Simple, transparent starting points
Every business is different, but clarity shouldn’t be. These are typical starting levels for CFO Enrollment. Final pricing depends on complexity, volume, and the mix of services you need.
Monthly CFO Support & Projects
- Monthly bookkeeping & financial close
- Bank & credit card reconciliations
- Chart of accounts maintenance
- Standard monthly financial reports
- Quarterly review call to walk the numbers
Best for owner-operated businesses that want to get organized and make sure everything is accurate and tax-ready.
Talk about Starter- Everything in Starter
- Monthly CFO call (strategy + questions)
- Cash flow planning and simple forecasting
- Pricing & margin review by service or offer
- Basic KPI dashboard for quick insight
- Quarterly “what-if” planning sessions
Best for businesses that are growing, hiring, or preparing for larger decisions and want a CFO in their corner.
Talk about Core- Books catch-up for 1–12+ months behind
- Misclassified transaction review and corrections
- Account cleanup and reconciliations
- Pro forma income statements (6–24 months)
- Pricing-for-profit analysis & breakeven views
Best for businesses that need a reset, are planning a new offer or location, or want to pressure-test pricing before making big moves.
Discuss a projectHow pricing actually works
I keep pricing simple and honest. The numbers on this page are starting points. Your final fee is based on a few practical realities.
- Transaction volume: How many accounts and transactions we’re handling each month.
- Complexity: Multiple entities, locations, revenue streams, or grants.
- Condition of your books: Whether we’re maintaining a clean system or reversing years of “creative” bookkeeping.
- Level of involvement: Quarterly check-ins vs. deep monthly strategy.
We’ll talk through all of this before you commit to anything, so there are no surprises.
What you’re really paying for
- Clean, reliable numbers every month
- Less stress at tax time and in audits
- Clear visibility into what’s profitable and what isn’t
- A CFO to translate “accounting” into real decisions
The goal is that your decisions, pricing, and planning more than pay for the cost of the service.
Common questions about pricing
Can I start small and upgrade later?
Yes. Many clients begin with cleanup or Starter and move into Core once the basics are in place and they’re ready for more guidance.
Is there a minimum commitment?
For monthly work, I generally recommend a three-month runway to properly stabilize, structure, and establish a rhythm. After that, we can adjust as your needs evolve.
What if my books are in really rough shape?
That’s what the cleanup range is for. We’ll assess how far behind things are, how many accounts you have, and how much reconstruction is needed, then quote a realistic project fee.
Want to see where you’d fall on this range?
The quickest way to get specific is a 30–45 minute clarity call. We’ll look at your reality, not just the price on the page.
Schedule a Clarity Call