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  • Clarity Package

    1,000$
    Every month
    +$1,000 Onboarding Fee
    For business owners who want financial confidence — without CFO complexity.
     
    • Monthly accounting & reconciliations
    • Monthly financial statement review calls
    • Dedicated fractional Senior Accountant
    • Business + personal wealth planning
    • Year-end business + owner tax filing
    • Direct collaboration between CFO, tax, & financial advisors
    • Free onboarding cleanup (up to 3 months catch-up)

  • Profit Accelerator

    2,500$
    Every month
    +$2,500 Onboarding Fee
    For owners ready to grow profit, reduce taxes, and make strategic financial decisions.
     
    • Everything in Clarity Package
    • Monthly profit & cash flow advisory
    • Tax strategy + quarterly optimization sessions
    • Budget review & variance analysis
    • Owner compensation & distribution strategy
    • Dedicated fractional Controller

  • CFO Partnership

    5,000$
    Every month
    +$5,000 Onboarding Fee
    For high-performing owners ready for a full financial partner.
     
    • Everything in Profit Accelerator
    • Dedicated fractional CFO
    • Monthly CFO strategy meetings
    • Custom financial modeling & forecasts
    • Annual budget creation + monthly budget-to-actual reviews
    • Business & personal wealth integration planning
    • Quarterly tax + entity optimization reviews
    • Exit or acquisition readiness support
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