Fractional CFO Service
Since 2018
Our Entire Team
For Less Than One In-House CFO
Basic
$3,500/Month
Annual Performance Reviews
General Account Reporting
General Meeting Scheduling
Recommended Revenue:
$3-5M / Year
Premium
$7,500/Month
Quarterly Performance Reviews
Custom Account Reporting
General Meeting Scheduling
Recommended Revenue:
$5-9M / Year
Executive
$9,000/Month
Monthly Performance Reviews
Custom Account Reporting
Priority Meeting Status
Recommended Revenue:
$10M+ / Year
No Hourly Billing. No Surprise Invoices. Cancel Anytime.
What All Packages Include
Advisory Types Included
Priority Status
Jump the Wait and Get Priority Scheduling on All Consultations
Chase Business & Private Banking
We have a wide variety of Chase Business & Private Client banking referrals and connections when the time arises for your business to grow and thrive.
As a CFO client, you & your business partners will gain nationwide access to our Chase Banking network that we’ve spent the last decade cultivating to best suite our clients’ banking and investing needs.
Whether you’re in the market for a wealth manager, private banker, or lending partner to expand your operations, Chase has your back and so do we.
American Express Business Products
We’ve been using American Express for our own banking and funding needs since day one and are able to offer our CFO clients exclusive business products and credit cards that best suits their needs.
Whether you’re looking for a charge card like the Gold or Platinum business cards, lending, or a business checking or savings account, our network and personal relationship with American Express allows us to offer these products to our high-end clients with exclusive welcome offers and better rates compared to their standard application process.
Why Choose Us?
We Do What Others Don’t
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By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
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With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
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Our team consists of highly skilled CPAs and Enrolled Agents with over a decade of accounting and tax experience. We bring expert knowledge, precision, and strategic insights to help you maximize deductions, stay compliant, and plan for financial success. Whether you’re an individual, freelancer, or business owner, we provide the expertise you need to thrive.
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Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.
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Your peace of mind is our top priority. We stand by our work with a satisfaction guarantee, ensuring you receive top-tier service. Plus, our audit protection guarantee gives you confidence knowing we’ll support you if the IRS ever comes knocking.
Get in Touch
We Make It Look Easy
Trusted by Fortune 500 Companies & Small Businesses
Be Our Next Success Story