Bookkeeping4You USA Pricing

Fractional CFO Pricing

Whatever stage your business is at, there's a package built around what you actually need - not a one-size-fits-all bundle.

Fractional CFO Packages and Pricing

Senior financial guidance for growing businesses, without the full-time salary

FRACTIONAL CFO PACKAGES

Finance Check-in

Starting from $1500/month

For businesses that want clear monthly insight.

Includes:

  • Monthly financial reports with commentary

  • KPI dashboard tracking the numbers that matter to you

  • Rolling 13-week cash flow forecast

  • Monthly review call

  • Email support

Fractional CFO

Starting from $3000/month

For businesses ready to plan ahead, not just look back.

Includes everything in Finance Check-in PLUS:

  • Annual budget, with monthly budget vs actual analysis

  • 12-month forecast with scenario planning

  • Pricing and profit margin reviews

  • Investor and funder reporting for funds already raised

  • Two calls per month, plus ad-hoc support on key decisions

Strategic Finance Partner

Starting from $5700/month

For established businesses that want senior finance input at board level.

Includes everything in Part-Time Fractional CFO, PLUS:

  • Quarterly strategy sessions or board meeting attendance

  • Financial input on expansion, major hires and exit planning

  • Priority response

  • Includes Complete Bookkeeping package

All packages require a minimum three-month commitment, billed monthly in advance.

Finance Check-in and Fractional CFO require one of our bookkeeping packages (from $525/month), billed separately. Strategic Finance Partner includes our Complete bookkeeping package.

Is this right for you?

This service is a good fit if:

  • Your business brings in roughly $1m - $10m in annual revenue

  • You’ve outgrown “the books and the tax return” but don’t need a full-time CFO

  • You’ve raised funding and need it managed and reported properly

  • You want to make decisions based on numbers, not gut feel

Please note: We manage and report on your funding, but we don’t raise it. Fundraising, investor pitches and M&A transactions are outside the scope of this service.

Why Bookkeeping4You USA?

With over 28 years in bookkeeping and accountancy, I’ve seen how businesses succeed, and where they run into trouble.

I personally oversee every client relationship, so you’ll always deal with someone who knows your business, not a different face every month.

Let’s talk

Book a free, no-obligation call and we’ll find out whether a Fractional CFO is right for your business.

Your trusted partner in bookkeeping and monthly financial reporting, helping businesses stay organized, efficient and financially empowered. Contact us today to simplify your financial management.

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