Pricing
Pricing, in plain numbers.
Pick the finance plan that fits where your company is, or buy business tax and compliance on their own.
Fractional CFO & outsourced finance
- Plus: $2,000/month. The finance seat: monthly close, KPI pack and a review call
- Scale: $3,500/month. Forecast, budget vs actuals and board-ready reporting
- Control: $5,000/month. Full oversight: cash, controls, multi-entity and the board
- Executive: $7,500/month. C-suite partnership through a raise, an audit or a sale
Running several entities? We price it per entity on your first call.
Tax and compliance
- C Corporation Return (1120): $2,750. Federal Form 1120 with one state return included.
- S Corporation Return (1120-S): $2,250. Federal Form 1120-S with K-1s and one state return included.
- Partnership Return (1065): $2,000. Federal Form 1065 with K-1s.
- Each Additional State Return: $250. Each state return beyond the one included.
- Sales Tax Return: $250. Per state, per filing period.
- Delaware Franchise Tax + Annual Report: $350. One Delaware filing, calculated the way that applies to you.
- 1099s, up to 10 forms: $350. Contractor 1099s prepared and filed.
- Entity Compliance Management: $750/year. Annual reports and franchise taxes in every state, registered agent, good standing and foreign qualifications on one calendar.
Project work, scoped and quoted
One-off work outside the monthly plan, quoted on your first call.
- R&D credit study
- Payroll setup
- Seed and Series A raise prep
- M&A and due diligence support
- Data room build
- 409A coordination
- Audit prep
- Accounting software migration
- Entity formations (new subsidiaries and holding structures)
- Offer in Compromise (IRS)
Multi-entity pricing
Several LLCs and corporations under one owner: each return priced lower as the group grows, and monthly books for each added entity on top of your CFO plan.
- 2–3 entities: 10% off each return; +$750/mo per added entity for monthly books
- 4–7 entities: 15% off each return; +$600/mo per added entity for monthly books
- 8+ entities: 20% off each return; +$500/mo per added entity for monthly books
From your first close to your board pack: one finance team for every entity you own.
Can I book tax preparation on its own?
Yes. Tax preparation is priced per return and can be bought on its own. Clients on a fractional CFO plan have annual filing included.
What does a fractional CFO cost?
The monthly plans above run Plus through Executive. Where a fractional CFO is embedded in your company, the price is set on your first call from the role's scope and time.
My books are behind. Where do I start?
Book a scope call. Catching the books up is usually the first thing we do, priced from where your books are today.