The plans below are for companies without a CFO: we become your finance function. Already have one? Enterprise is your CFO's execution capacity, scoped to the initiative.
Prices are public because you shouldn't need a sales call to find out what things cost.
Every plan is scoped to your business model. A law firm's Core doesn't look like a distributor's Core: same outcomes, your context.
Every line below is two things, not one: something we build, and something we then run. We set up the automation or redesign the process once. After that, it's ours to watch, every day, so it stays working instead of quietly drifting.
You need the basics to just run: billing, bills, books, and a dashboard you trust.
You need to see forward: cash, collections, boards, and margins by line of business.
You need the full function led: forecasting, consolidation, revenue recognition, audit-grade discipline.
You have a CFO. They need hands for the initiative that never gets dedicated attention.
For situations like: fundraise-ready financials · M&A due diligence and data room prep · ERP selection and migration · chart of accounts standardization across entities · multi-currency consolidation · multi-element / VSOE allocation · debt covenant monitoring · internal controls and segregation-of-duties design · audit readiness cleanup · legacy system conversions.
Work that genuinely doesn't fit a fixed box, priced and scoped for what it actually requires.
Talk to usMost of that payroll goes to work that should run automatically.
Everything below is cumulative: each plan includes the one before it.
| Outcome | Core | Growth | Command |
|---|---|---|---|
| Invoices out on time, with payment links that make paying easy | ✓ | ✓ | ✓ |
| Recurring billing that runs on schedule | ✓ | ✓ | ✓ |
| Bills captured, approved, and paid without manual entry | ✓ | ✓ | ✓ |
| Corporate cards and expenses under control | ✓ | ✓ | ✓ |
| Bank and card reconciliations that run themselves | ✓ | ✓ | ✓ |
| Vendor tax compliance handled: W-9s collected, 1099s ready | ✓ | ✓ | ✓ |
| Purchase orders, receipts, and bills matched automatically | ✓ | ✓ | |
| One clean vendor list: no duplicates, no ghosts | ✓ | ✓ | |
| Collections that follow up so you don't have to | ✓ | ✓ | |
| Credit terms set by data, not gut feel | ✓ | ✓ | |
| AR redesigned at the root: lower DSO, not just more reminders | ✓ | ||
| Trust accounting with three-way reconciliation, where your industry requires it | ✓ |
| Outcome | Core | Growth | Command |
|---|---|---|---|
| Payroll connected to the books, not reconciled by hand | ✓ | ✓ | ✓ |
| Sales tax calculated and filed without surprises | ✓ | ✓ | ✓ |
| A live dashboard with the numbers you actually check | ✓ | ✓ | ✓ |
| Monthly budget-vs-actual, with commentary that explains the why | ✓ | ✓ | ✓ |
| Fixed assets tracked, depreciation on autopilot | ✓ | ✓ | |
| A board-ready reporting package, every month | ✓ | ✓ | |
| P&L by location, line of business, or project | ✓ | ✓ | |
| Historical books cleaned up and reclassified | ✓ | ✓ | |
| A chart of accounts that matches how you run the business | ✓ | ✓ | |
| Migrations off legacy tools without losing history (e.g. QuickBooks Desktop to Online) | ✓ | ✓ | |
| Revenue recognized the way your contracts actually work: milestones, percentage of completion | ✓ | ||
| Deferred revenue schedules that hold up to scrutiny (ASC 606) | ✓ | ||
| Multi-entity consolidation with clean intercompany eliminations | ✓ |
| Outcome | Core | Growth | Command |
|---|---|---|---|
| A 13-week cash forecast you can actually plan against | ✓ | ✓ | |
| Recurring-revenue metrics measured properly: MRR, ARR, churn, cohorts | ✓ | ✓ | |
| Job costing that shows which work makes money | ✓ | ✓ | |
| Utilization and unbilled work, visible before month-end | ✓ | ✓ | |
| Partner capital accounts and draws, tracked cleanly | ✓ | ✓ | |
| A driver-based rolling forecast: change an assumption, see the impact | ✓ |
Every plan is delivered directly by our senior team. No junior pyramid, no handoffs to people learning on your books. Underneath each outcome sits a documented playbook: fixed steps where the work is fixed, structured frameworks where judgment is required.
That's deliberate. Every engagement hardens those playbooks and pushes more of the fixed work into automation, so our people spend their time where a person genuinely matters. That's the direction this is built toward: an embedded finance pod on every client, senior judgment up front, machines underneath.
Most fractional CFO firms hand you a forecast and a monthly call. We rebuild the process, set up the automation, and keep it running. If the deliverable needs something built, we build it, we don't hand you a to-do list.
Hire for this and you're really hiring three roles: someone to lead the numbers, someone to keep them clean, and someone technical to connect the systems. Most companies land one of the three and stretch them thin. You get all of it as one team, already assembled and already working together.
The routine work doesn't stay manual. As each piece gets documented and automated, fewer things depend on someone remembering to do them, so the same outcomes get more reliable and don't cost you more to keep. The engagement compounds instead of plateauing.
A call, then a focused diagnostic of your finance function: close process, cash visibility, data quality, systems. You get a written picture of what's solid and what's fragile, and a recommendation on where to enter. No scoping theater.
Monthly engagements at a flat price. The diagnostic sets the starting scope.
Yes. Plans are cumulative, so moving up is a scope expansion, not a re-onboarding. Moving down works the same way in reverse.
Income tax filing, audit opinions, and legal work stay with your existing providers. We sit alongside them, and part of our job is making their work faster.
Senior operators, directly. Behind each deliverable sits a documented playbook, and every engagement pushes more of the routine work into automation. You get people where people matter and systems everywhere else.
Tell us what's slow, broken, or invisible. We'll tell you where we'd enter and what it would cost, before anything starts.