Pricing That Makes Sense For Companies That Need Real Finance
No hidden fees. No long-term contracts. No junior staff. One senior CGMA with 24 years in professional finance. Month to month.
Growing businesses that need clean books and CFO-supervised accuracy.
- ✓ Transaction recording & categorization
- ✓ Bank & credit card reconciliation
- ✓ AP/AR management
- ✓ Monthly P&L & Balance Sheet
- ✓ Payroll journal support
- ✓ Sales tax tracking
- ✓ Year-end CPA-ready package
Single-entity businesses that need clean books and clear reporting.
- ✓ Monthly management accounts by the 5th
- ✓ P&L, balance sheet, cash flow statement
- ✓ KPI dashboard (10 core metrics)
- ✓ 13-week cash flow forecast
- ✓ Bank and credit card reconciliation
- ✓ Monthly strategy call (45 min)
- ✓ Email support throughout the month
- ✓ CPA-ready working papers at year-end
Growing companies with multi-entity structures, investors, or complex revenue.
- ✓ Everything in Controller, plus:
- ✓ Multi-entity consolidation
- ✓ Investor/board reporting
- ✓ Financial modelling and scenario analysis
- ✓ Fundraise and acquisition support
- ✓ Budget vs actual variance analysis
- ✓ Ad-hoc analysis and decision support
- ✓ Attend board meetings and investor calls
Multi-entity operations or businesses heading toward a sale or raise.
- ✓ Everything in CFO, plus:
- ✓ Dedicated priority support
- ✓ Weekly (not monthly) cash flow updates
- ✓ Due diligence preparation
- ✓ Quality of earnings support
- ✓ Custom financial dashboards
- ✓ System implementation oversight (QBO → NetSuite)
- ✓ Unlimited ad-hoc requests
What's Not Included
Tax preparation and filing (that's your CPA's job — we prepare everything they need). Payroll processing (we recommend Gusto or ADP and handle journal entries).
Need a Complete Finance Department?
Most businesses start with one tier and grow into the next. But if you need bookkeeping, controller, and CFO coverage from day one — we build a complete outsourced finance department tailored to your business. One team, one relationship, clean books to board decks.
Explore Full Finance Department →Not Sure Where to Start?
Our $2,500 Financial Health Assessment is a one-time diagnostic: we review your books, map your cash flow, identify quick wins, and deliver a written report with clear recommendations — even if you don't become a client.
Learn More About the Assessment →Common Questions About Pricing
Why is this cheaper than hiring a full-time CFO?
A full-time CFO in Texas costs $180K–$250K/year plus benefits, equity, and office space. That's $18K–$25K/month fully loaded. You're getting the same output for a fifth of the cost.
Can I switch tiers?
Yes. Up or down, any month. No penalty. Most owners should start at Controller and move up when board-level work appears — investor reporting, financial modelling, fundraise support.
Is there a setup fee?
No. Onboarding is included. We connect to your systems, review your chart of accounts, and deliver your first management pack within 2 weeks — all included in the monthly fee.
What if I only need help for 2–3 months?
That's fine. No minimum commitment. Short engagements — fundraise prep, year-end cleanup — work fine. If the monthly visibility earns its keep, you can stay on.
Cost & Comparison Guides
Straight answers on what finance support actually costs — and honest, side-by-side comparisons to help you choose. Written by Stuart Wilson, ACMA CGMA.
What it costs
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Ready to Talk Numbers?
Send your details in a one-minute form. Stuart reviews your setup, tells you which tier fits, and gives you a straight answer on whether this makes sense for your business — by email, no phone call required.
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