Gain trusted CFO expertise to drive strategy, secure capital, and keep your business audit ready.

Designed for funded startups, growth-stage companies, and family businesses that need financial clarity and investor-ready reporting – without the cost of a full-time CFO.

Cancel anytime with 30-day notice. Upgrade as your business grows.

What you get with CFO Enrollment

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Investor-ready financials

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Audit-ready compliance

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Cash flow clarity and forecasting

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Board and stakeholder reporting

Over $200M in financing supported by our CFO leadership.

Frequently Asked Questions

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What's included in each service level?

Each tier builds on the previous one: Compliance Starter covers bookkeeping + reporting, Growth Core adds KPIs + strategy sessions, and CFO Elite includes capital readiness and ongoing CFO strategy.

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Can I switch plans later?

Yes — you can upgrade or downgrade at the start of any new billing cycle. Many clients start with Core and move into Elite as they scale.

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Do you require a long-term contract?

No. We offer month-to-month flexibility. Annual plans are available at a discount for clients who prefer stability.

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How do you handle onboarding?

We start with a 30-day onboarding process: financial data review, system setup, and a kickoff strategy call to align on goals.

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What industries do you work with?

We serve startups, nonprofits, growth-stage companies, and family-owned businesses. Our clients typically have revenues between $1M–$50M.

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Do you replace my CPA or tax preparer?

No — we don’t replace your CPA or tax preparer. We complement them by managing financial operations and reporting. When applicable, our internal CPA provides advisory support to strengthen your overall strategy.

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How is your service different from a part-time bookkeeper?

We provide strategic CFO guidance, audit-ready assurance, and growth planning — not just data entry.

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What makes the annual plan the best value?

Annual clients save up to 20% and receive priority support and an extra strategic session per year.

Limited new client openings available each quarter.

CFO Health Check Form

  • Tell Us Who You Are
  • About Your Business
  • Your Current Financial Setup
  • How We Can Reach You
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