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Startups/Freelancers
CFO Services - Silver Package
1,200
Every month
+$1,200 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with up to 100 monthly transactions OR annual revenue of $100,000 to $250,000 seeking entry-level CFO oversight.
Valid until canceled
Services Included:
• Categorization and reconciliation of up to 3 accounts
(bank, credit card, or third-party accounts)
• Financial strategy planning with monthly strategy sessions
• Monthly financial reports
(Profit & Loss, Balance Sheet, Cash Flow)
• Annual budgeting and forecasting assistance
• Tax planning coordination
• Payroll for up to 3 employees included
• Portal Support
• Month End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Gold Package
1,500
Every month
+$1,500 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 101 to 200 monthly transactions OR annual revenue of $100,000 to $250,000 seeking entry-level CFO oversight.
Valid until canceled
Services Included:
• Categorization and reconciliation of up to 3 accounts
(bank, credit card, or third-party accounts)
• Financial strategy planning with monthly strategy sessions
• Monthly financial reports with detailed performance
insights (Profit & Loss, Balance Sheet, Cash Flow)
• Profitability analysis by service line
• Annual budgeting and forecasting assistance
• Tax planning coordination
• Payroll for up to 3 employees included
• Portal Support
• Month End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Platinum Package
2,800
Every month
+$2,800 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 201–250 monthly transactions OR annual revenue between $500,000 and $1,000,000.
Valid until canceled
Services Included:
• Categorization and reconciliation of up to 4 accounts
(bank, credit card, or third-party accounts)
• Financial strategy planning with monthly strategy sessions
• Advanced cash flow monitoring and management
• Budget creation and variance tracking
• Participation in executive or board meetings
to present financial insights
Monthly financial reports with detailed performance insights
Tax planning coordination
• Portal Support
• Month End Zoom Meeting
& Year End Zoom Meetings
Add-Ons:
Payroll: $199/month for up to 5 employees
• Additional Accounts
$75/month for each additional
• Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Diamond Package
4,500
Every month
+$4,500 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 250–500+ monthly transactions OR annual revenue exceeding $1,000,000.
Valid until canceled
Services Included:
• Categorization and reconciliation of up to 6 accounts
(bank, credit card, or third-party accounts)
Financial strategy planning with 2X a month strategy session
Cost and margin analysis for service lines or departments
Participation in executive or board meetings
to present financial insights
Comprehensive budgeting, forecasting, and variance tracking
Monthly financial reports with detailed performance insights
Tax planning coordination
• Portal Support
• Month End Zoom Meeting
& Year End Zoom Meetings
Add-Ons:
Payroll: $199/month for up to 5 employees
Additional Accounts:
$75/month for each additional
Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Select Your CFO Package
Find one that works for you