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CFO Stack Services for IT, Law & Construction Firms

Tier 1: CFO Foundation ($997/month)

Tier 3: Strategic CFO Partner ($2,500–$5,000/month)

Tier 2: CFO Accelerator ($1,500/month)

Package Details:

  • Monthly Bookkeeping
  • Financial Scorecard (custom KPIs)
  • Monthly Report Review (email or async)
  • Compliance-ready accounting software integration

Perfect for: Solo founders, early-stage firms, or those catching up

Tier 2: CFO Accelerator ($1,500/month)

Tier 3: Strategic CFO Partner ($2,500–$5,000/month)

Tier 2: CFO Accelerator ($1,500/month)

Package Details:

  • Everything in Foundation, plus:
  • Tax Cleanup (past year review + fix)
  • Quarterly CFO Strategy Session
  • Basic Forecasting Template

Perfect for: 6-figure firms scaling up with tax complexity

Tier 3: Strategic CFO Partner ($2,500–$5,000/month)

Tier 3: Strategic CFO Partner ($2,500–$5,000/month)

Tier 3: Strategic CFO Partner ($2,500–$5,000/month)

Package Details:

  • Everything in Accelerator, plus:
  • Monthly CFO Advisory Call
  • Advanced Cash Flow Forecasting
  • Hiring + Capacity Planning
  • Revenue Driver Optimization
  • Investor/Lender Reporting Support

Perfect for: Growth-stage firms, law partners, contractors, and tech execs


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