CFO Solutions and Pricing

CORE CFO

For small businesses seeking foundational financial guidance and support.

Services Include:

• Monthly financial analysis and cash flow management to maintain stability.

• Budget creation and monitoring tailored to your business needs.

• Strategic financial planning and long-term goal setting.

• Quarterly strategy sessions to assess performance and refine plans.

Pricing: Starting at $650/month.

GROWTH CFO

Ideal for businesses in growth mode, ready to scale with strategic financial leadership.

Services Include:

• All Core Plan services included

• Detailed monthly financial analysis with customized insights to drive growth.

• Cash flow management and forecasting aligned with expansion goals.

• Guidance on securing funding, including investor presentations and financial modeling.

• Bi-monthly strategy sessions and ongoing KPI tracking for optimized performance.

Pricing: Starting at $1,000/month.

PREMIER CFO

Designed for established businesses requiring comprehensive financial leadership and strategy.

Services Include:

• All Growth Plan services included



• In-depth financial analysis, forecasting, and scenario planning for complex operations.

• Strategic cash flow management and budget oversight to support long-term initiatives.

• Expert coordination and guidance for mergers, acquisitions, or significant capital initiatives through a trusted network of professionals.

• Monthly executive strategy sessions and real-time reporting to ensure alignment with business goals.

Pricing: Starting at $1,250/month.