Services
Three levels of CFO support, built on Balance, Develop and Collaborate.
CFO Packages
Basic
Running a business can sometimes mean wearing a lot of hats — but managing your finances shouldn't feel like guesswork. The Basic Package gives you access to experienced CFO-level thinking without the full-time price tag. You'll get the financial clarity and foundational guidance you need to make smarter decisions and keep your business on solid ground.
Services Include
- Month-End Close
- Monthly Financial Statement Prep
- Bi-Annual Financial Statement Analysis
Deluxe
Everything in the Basic Package, plus a deeper level of support as your business starts to grow. The Deluxe Package is built for business owners who are ready to move beyond the basics and want a trusted financial partner in their corner. From cash flow strategy to more hands-on planning, you'll have the tools and insight to scale with confidence.
Services Include
- Month-End Close
- Monthly Financial Statement Prep
- Quarterly Financial Statement Analysis
- Cash Flow Planning
- KPI Development and Tracking
- Annual Executive Advisory Session
Comprehensive
The Comprehensive Package brings together everything in the Basic and Deluxe tiers — plus our highest level of CFO advisory support. Think of it as having a seasoned financial executive fully invested in your success, helping you plan for the future, navigate challenges, and turn your goals into a clear, actionable roadmap.
Services Include
- Month-End Close
- Monthly Financial Statement Prep
- Monthly Financial Statement Analysis
- Cash Flow Planning
- KPI Development and Tracking
- Bi-Annual Executive Advisory Sessions
- Company Specific Reporting Packages
Compare packages
Services. | BasicStarting at $2,500 / mo | DeluxeStarting at $5,000 / mo | ComprehensiveStarting at $7,500 / mo |
|---|---|---|---|
| Month-End Close | ✓ | ✓ | ✓ |
| Monthly Financial Statement Prep | ✓ | ✓ | ✓ |
| Financial Statement Analysis | Bi-Annually | Quarterly | Monthly |
| Cash Flow Planning | ✓ | ✓ | |
| KPI Development and Tracking | ✓ | ✓ | |
| Executive Advisory Sessions | Annually | Bi-Annually | |
| Company Specific Reporting Packages | ✓ |
Standalone Financial and Operational Services
Balance: Financial Support
- Books Cleanup
- Expense Management Strategies
- Vendor Management & Contract Review
- Budget Development & Management
- Profitability Improvement Strategies
Develop: Technology Evaluation Support
- Operational Efficiency and Workflow Optimization
- Risk Assessment and Mitigation
- ERP System Selection & Implementation Support
- Technology Evaluation & Implementation Support
Collaborate: Strategic Planning
- Strategic Financial Planning and Forecasting
- Strategic Meeting Facilitation
- Board Reporting (Executive-Level Presentations)
- Management Team Financial Literacy Training
Pricing based on client needs.
Add AI to any package.
Our CFO packages stand on their own. When you’re ready to put AI to work, choose the level that fits. Each level works with any package and includes the one before it.
AI Add-Ons. | Boost$750 / mo | Deploy$2,000 / mo | Create$4,000 / mo |
|---|---|---|---|
| Best For | Teams starting to use AI safely | Teams ready to automate finance work | Businesses that need tools built for them |
| One-Time Setup | None | $5,000 | $5,000 |
| Term | Quarterly | 12 months | 12 months |
| Written AI Usage Policy | ✓ | ✓ | ✓ |
| Team AI Training | Quarterly | Quarterly | Quarterly |
| Finance Prompt Library | ✓ | ✓ | ✓ |
| AI Opportunity Review | Bi-Annually | Quarterly | Quarterly |
| Managed Automations | Up to 3 | Up to 5 | |
| Automation Monitoring and Fixes | ✓ | ✓ | |
| Custom Tool Builds | 2 per year | ||
| Ongoing Updates to Included Tools | ✓ |
Each included custom build covers up to 40 hours. Software subscriptions are paid directly or at cost. Work outside these limits is quoted separately.
Standalone AI Services
Available with or without a CFO package.
| Service | What it covers | Fee |
|---|---|---|
| AI Readiness Assessment | Workflow review, ranked opportunities, and a recommended add-on level. Credited if you sign up for an add-on within 60 days. | $5,000 flat |
| Custom Tool Build | One dashboard, workbook, automation, or small app, up to 40 hours. Larger builds are quoted separately. | Starting at $7,500 |
| Tool Care | Updates and small fixes for tools built outside the Create level. | $500 / mo per tool |
Let’s Have a Conversation
No pitch. No pressure. Just an honest look at where you are and whether we're the right fit for each other.
Let’s Talk