Tax Advisory and Filing
CFO Services
Running a business without a clear financial strategy is like driving without a map—risky, stressful, and likely to cost you more in the long run. That’s where we come in.
Our Fractional CFO Services provide high-level financial guidance without the full-time salary of an in-house CFO. Whether you're a growing company that needs strategic oversight or an established business ready to level up, we offer the expertise to help you scale with confidence.
We go beyond basic bookkeeping to give you the insight and structure your business needs to thrive. From payroll and budgeting to software integration, 1099 compliance, and high-level forecasting—we’re your strategic partner in building a smarter, more efficient operation.
You'll gain:
Expert financial oversight without the overhead
Clear reports and metrics to guide decision-making
Systems and processes that save time and reduce risk
Proactive support for cash flow, tax planning, and growth
We don't just help you manage your money—we help you make the most of it.
Pricing
CFO service pricing is based on business complexity, the number of transactions/accounts, and the level of advisory support needed.
Essentials
Starting at $1,250/month
Foundational financial insight and monthly guidance. Perfect for businesses that want professional oversight of their books, reporting, and cash flow—but don’t need full-scale strategic planning (yet).
Monthly financial report review
QuickBooks review and account trends
Basic budget and cash flow insight
Email support for financial questions
Ideal for steady businesses with clean books needing light advisory.
Growth
Starting at $2500/month
More structure. More insight. More confidence. For growing businesses looking to build budgets, manage cash flow, and start planning ahead. We provide ongoing guidance so you can scale smart. Includes everything in Essentials, plus:
Monthly or bi-monthly CFO meetings
Budgeting and rolling cash flow forecasts
Financial dashboards with key metrics
Hiring, compensation, and pricing support
Collaboration with your tax advisor
Best for businesses preparing to scale or bring on a team.
Premier
Starting $7,000
Your strategic financial partner at the highest level. For businesses navigating major growth, complexity, or leadership transitions. CFO Premier includes deep financial modeling, board prep, and ongoing strategic support. Includes everything in Growth, plus:
Weekly or bi-weekly CFO meetings
Custom financial modeling & scenario planning
Departmental budget development
Asset & liability management
Coordination with legal/tax partners
Investor or board meeting support
Ideal for high-growth companies or CEOs who need a trusted financial right-hand.
Not sure which tier fits your business?
Book a CFO Intro Call and let's explore the right level of support together.
Want Seamless Support from Strategy to Execution?
CFO services give you the big-picture strategy. Bookkeeping makes that strategy work day-to-day.
That's why many of our clients choose to bundle monthly bookkeeping with their CFO plan - for a fully integrated financial solution, all under one roof.
Optional Add-on: Bookkeeping Services
Add expert bookkeeping to your CFO package and get:
Accurate, timely financial data ready for CFO review
One team, one system, zero handoffs
Simplified monthly workflows
Priority support & Year-end tax readiness