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.
Compliance Starter
starting at- Monthly bookkeeping + reporting
- Compliance checks (tax deadlines, filings)
Growth Core
starting at- Everything in Starter
- KPI dashboard (cash runway, burn rate, profitability metrics)
- Quarterly strategy session
CFO Enrollment Elite
starting at- Everything in Core
- Capital readiness (investor decks, bank DSCR analysis, audit-prep)
- Monthly CFO strategy calls
Cancel anytime with 30-day notice. Upgrade as your business grows.
What you get with CFO Enrollment
Investor-ready financials
Audit-ready compliance
Cash flow clarity and forecasting
Board and stakeholder reporting
Over $200M in financing supported by our CFO leadership.
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.
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
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