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Fractional CFO Team Plans & Pricing


Service Description Premier Plus Essential
Accounting Services
Bookkeeping Up to 100K in Monthly Expenses ✔ ✔ ✔
AP Management Bill Pay, Approvals, Processing Payment - Up to 20 Bills  ✔
  ✔ ❌
Invoice Management Preparing and Sending Custom Invoices - Up to 20 Invoices ✔  ❌ ❌ 
Payroll Management Managing Employee Payroll - Up to 20 Employees ✔  ❌
 ❌
Sales Tax Monthly Sales Tax Management & Filing  ✔  ❌ ❌ 
Accounting Support - Lite Slack & Email ❌  ❌  ✔ 
Accounting Support - Growth & Scale Up to 2 Hours of Live Accounting Monthly Meeting ✔ ✔ ❌ 
CFO Services
Board / Management Reporting Monthly Preparation of Board / Management Reports ✔ ✔ ❌
Weekly Leadership Team Meetings Up to 4 Hours per Month of Live Leadership Team Meetings  ✔ ❌ ❌
CFO Support - Lite Slack & Email ❌ ❌ ✔ 
CFO Support - Scale & Growth Up to 4 Hours per Month of Live CFO Monthly Meetings or General Support ✔   ✔ ❌
Total Monthly Fees 8,450 4,350 1,600
       
One-Time Onboarding Fees
One-Time Onboarding Fee - Lite Lite Plan - One-Time Fee Billed at Contract Signing ❌ ❌  ✔
One-Time Onboarding Fee - Growth Growth Plan - One-Time Fee Billed at Contract Signing ❌  ✔ ❌
One-Time Onboarding Fee - Scale Scale Plan - One-Time Fee Billed at Contract Signing  ✔ ❌ ❌
Total One-Time Onboarding Fees 5,500 3,300 2,200
       
Special Projects / Add-Ons
Deploy Business Growth Strategy Framework (OKRs or EOS) Create structured systems for goal-setting, accountability, and performance tracking. Optional Optional Optional
Quarterly Strategy Execution Meetings Leadership Team or CEO/CFO Quarterly Meeting (4-Hour Mtg + 2-Hour Prep per Qtr) Optional Optional Optional
Deploy Bill.com AP Software Process Improvement - Accounts Payable Semi-Automation Optional Optional Optional
Deploy Avalara Sales Tax Software Process Improvement - Sales Tax Management and Remittance Optional Optional Optional
Deploy Ramp Corporate Expense Software Process Improvement - Company Credit Card & Expense Management Optional Optional Optional
Accountant Special Project Accounting Clean-up, System Migration, Process Development, Audit Support, Exit Readiness, etc. Optional Optional Optional
CFO Special Project M&A Prep, Business Model Optimization, Advanced Cash Flow Modeling, Scenario Planning, etc. Optional Optional Optional
Special Projects Fees   Get Quote Get Quote Get Quote

 

Get a Custom Quote

Need a tailored solution? Our standard plans cover most businesses, but we understand every company has unique needs—whether you're looking for comprehensive accounting support or CFO-only services. Request a custom quote configured specifically for your business size, transaction volume, and complexity requirements. Our team will design a cost-effective package that delivers maximum value by including only the services you need, when you need them.