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
Add-on projects
One-time projects, flat fees
Focused pieces of CFO work with a defined deliverable. Available alongside any plan, or on their own.
13-Week Cash Forecast Build
$1,950 one-time
The weekly cash forecast, built on your numbers, with the update cadence handed off to your team.
Pricing & Margin Review
$2,450 one-time
Margin by service line and a concrete repricing plan.
Lender & Financing Package
$2,950 per financing round
Historicals, forecast and debt schedule prepared for a loan or line application, with lender Q&A support.
Annual Budget & Planning Workshop
$2,950 one-time
A full-day budget and plan session. Included in the Scale plan.
Exit Readiness Assessment
$3,450 one-time
Where the business stands against a sale, and the 12-24 month punch list to close the gap.
Acquisition Due-Diligence Support
$4,950 per deal
Numbers-side diligence on a target: revenue and margin quality, working capital, and deal model support.
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.