Transparent Investment
Clear pricing that reflects the value of elevating your finance team and building modern capabilities.
Engagements typically start at $5,000/month for ongoing advisory, with AI readiness diagnostics starting at $7,500. Every engagement is customized to your team and situation.
Engagement Options
Choose the approach that fits where you are. Most clients start with a diagnostic to understand the AI readiness gap, then move to ongoing advisory or a transformation project.
One-Time Project
AI Readiness Diagnostic
$7,500 starting
Understand where your finance team stands on AI adoption and what opportunities exist to elevate them.
- Current state financial assessment
- Team AI skills and adoption audit
- AI opportunity mapping for your business
- Technology and integration assessment
- Personalized modernization roadmap
- Executive summary and action plan
Ideal if: You want clarity on the skills gap and a roadmap to close it.
Request PricingMonthly Retainer
Ongoing Advisory
$5,000/mo starting
Fractional CFO services with strategic leadership, AI enablement, and team upskilling built in.
- Monthly financial review and planning sessions
- Cash flow forecasting and management
- Budget creation and monitoring
- AI tool adoption guidance and support
- Finance team coaching and upskilling
- Direct access to your CFO
Ideal if: You need ongoing leadership that elevates your team and leverages modern tools.
Request PricingFixed Scope
Transformation Project
$15,000 starting
Implement AI-powered tools and processes while training your team to own and master them.
- AI tool selection and implementation
- Process redesign and documentation
- Comprehensive team training program
- Dashboard and reporting automation setup
- System integrations and data flows
- Post-implementation support and coaching
Ideal if: You're ready to modernize and want your team to lead the transformation.
Request PricingWhat's Always Included
Common Questions
How do you determine the exact price?
Every engagement is scoped based on your specific situation—company size, complexity, current state of your finances, and what you need to accomplish. We'll discuss your needs during a consultation and provide a clear proposal.
Will AI replace my accountant?
No. AI is a tool to elevate your team, not replace them. The issue isn't the tools—it's that most finance teams haven't been trained to use them effectively. We help your existing team master modern AI-backed tools and processes so they're more strategic and efficient.
Do you work with our existing accounting team?
Yes. We work alongside your bookkeeper and accountants to uplevel the entire team. We provide the strategic oversight, AI guidance, and coaching that helps them transition from manual work to using modern tools effectively.
How much time does this take from our team?
After an initial onboarding period (2-4 weeks), ongoing engagements typically require 2-4 hours per month from leadership for review meetings and decision-making. During implementation projects, we coordinate closely with your finance team to ensure they own the new processes.
What if we just need help with one thing?
That's what diagnostic and implementation projects are for. We can scope a focused engagement around a specific challenge—AI readiness, tool implementation, process improvement, team training, etc.
How long are your contracts?
Diagnostic and implementation projects have defined end dates. Monthly advisory engagements typically start with a 3-month commitment, then move to month-to-month.
Ready to Elevate Your Finance Team?
Let's talk about where your team stands with modern tools and AI, and what's possible when they master them.
Schedule a Consultation