Up to ~$500K in revenue
- Full-service bookkeeping
- Monthly reconciliation
- Financial statements
- Quarterly review meetings
Pricing by elevation
Four tiers, priced by where your business is today. Pick your revenue and watch the plan meet you at your altitude.
My annual revenue is
Up to ~$500K in revenue
$750K – $1.5M in revenue
$2M+ in revenue
$5M – $20M in revenue
Add-on — End-of-year tax filing available on any tier · pricing on request
Compare tiers
| Tier I | Tier II | Tier III | Tier IV | |
|---|---|---|---|---|
| Bookkeeping & reconciliation | Monthly | Weekly | Weekly | Weekly |
| Financial statements | ✓ | ✓ | ✓ | ✓ |
| Weekly scorecard | — | ✓ | ✓ | ✓ |
| 13-week cash forecast | — | ✓ | ✓ | ✓ |
| CFO advisory | — | Limited | Full | Deepest |
| Strategy meetings | Quarterly | Monthly | Monthly | Monthly |
| Board- & investor-ready reporting | — | — | Add-on | ✓ |
| Priority strategic access | — | — | — | ✓ |
Pricing questions
Tiers climb with revenue. Under ~$500K starts at Base Camp; $2M+ businesses usually land at Ascent, where a full fractional CFO joins the room. Not sure? Use the selector above or book a call and we’ll map it.
Any tier can add end-of-year tax filing on top of the monthly plan. Pricing depends on entity and complexity, so we quote it during onboarding.
The first weeks focus on learning your business and cleaning up the books. Some engagements include a one-time startup fee for that ramp — we’ll always tell you up front.
Yes. Plans are designed to climb with your revenue — step up from Ridge to Ascent to Summit whenever the business is ready.
Book a consultation and we’ll map your current elevation — and the fastest route to the summit.
Book a consultation