Quarterly Finance Strategy Call

✅ Cashflow Forecasting

✅ Custom Quarterly Tax Estimates

✅ Strategic planning aligned with business goals

✅ Monthly strategy call to review results & realign goals

Recommended for business owners with $200K - $1M in annual revenue.

Concierge Bookkeeping Services

Starting at $599+ / month

High-touch bookkeeping so you can focus on growing your business

For startups, freelancers, and small businesses needing streamlined financial tracking.

Effortless financial management tailored to your business. With precision bookkeeping, clear reporting, and proactive support, our concierge service delivers peace of mind and polished numbers—so you can lead with clarity and confidence.

🔹 Services Included:

✅ Bookkeeping

✅ Monthly Financial Statements Package

✅ Chart of Accounts Customization

✅ Annual Tax Reporting Package

✅ Unlimited Email Support

Recommended for business owners with $100K+ in annual revenue.

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