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PRICING

A clear investment.
A stronger financial footing.

Published plans, a credentialed US-based finance team on every one, and a clear number before you commit to anything.

One team runs the books and reads them, so nothing is lost in the handoff.

Essential

$1M–$3M

$2,495/ month

Financial reporting + CFO oversight.

Get started

For businesses that need clarity and experienced oversight.

  • Monthly financial statements, books reconciled
  • Cash position report
  • Quarterly review with a partner
  • Slack support, two business day response
  • Up to 1 entity, 2 bank/card accounts, 250 transactions/mo
MOST POPULAR

Growth

$3M–$10M

$4,995/ month

Your outsourced finance function.

Get started

For growing businesses that need ongoing financial leadership.

  • Everything in Essential
  • Rolling 13-week cash forecast, updated monthly
  • KPI dashboard with monthly commentary
  • Monthly strategy session with a partner
  • Annual budget build included
  • Slack support, next business day
  • Up to 2 entities, 4 accounts, 500 transactions/mo

Strategic

$8M–$20M+

$8,495/ month

Executive-level finance partnership.

Get started

For businesses facing capital needs, transactions, or major decisions.

  • Everything in Growth
  • Capital and lender readiness, with Wayfinder in the room
  • Scenario and decision modeling
  • Coordination with your tax advisor, attorney, auditor, and lenders
  • Bi-weekly partner sessions
  • Direct text and phone access
  • Up to 3 entities, 6 accounts, 1,000 transactions/mo

Growth runs your finance function. Strategic represents it.

Monthly prices in USD. Revenue ranges are a guide; scope and complexity determine the right fit. Additional capacity and services are listed below.

A more complex situation?

Multi-entity consolidations, prior-period cleanup, transactions, or specialized reporting may need a custom scope. We’ll agree the price before you commit.

Discuss your needs

ROOM TO GROW

Extra capacity.
Clearly priced.

Extend the support around your business. Confirm any additional scope and cost with us before it begins.

Additional bookkeeping capacity

  • Additional entity+$250/mo
  • Additional 100 transactions/mo+$200/mo
  • Additional bank or card account+$150/mo

Additional services & projects

  • Payroll processingfrom $400/mo
  • AP / bill pay$550/mo
  • AR / invoicing$750/mo
  • Forecast or scenario modelquoted
  • Lender or financing supportquoted
  • Systems implementationquoted

A SIMPLE START

Know the fit.
Then make the commitment.

  1. 01

    Talk through your business.

    Share your current setup and what you need from your financial support.

  2. 02

    Confirm the scope and price.

    Agree the plan, capacity, and any additional work before moving forward.

  3. 03

    Get connected.

    Onboarding is included. Establish the information flow and working rhythm with your finance team.

PRICING, PLAINLY

The details
before you decide.

Are there setup fees?

Onboarding is included. Cleanup of prior periods is quoted separately if needed.

How does billing work?

A flat monthly fee is charged by card on the first of each month through Stripe.

Can I cancel?

Yes, with 60 days’ notice. There is no long-term lock-in.

What if I outgrow my plan?

You can upgrade at any time. We’ll flag when your business is approaching the scope or capacity of your current plan.

Do you replace my tax preparer?

No. We work alongside your tax advisor.

Can prices change?

Plans may adjust up to 5% annually. Existing clients receive 60 days’ notice.