Pricing
Bookkeeping, controller and fractional CFO pricing
Transparent starting prices for every level of finance support. Our aim isn’t to be the cheapest; it’s to be the best value for Big 4-quality work.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
Pricing at a glance
Bookkeeping from $500, Controller from $4,500 and fractional CFO from $8,500 a month, with a fixed fee agreed up front.
Bookkeeping$500–$1,800 / month
ControllerFrom $4,500 / month
Fractional CFOFrom $8,500 / month
AdvisoryFrom $5,000 / month
Sole-Proprietor
Less than $500K in revenue.
Starting at$500/mo
- Up to 3 bank / card accounts
- Monthly reconciliations
- Monthly financial statements
- Collaboration with tax CPA
Starter
$500K to $2M in revenue.
Starting at$900/mo
- Up to 6 bank / card accounts
- Cash basis accounting
- Bi-weekly reconciliations
- Monthly financial statements
- Quarterly financial check-in
Growth + Accounting
More than $2M in revenue.
Starting at$1,800/mo
- Unlimited bank / card accounts
- Cash or accrual basis
- Weekly reconciliations
- Weekly bill pay entry
- Weekly AR and AP aging
- Expense reimbursements (Ramp, Bill.com, Brex)
- Monthly financial review meeting
Recommended start
Controller
$5M to $10M in revenue.
Starting at$4,500/mo
- Everything in Growth + Accounting
- Dedicated accountant point of contact
- Payroll processing (up to 10 employees)
- Bonus and commission calculations
- Budget vs. actual variance analysis
- Custom reports and dashboards
- Due diligence support
- Monthly financial review with your team
Strategic CFO
Businesses that need CFO-level guidance.
Starting at$8,500/mo
- Everything in Controller
- Pro forma modeling, COGS analysis and cost optimization
- Weekly or monthly cash flow forecasting
- Strategic initiative support (up to 10 hours per month)
- Bank and investor relationships
- Investor reporting package
- Strategic planning and quarterly reforecast
Compare
Package comparison
| Feature | Sole-Prop | Starter | Growth + Accounting | Controller | Strategic CFO |
|---|---|---|---|---|---|
| Reconciliations | Monthly | Bi-weekly | Weekly | Weekly | Weekly |
| Financial statements | ✓ | ✓ | ✓ | ✓ | ✓ |
| Accounting basis | Cash | Cash | Cash or accrual | Cash or accrual | Cash or accrual |
| Financial reviews | — | Quarterly | Monthly | Monthly, with team | Executive and team |
| Payroll support | — | — | — | ✓ | ✓ |
| Budget vs. actual | — | — | — | ✓ | ✓ |
| Custom dashboards | — | — | — | ✓ | ✓ |
| Advanced financial modeling | — | — | — | — | ✓ |
| Investor and lender interface | — | — | — | — | ✓ |
Add-ons
Add what you need, when you need it
$2,500–$5,000 one-time, by complexity
Budgeting services
An annual operating budget built with your team.
$500–$1,000 / month
Investor reporting pack
Pitch decks and board materials, prepared monthly.
$250 / hour
Audit prep and documentation
Support for audits, reviews and lender requests.
Advisory and transactions
Project and retainer engagements
Senior advisory work is scoped to the decision in front of you. These ranges are typical; every engagement starts with a free consultation.
| Service | Typical structure | Typical investment |
|---|---|---|
| Strategic advisory | Monthly retainer | From $5,000 / month |
| Corporate development | Project or retainer | $8,000–$25,000 per project |
| M&A integration | Monthly, for the integration sprint | $10,000–$20,000 / month |
| M&A support and exit planning | Project-based | Scoped individually |
FAQ
Pricing questions
Are these fixed prices?
Prices are starting points. Your monthly fee depends on transaction volume, number of accounts and entities, and the level of reporting you need. We confirm a fixed monthly fee in your proposal before any work begins.
Which package is right for my business?
Revenue is a good first guide: Sole-Proprietor under $500K, Starter from $500K to $2M, Growth + Accounting above $2M, Controller around $5M–$10M, and Strategic CFO when you need CFO-level guidance. A free consultation is the fastest way to confirm the fit.
Can I change packages later?
Yes. Many clients start with bookkeeping and move up to Controller or Strategic CFO as they grow, raise capital or prepare for an exit.
How is advisory and M&A work priced?
Project and retainer work is scoped individually. As a guide, M&A integration engagements typically run $10,000–$20,000 per month, strategic advisory retainers start at $5,000 per month, and corporate development projects typically run $8,000–$25,000. Details are on each service page.
Next step
Not sure which package fits?
Book a free 30-minute consultation and we’ll recommend the right level of support. No pressure, no obligation.
