Fractional CFO Pricing. No Guesswork.
Every service is priced upfront. One-time projects don't require a retainer. No discovery call required to see what things cost.
Fractional CFO ServicesMost Comprehensive
$3,000/month min.- Rolling 12-month cash flow forecast, with a detailed 90-day view
- Monthly financial reporting and KPI tracking
- All bookkeeping add-ons included at no extra charge
- Foundational Assessment included free
- QuickBooks Online subscription covered by us
- No minimum term. Cancel with 30 days written notice.
Financial AssessmentOne-time project. Available standalone or with CFO. Start CFO services within 60 days and the fee is credited toward your first month, up to that month's fee.
Foundational$2,500Included with CFO
Strategic$5,000+$2,000 with CFO
Executive$10,000+$7,000 with CFO
Bookkeeping & AdvisoryAvailable standalone or included with CFO. Bundle with an assessment for a discount.
Books Cleanup$150/hr
Budget Builder$250/hr
Monthly Bookkeeping$1,000/moQuickBooks included
Select an assessment tier and bookkeeping together (without CFO) and a 5 to 15% bundle discount applies automatically.
New Business FormationEntity formation and startup setup. See New Businesses for full details.
Business Formation$250
Launch Package$750
Additional states$50/state beyond what's included
Business Formation includes 1 state, Launch Package includes 3. State filing fees are billed at cost, in addition to the package price. Registered agent service not included; we'll connect you with a provider. Both packages are included at no extra charge with a Fractional CFO engagement.
How does that compare?A full-time CFO costs $150,000 to $250,000 per year in salary alone, before benefits and equity. TrueInsights CFO starts at $36,000 per year with no long-term commitment.
Talk Through the Numbers, Free for 15 Minutes
Bring your specific situation and we'll walk through what it would actually cost.