*Price TBD upon review

Ideal for: businesses of all sizes looking for regular bookkeeping maintenance and management. Whether you are transitioning from an in-house bookkeeper as a cost-effective solution or are just getting started with a box full of receipts for tax time, our goal is to join you on your journey and help streamline your life in a way you never thought possible. Oh, the things you’ll accomplish when your records are put on autopilot!

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Breakdown:

One of our most popular services, we keep track of your expenses, prepare your books for tax time, consult you when questions emerge, and give you peace of mind at every stage. This service is 100% remote and handled completely online. Current bookkeeping clients are eligible for expanded CFO services if desired.

Starting at $1,500/month
3-month minimum

Ideal for: entrepreneurs who want clarity and confidence without full-scale CFO support. You don’t need to drown in spreadsheets or wonder if you can afford your next move. That's where we come in. With CFO Lite, you get simple, clear answers about your money every month so you'll always know what the next move will bring. Let's get your business ready to scale and earn, so you can make every financial decision with confidence.

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Includes:

• One monthly 60 minute financial strategy call
• Customized monthly reporting package (P&L, Cash Flow, KPIs)
• Profit allocation plan (owner’s pay, taxes, reinvestment)
• Email support for quick clarifications

Starting at $3,000/month
6-month minimum

Ideal for: scaling entrepreneurs building a team and needing strategic financial leadership. Imagine knowing exactly what to spend, save, and invest every single month. The Signature CFO Retainer is your dedicated financial leadership team in one partner.

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Includes:

• Two monthly 60–90 minute CFO strategy calls
• Customized dashboard & monthly reporting package
• Quarterly forecasting & budget planning
• Offer, pricing & profitability analysis
• Full cash flow management (allocations, reserves, reinvestment)
• Slack/Voxer access with 24h turnaround
• Coordination with your bookkeeper/accountant

Starting at $6,500/month
12-month minimum

Ideal for: multi-million-dollar CEOs scaling to the next level with executive partnership or those expanding upon preexisting systems. You’re building something big, and you need a true partner at the table. CFO Premium is everything a full-time CFO provides—without the $250k+ salary.

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Includes:

• Weekly 60–90 minute executive strategy calls
• Weekly financial reporting & KPI dashboard
• Scenario modeling (expansion, hiring, investments)
• Same-day Voxer/Slack access
• Leadership & direction for your finance team (bookkeeper, CPA, ops manager)
• Annual strategic planning retreat (virtual or in-person)

*Price TBD upon review

Ideal for: individuals seeking a Financial Officer for their personal life. Running a business is complex but translating that success into your personal bank account, savings, and lifestyle can be even harder. We act as your Personal CFO, helping you organize, plan, and optimize your entire financial picture.

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Breakdown:

We’ll track where your money is going, set up systems for your household budget, manage cash flow, monitor debt payoff strategies, and align your personal spending with your bigger goals, like buying your dream home, funding college, or traveling the world. Clients in this category experience greater confidence, clarity, and success as it pertains to their personal financial development and future planning. Time to live the life of your dreams!