Elite CFO Services,
Clear Pricing
Strategic finance leadership from practitioners who've scaled companies to $100M+. No long-term contracts. Real outcomes, not just reports.
CFO & FP&A Services
Strategic finance that drives business outcomes
FP&A Insights
Monthly reporting with strategic insights
- Monthly financial report package
- AI-powered "So What" insights & recommendations
- Key metrics dashboard
- Cost-cutting & growth opportunities identified
- QuickBooks sync
- Email support
Fractional CFO
Full CFO partnership with strategy calls
- Everything in FP&A Insights
- Monthly 1:1 strategy call (60 min)
- Personalized financial analysis
- Budget vs. actuals review
- Hiring & spending decision support
- Cash flow optimization
Strategic Partner
Board-level engagement for high-growth
- Everything in Fractional CFO
- Board deck preparation
- Board meeting attendance
- Fundraising support
- Due diligence preparation
- M&A support
- Unlimited calls & priority response
Optional Add-Ons
Need clean books too? Add accounting services for a complete solution.
Accounting Services
Clean books that feed your strategic insights
- Monthly close & financial statements
- Transaction processing & coding
- Bank & account reconciliations
- AP/AR management
- QuickBooks/Xero management
AP & Invoicing Services
Bill pay, invoicing, and collections support
- Accounts payable & bill pay
- Customer invoicing
- Collections follow-up
- Vendor management
- Payment processing
Add-ons pair seamlessly with any CFO tier. Your accounting feeds directly into your strategic insights.
Discuss Your NeedsCommon Questions
What makes your CFO services different?
Our team includes Harvard MBAs, former CEOs/CFOs, and private equity veterans who've scaled companies to $100M+. We combine elite practitioner experience with AI-powered analytics to deliver measurable impact—our clients consistently see 5-10x ROI on their investment.
Do I need to buy accounting services?
No. Our core offering is strategic CFO/FP&A services. Many clients already have solid accounting in place. Accounting and controller services are optional add-ons for clients who want everything under one roof.
How does revenue-based pricing work for add-ons?
Accounting and controller add-ons are priced as a percentage of your annual revenue, billed monthly. This ensures the service scales with your business complexity. CFO services remain flat monthly fees regardless of your revenue.
What results can I expect?
Our clients consistently see 5-10x ROI on their investment through margin improvements, cash flow optimization, and clearer visibility into growth drivers. We focus on actionable insights that drive decisions, not just dashboards.
How quickly will I see value?
For CFO services, you'll have your first insights report within 1 business day of connecting QuickBooks. For accounting add-ons, expect a 60-90 day transition period to fully take over the books.
Is there a minimum commitment?
We recommend at least 3 months to see meaningful results, but there are no long-term contracts. Cancel anytime. We earn your business every month.
Ready for strategic finance leadership?
Let's discuss how we can drive real outcomes for your business.