Pricing
One flat fee. No hourly meter.
Every plan is a flat monthly fee, sized to how much financial oversight your business needs right now. You can move between plans as the business changes.
Foundation
$2,495/mo
The core CFO function, on a monthly rhythm.
- Monthly KPI dashboard
- 12-month cash flow forecast
- Quarterly strategy review
- Banker liaison
- CPA oversight
Growth
$3,995/mo
A tighter loop for a business that is moving.
- Monthly 1:1 strategy session
- Rolling forecast, refreshed monthly
- Custom KPI scorecards
- Quarterly margin deep-dive
- Everything in Foundation
Scale
$6,495/mo
An operating tempo for complexity.
- Weekly check-ins
- Board and investor prep
- Multi-entity consolidation
- Capital strategy
- Annual budget workshop
- Everything in Growth
Not sure which plan fits?
Start with the readiness check, or just book the call — sizing the engagement is the first thing we do on it, and we'll tell you plainly if what you actually need first is better bookkeeping, not a CFO.
SmallBizCFO, Inc. is an affiliate of PizzelloCPA, PLLC and is not a CPA firm. Fractional CFO work is advisory; tax and other engagements requiring a CPA are performed by PizzelloCPA, PLLC under a separate engagement.