Essential
For owners who need the numbers to stop lying.
$2,000/ month
- Custom monthly reports and dashboards
- Leak flags and a short action list
- Dedicated support on the pack
- Built from the books you already keep
Plans
Three seats. You will know which one you are.
Essential if you need the numbers to stop lying. Professional if you want a monthly strategy partner — that is the seat most owners take. CFO if you want on-demand virtual CFO work between the pulses. All billed monthly. No annual trap.
Professional
For owners who want a monthly strategy partner.
$4,000/ month
- Everything in Essential
- Budget, forecast, and 13-week cash
- Balance sheet and cash flow projections
- Monthly working session on the decisions
- Decision memos you can act on that week
CFO
On-demand virtual CFO. Same cadence, more of us when the call is big.
$8,000/ month
- Everything in Professional
- On-demand virtual CFO between monthly sessions
- Same-week availability when a decision cannot wait
- Deeper work on financing, hiring, and cash events
What we do not bill
No setup theater. No per-report fees. No surprise hours. The monthly number is the number.
What you bring
A ledger that is close to current — QuickBooks, Xero, MYOB, Digits, NetSuite, Sage Intacct, or Wave — a person who owns the books, and one hour a month once we are in rhythm.
White-label for firms
Bookkeepers and shops can sell the same seats under their logo. You bill the owner. We invoice the firm. Partner pricing is quoted so you have room to mark up.