Our Services
Built around one goal: giving you true insights into your business - because why should business be confusing?
See our full pricing breakdown →Starting a New Business?
See how we help new business owners get set up correctly, connect with a CPA in our network for tax planning from day one, and grow cash flow, without the costly trial and error. Business Formation is $250, and our Launch Package is $750 and includes registration in up to 3 states; additional states are $50 each. Both are included at no extra charge with a Fractional CFO engagement. Registered agent service not included; we'll connect you with a provider.
Financial Assessment
One-Time Engagement
A comprehensive 30-day evaluation of your financial operations, delivering a detailed roadmap for improvement. Choose the level of depth that fits your business. All tiers follow the same 30-day process. The difference is in scope, deliverables, and ongoing support.
Our 30-Day Process:
Discovery & Data Collection
We gather all relevant financial documents, meet with your team, and understand your business operations, goals, and pain points.
Analysis & Evaluation
Our team conducts a thorough review of your books, accounting procedures, internal controls, and financial reporting processes to identify strengths, weaknesses, and opportunities.
Report & Recommendations
We deliver a comprehensive written report with prioritized recommendations, an implementation roadmap, and a presentation to discuss findings and next steps.
Choose Your Engagement Level
- Full review of books and records
- Review of accounting procedures and internal controls
- Collaboration with existing CPA and accounting teams
- Gap analysis and identification of improvement opportunities
- Detailed written report with actionable recommendations
- Everything in Foundational, plus:
- 12-month cash flow forecast model
- Custom KPI dashboard build
- Benchmark analysis against industry peers
- One 30-day post-delivery check-in call
- Everything in Strategic, plus:
- Full financial systems and integrations review
- Multi-entity or multi-division analysis
- M&A and fundraise readiness assessment
- Board-ready presentation deck
- 90-day implementation support with monthly check-ins
Fractional CFO Services
Ongoing Partnership
The full suite. When you engage us as your Fractional CFO, you get everything on this page under one engagement: financial assessment, bookkeeping, advisory, reporting, and strategic guidance. No separate invoices for covered services.
The Foundational Assessment is included with every Fractional CFO engagement. Strategic adds $2,000 and Executive adds $7,000 to your first month. Month 1 is billed at $3,000 plus any assessment upgrade. Your ongoing monthly rate starts at $3,000 and is based on what the assessment uncovers: the number of entities, transaction volume, systems, and reporting needs. Choosing a deeper assessment gets you more deliverables up front; it does not by itself raise your monthly rate. We confirm your ongoing rate in writing before Month 2, and it does not change without mutual written agreement.
What You Get Every Month
Monthly Financial Reporting Package
P&L, balance sheet, and cash flow statement delivered every month with a written summary of key trends, anomalies, and what they mean for your business.
Cash Flow Forecasting
A rolling 12-month cash flow forecast, updated monthly. You will always know what is coming, what your runway looks like, and where the pressure points are.
Budget vs. Actuals Analysis
We track performance against plan every month and flag variances before they become problems, with a clear explanation and a recommended course of action.
Strategic Advisory Sessions
Regular calls with your CFO to work through financial decisions, evaluate opportunities, and stress-test your plans before you commit to them.
Direct CFO Access
Phone and email access to your CFO between sessions. No ticketing systems, no account managers, no waiting. You reach us directly.
CPA Coordination
We work directly with your CPA, so your tax preparer always has accurate, up-to-date numbers. Monthly bookkeeping is already included with your engagement, no separate bookkeeper needed.
Billed monthly. Rate starts at $3,000/month, confirmed in writing before Month 2 based on your assessment. Your rate does not change without mutual written agreement. Month-to-month engagement, no minimum term. Cancel with 30 days' written notice. We also cover your QuickBooks Online subscription for the life of the engagement.
Bookkeeping & Advisory Projects
Hourly or Project-Based
Targeted financial support on your terms. No retainer, no minimum commitment. Pick the service you need, get started immediately, and pay only for what you use. Bundle any bookkeeping service with a Financial Assessment and save 5% (Foundational), 10% (Strategic), or 15% (Executive).
Frequently Asked Questions
A 15-minute call is usually enough to tell you which service fits.
Book a free call and we'll look at where your business is today. If one of these three services is a clear fit, we'll say so. If it isn't, we'll tell you that instead of selling you anyway.
All pricing is subject to a written engagement agreement. Rates reflect standard engagements and may be adjusted for unusual complexity by mutual agreement prior to commencement.
TrueInsights CFO, LLC is not a licensed CPA firm and does not provide tax preparation, attest services, or investment advisory services. Tax planning is provided by CPAs in our network. Tax preparation is available through Sharper Image Tax Services, LLC. Investment advisory services are available through Sharper Image Financial Services, LLC.