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Startups/Freelancers
CFO Services - Silver Package
1,250
Every month
+$1,250 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with up to 100 monthly transactions OR annual revenue of $100,000 to $250,000 seeking entry-level CFO oversight.
Valid until canceled
Services Included:
☑️ Categorization and reconciliation of up to 3 accounts
(bank, credit card, or third-party accounts)
☑ Financial strategy planning with monthly strategy sessions
☑️ Monthly financial reports
(Profit & Loss, Balance Sheet, Cash Flow)
☑️ Annual budgeting and forecasting assistance
☑️ Tax planning coordination
☑️ Payroll for up to 3 employees included
☑️ Portal Support
☑️ Month End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Gold Package
1,500
Every month
+$1,500 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 101 to 200 monthly transactions OR annual revenue of $100,000 to $250,000 seeking entry-level CFO oversight.
Valid until canceled
Services Included:
☑️ Categorization and reconciliation of up to 3 accounts
(bank, credit card, or third-party accounts)
☑ Financial strategy planning with monthly strategy sessions
☑️ Monthly financial reports with detailed performance
insights (Profit & Loss, Balance Sheet, Cash Flow)
☑️ Profitability analysis by service line
☑️ Annual budgeting and forecasting assistance
☑️ Tax planning coordination
☑️ Payroll for up to 3 employees included
☑️ Portal Support
☑️ Month End Zoom Meetings
& Year End Zoom Meetings
Add-Ons:
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Platinum Package
2,800
Every month
+$2,800 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 201–250 monthly transactions OR annual revenue between $500,000 and $1,000,000.
Valid until canceled
Services Included:
☑️ Categorization and reconciliation of up to 4 accounts
(bank, credit card, or third-party accounts)
☑️Financial strategy planning with monthly strategy sessions
☑️ Advanced cash flow monitoring and management
☑️ Budget creation and variance tracking
☑️ Participation in executive or board meetings
to present financial insights
Monthly financial reports with detailed performance insights
☑️ Tax planning coordination
☑️ Portal Support
☑️ Month End Zoom Meeting
& Year End Zoom Meetings
Add-Ons:
☑️ Payroll: $199/month for up to 5 employees
☑️ Additional Accounts
$75/month for each additional
☑️ Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Startups/Freelancers
CFO Services - Diamond Package
4,500
Every month
+$4,500 1-Mo. Retainer + Bookkeeping to Start
Ideal for: Businesses with 250–500+ monthly transactions OR annual revenue exceeding $1,000,000.
Valid until canceled
Services Included:
☑️ Categorization and reconciliation of up to 6 accounts
(bank, credit card, or third-party accounts)
☑️ Financial strategy planning w/ 2X a mo. strategy session
☑️ Cost and margin analysis for service lines or departments
☑️ Participation in executive or board meetings
to present financial insights
•Comprehensive budgeting, forecasting, and variance tracking
Monthly financial reports with detailed performance insights
☑️ Tax planning coordination
☑️ Portal Support
☑️ Month End Zoom Meeting
& Year End Zoom Meetings
Add-Ons:
☑️ Payroll: $199/month for up to 5 employees
Additional Accounts:
☑️ $75/month for each additional
Tax Preparation: LLCs: $1,100
S-Corps: $1,500 & up
C-Corps: Consultation required
Select Your CFO Package
Find one that works for you