Pricing

Financial leadership, scaled to fit.

Every engagement is scoped to what your business actually needs. Here's how pricing works — and what's included at each level.

Tier 1
Financial Foundation
Starting at $1,200/mo

Clean books, reliable reporting, and a month-end close you can trust. For businesses that have outgrown DIY accounting.

What's included
  • Bookkeeping oversight & QBO management
  • Bank & credit card reconciliations
  • Month-end close process
  • Monthly financial statements
  • Accounts payable & receivable management
  • Payroll oversight & reconciliation
  • Sales tax & payroll tax filing oversight
Book a discovery call
Most popular
Tier 2
Fractional Controller
Starting at $2,500/mo

Full financial visibility and operational control. For businesses that need to understand their numbers — not just record them.

Everything in Foundation, plus
  • Budget-vs-actual variance reporting
  • Cash flow forecasting
  • KPI dashboards & management reporting
  • Payroll compliance & benefits coordination
  • Year-end CPA coordination & workpaper prep
  • Process documentation & internal controls
  • Vendor & contract management
  • App & integration management
Book a discovery call
Tier 3
Fractional CFO
Starting at $5,000/mo

Strategic financial leadership for businesses navigating growth, capital raises, or complex regulatory environments.

Everything in Controller, plus
  • Strategic financial planning & modeling
  • Investor & lender reporting packages
  • Licensing & regulatory compliance management
  • Board & ownership reporting
  • Capital planning & debt structuring
  • Pricing & margin analysis
  • M&A support & due diligence
  • Systems implementation & integration
Book a discovery call
Entry point
Monthly Bookkeeping
$750/mo

Reliable, accurate bookkeeping for businesses that need the basics done right. A great starting point — most clients grow into a full Foundation or Controller engagement.

  • Transaction categorization
  • Bank & credit card reconciliations
  • Monthly P&L and balance sheet
  • QBO management & maintenance
Book a discovery call
Add-on
Payroll Processing
From $200/mo

Hands-on payroll execution through your existing provider — entering hours, processing pay runs, handling new hires and terminations. Available with any tier.

  • Under 15 employees — $200/mo
  • 15–30 employees — $350/mo
  • 30+ employees — custom

Payroll tax filings and deposits are handled by your payroll provider (Gusto, ADP, QBO Payroll, etc.).

Project-based engagements

Not everything fits a monthly retainer. One-time projects are scoped and quoted after a brief call. Billed at $150/hr or flat-rate depending on scope.

QBO setup or cleanup Financial model build Systems overhaul Compliance audit prep Process documentation
Get a quote
Industries served
Agriculture & cultivation Regulated industries Professional services Construction & trades Retail & e-commerce Hospitality

Common questions

What's the difference between a controller and a CFO?
A controller manages the accuracy and reliability of your financial records — the books, the close, the reporting. A CFO uses that information to drive strategy: forecasting, capital planning, investor relations. Many businesses need controller-level work first to build the foundation for strategic finance.
How is this different from hiring a bookkeeper?
A bookkeeper records transactions. A fractional controller or CFO oversees the entire financial function — ensuring accuracy, building processes, producing meaningful reports, coordinating with your CPA, and giving you the visibility to make decisions. I work at a higher level than bookkeeping, which means your books are not just done but done right.
Can I customize what's included?
Yes. Tiers set the baseline scope and level of involvement. During our discovery call, we walk through exactly what your business needs and build a package that fits — no paying for services you don't use.
What does onboarding look like?
We start with a scoping call to understand your current systems, pain points, and goals. From there I do a health check on your books, document your current processes, and build a 30-60-90 day plan. Most clients are fully onboarded within two to four weeks.
Do you work with my existing CPA?
Absolutely. I coordinate directly with your CPA or tax preparer on year-end workpapers, quarterly estimates, entity-level planning, and anything else they need. Clean, organized financials make their job easier — and save you money at tax time.
Does payroll oversight include running payroll?
Payroll oversight means reviewing payroll reports, reconciling to the general ledger, ensuring proper withholdings and classifications, and coordinating with your payroll provider. If you need someone to actually process payroll each pay period, that can be scoped as an add-on based on headcount and frequency.

Not sure which tier fits?

Book a free 30-minute discovery call. No pressure, no pitch — just an honest look at what you need.

Schedule a call