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
Complex multi-entity operations, PE-backed companies, or pre-acquisition targets.
- ✓ 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 clients start with one tier and grow. 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 clients start at Controller and move to CFO within 3–4 months as they see the value of deeper analysis.
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. Some clients use us for fundraise prep or year-end cleanup. Most stay because ongoing visibility is worth it.
Ready to Talk Numbers?
30-minute discovery call. We'll review your setup, tell you which tier fits, and give you a straight answer on whether this makes sense for your business.
Book Your Free Call →