Transparent prices. Firm quote before we start.
Starting prices below. Final quote depends on scope, confirmed before any work begins. No surprise fees.
The finance and growth seat your business is missing
Custom-built around your business after a free Profit Diagnostic. Includes growth strategy, AI and automation, a dedicated advisor and 24/7 online support, with bookkeeping, payroll and tax filings in the same firm.
Profit Diagnostic
A 60-minute session looking at the business from four angles. You get a one-page Decision Page, and we use it to scope a package built for you. No cost, no obligation.
Onboarding
Access to systems, a document pull, and interviews with everyone who touches money in the business.
The Fix
We rebuild the books, stand up the monthly close, establish the reporting, automate the first manual tasks and run your first quarterly session, including your growth plan.
Ongoing
Monthly close on a fixed date, a monthly call with your dedicated advisor, a quarterly strategy and growth session, and 24/7 portal access.
How the work splits
No homework on your desk.
The strategy comes out of the conversation with you, because you know what the numbers can’t show: what you’re planning, what you won’t do, and where you want the business to go. We’re the finance seat, not a coach handing out assignments and not a vendor working in the dark.
Pick the level of support your business needs.
Every level is run by the same licensed CPA firm. Most businesses doing $2M to $15M start with Fractional CFO.
Fees are fixed monthly and quoted after your consultation. No surprise fees.
Bookkeeping & Payroll
Monthly reconciliation, financial statements and payroll through Gusto or Paychex, done by a CPA firm and built to scale with you.
See what’s included →Audits & Reviews
Audits, reviews and compilations from peer-reviewed CPAs. Priced by type, size and readiness of records.
See audit options →File with a CPA firm. Priced up front.
Individual returns
Business returns
Add-ons
Start right. Stay compliant.
Formation packages
Plus state fees.
Ongoing compliance
Government and state filing fees are passed through separately.
Pricing questions.
Every return and engagement depends on scope: number of entities, states, transactions and how organized your records are. Listed prices are starting points; you get a firm quote before any work begins.
Work begins once your engagement letter is signed and payment is confirmed, all through your secure portal. No ambiguity, no surprises.
No. Government and state filing fees are passed through separately, so you see exactly what goes to the state and what goes to us.
A fixed monthly fee based on your size, complexity and the parts you need, quoted after your free Profit Diagnostic. Every package is custom-built and comes with a dedicated advisor and a client portal open any time. It includes bookkeeping, payroll and tax filings from the same firm, growth strategy and AI and automation scoped to your business, plus a prior-year return review, entity review and first-year tax projection at no extra fee.
Catch-up work is quoted separately after we assess where things stand. You get an honest timeline and price before we start.
For simple returns, start filing through the portal and we’ll confirm the price once we see your documents. For anything else, a 15-minute call is the fastest way to an accurate number.
Get a quote built for your business.
A 15-minute call gets you a clear fee range and an honest answer on whether we’re the right fit.
