Pricing Designed for Clarity, Not Guesswork
Our pricing reflects the level of structure, support, and strategic involvement required at each stage of business growth.
Custom & Strategic Services
These services are scoped and priced based on business complexity, responsibility level, and depth of involvement.
Credit Optimization
Designed for businesses that require executive-level financial oversight, strategic planning, and decision support without hiring a full-time CFO. Pricing reflects business size, operational complexity, and level of strategic involvement.
Best for: scaling businesses, funding preparation, and leadership-level financial decisions
Starting from
$2,500 / month
Cleanup & Catch-Up
A one-time service for businesses with incomplete, disorganized, or outdated financial records. Pricing depends on the volume of work required to restore accurate, reliable books.
Pricing is influenced by:
Number of months to reconcile
Number of accounts
Data completeness
One-time
$500 – $5,000
Automation & Systems Setup (CFO)
Custom financial workflows and system integrations designed to reduce manual work, improve accuracy, and support scale.
Pricing is influenced by:
Number of systems involved
Workflow complexity
Level of automation required
One-time
$750 – $3,500
Our ADD-ON SERVICES
Credit Optimization
An optional add-on for businesses looking to strengthen personal and business credit profiles in preparation for funding, expansion, or improved financial positioning.
Not Sure Where to Start?
If you’re unsure which service or level of support fits your business, start with a Financial Health Snapshot. It helps identify gaps and clarify the most effective next step before committing.
Innovation
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Integrity
Honesty and transparency.
Excellence
Top-notch services.
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