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Clarity Package
$1,000/mo
For business owners who want financial confidence — without CFO complexity.
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Monthly accounting & reconciliations
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Monthly financial statement review calls
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Dedicated fractional Senior Accountant
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Business + personal wealth planning
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Year-end business + owner tax filing
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Direct collaboration between CFO, tax, & financial advisors
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Free onboarding cleanup (up to 3 months catch-up)
Profit Accelerator
$2,500/mo
For owners ready to grow profit, reduce taxes, and make strategic financial decisions.
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Everything in Clarity Package
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Monthly profit & cash flow advisory
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Tax strategy + quarterly optimization sessions
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Budget review & variance analysis
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Owner compensation & distribution strategy
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Dedicated fractional Controller
CFO Partnership
$5,000/mo
For high-performing owners ready for a full financial partner.
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Everything in Profit Accelerator
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Dedicated fractional CFO
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Monthly CFO strategy meetings
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Custom financial modeling & forecasts
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Annual budget creation + monthly budget-to-actual reviews
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Business & personal wealth integration planning
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Quarterly tax + entity optimization reviews
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Exit or acquisition readiness support