Transparent Pricing

Flat-rate pricing with no surprises. Typically unlocks $50K–$100K/year in free

cash flow. Choose the plan that fits your business.

Lite

Perfect for growing businesses ready to optimize their finances

$1,500 /month

Monthly financial reports with key insights
Basic KPI dashboard with 10+ metrics
Quarterly CFO strategy sessions (4/year)
Email support with 24hr response
5 platform integrations included

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Most Popular

Full

Complete CFO solution for scaling

businesses

$3,000 /month

Everything in Lite
Advanced AI dashboards with predictive insights
Monthly CFO sessions + unlimited email
13-week cash flow forecasting
Priority integrations (unlimited)
Board-ready financial reports

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Founders' Deal

Everything you need to scale with massive bonuses

Total Value:

$9,000/month

Your Price:

$3,000/month

You Save: $6,000/month

Everything in Full Plan
BONUS: AI Dashboard Setup ($3,000 value)
BONUS: Board-Ready Reports ($2,000 value)
BONUS: Priority AI Integrations ($1,000 value)
Weekly CFO check-ins during setup

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Frequently Asked Questions

Common questions about our pricing and services

"We already have a bookkeeper. Why do we need you?"

Bookkeepers handle transaction recording and basic compliance. We provide strategic CFO-level insights,

forecasting, and business optimization. Think of us as your strategic financial partner who turns your clean

books into actionable business intelligence. We work alongside your bookkeeper, not replace them.

"Why AI? Can't a human CFO do this?"

AI amplifies human expertise. Our CFOs use AI to process data 10x faster, spot patterns humans miss, and

provide real-time insights instead of month-old reports. You get the strategic thinking of a senior CFO combined

with the speed and accuracy of AI. A traditional CFO costs $200K+ annually and can't provide 24/7 monitoring.

"What if we want to cancel? Are we locked in?"

No lock-in contracts. Cancel anytime with 30 days notice. We're confident in our value - most clients see

measurable improvements within 60 days and stay for years. You own all your data, dashboards, and reports.

We'll even help transition everything back to you if needed.

"How quickly will we see results?"

Most clients see initial insights within 2 weeks and measurable cash flow improvements within 60-90 days. Our

30-day guarantee ensures you see value quickly. The $50K-$100K annual impact typically comes from

optimizing payment terms, reducing unnecessary expenses, and improving pricing strategies.

"What's included in the setup process?"

Complete financial audit, system integrations, custom dashboard creation, team training, and strategic planning

session. Setup typically takes 2-6 weeks depending on complexity. Founders' Deal includes priority setup with

weekly check-ins and $6,000 in bonus services.

"Do you work with our existing accounting software?"

Yes! We integrate with 20+ platforms including QuickBooks, Xero, Stripe, Shopify, and more. We don't replace your existing systems - we connect them to create a unified financial data ecosystem. If you use something unique, we can likely build a custom integration.