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

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Advisory Types Included

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A digital infographic about financial consulting, with text discussing visibility, planning, profitability, KPI review, lender packages, and business valuation, highlighted with checkmarks.
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Priority Status

Jump the Wait and Get Priority Scheduling on All Consultations 

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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.

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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

Award badges from QuickBooks for customer satisfaction from 2019 to 2023, with the main diamond-shaped badge highlighting the 'Best of Accounting' for 2019-2023, and three circular badges for the same award for 2020, 2021, and 2022. Also includes certification badges for QuickBooks Online, Advanced QuickBooks Online, and QuickBooks Payroll.

Get in Touch

We Make It Look Easy

Trusted by Fortune 500 Companies & Small Businesses

Be Our Next Success Story

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