Pricing in this space is often vague on purpose, quoted only after a sales call rather than published anywhere. This page exists as a straightforward reference point instead: TrueInsights CFO's own current, published rate card, laid out in full.
Fractional CFO Services
| Service | Price |
|---|---|
| Fractional CFO Services | $3,000/month minimum, no minimum term, cancel with 30 days written notice. QuickBooks Online subscription included. |
Financial Assessment
| Tier | Standalone | With Fractional CFO |
|---|---|---|
| Foundational | $2,500 | Included |
| Strategic | $5,000 | +$2,000 (first month totals $5,000) |
| Executive | $10,000 | +$7,000 (first month totals $10,000) |
Purchased a standalone Financial Assessment? Start Fractional CFO services within 60 days and your assessment fee is credited toward your first month, up to the amount of that month's fee.
Bookkeeping & Advisory
| Service | Price |
|---|---|
| Books Cleanup | $150/hour |
| Budget Builder | $250/hour |
| Monthly Bookkeeping | $1,000/month. QuickBooks Online subscription included. |
Selecting an assessment tier and bookkeeping together, without Fractional CFO services, applies a bundle discount: 5% at the Foundational tier, 10% at Strategic, and 15% at Executive.
New Business Formation Packages
| Package | Price |
|---|---|
| Business Formation | $250. Entity formation filing in one state, EIN, standard operating agreement or bylaws templates, and initial resolutions and ownership records. |
| Launch Package | $750. Everything in Business Formation, plus registration in up to 3 states, QuickBooks Online setup, a 12-month startup budget and cash flow projection, and a 30-day check-in call. |
| Additional state registrations | $50 per state beyond what's included (1 for Business Formation, 3 for Launch Package) |
State filing fees are billed at cost, in addition to the package price. Registered agent service is not included; we'll connect you with a provider. Starting Monthly Bookkeeping or Fractional CFO services within 60 days credits your Launch Package fee toward your first month, and both packages are included at no extra charge if you sign on for Fractional CFO services directly. See New Businesses for full details.
How This Compares to a Full-Time Hire
A full-time CFO commonly costs $150,000 to $250,000 per year in salary alone, before benefits and equity, as referenced on our pricing page. At $3,000/month minimum, Fractional CFO services start well under that, scaled to how much support the business actually needs rather than a fixed full-time headcount.
Have a specific budget in mind and want to know what it actually gets you? See our Fractional CFO guide or book a call and bring your numbers.