No hourly billing. No surprise invoices.

Are these prices fixed or can they change?

Your monthly fee is locked in at the price quoted during your diagnostic call. Prices may adjust at renewal if the scope of your business changes significantly — but we'll always discuss that with you first, never surprise you.

Is there a long-term contract?

Engagements are month-to-month after a 3-month onboarding period. The first 3 months are when we do the heaviest lifting — scrubbing data, building your forecast, and learning your business. After that, you're free to continue or exit with 30 days notice.

What if my books are a mess — does that cost extra?

Not necessarily. We assess the state of your books during the free diagnostic call and factor any catch-up work into your quoted price upfront. No surprise invoices after you've signed on.

Can I start at Foundation and move to CFO services later?

Yes — and many clients do exactly that. Starting at Foundation lets us get your data clean first, which makes the forecasting work in CFO services far more accurate and valuable. Upgrading is seamless with no disruption.

I already have a bookkeeper. Can I just get the CFO services?

Yes. We can work alongside your existing bookkeeper at the CFO tier. We'll do a data review to ensure we trust the numbers before building your forecast, but you won't have to switch your bookkeeping setup.