Monthly
Annually

CFO SERVICES

Start-up support package

$1,350/mo

  • AutoCFO software subscription
  • Upfront, then monthly review of accounting for consistency and usability
  • Historical data & trend review
  • Basic financial & KPI dashboards
  • Annual budgeting & forecasting - including basic revenue and expense builds
  • As-needed quarterly cash re-forecasting
  • Monthly forecast vs. actuals review & reporting
  • Live financial KPI tracking
  • Quarterly strategic check-ins & KPI review
  • Set up fee: $1,500
  • Investor and board reporting & inquiry support​
  • Revenue recognition review
  • Custom projects
Talk to a CFO

For young companies with straightforward accounting who need accounting review, guidance on what to track for better data, a clear budget to manage cash, and KPIs to prepare for future scaling.

Most Popular

Monthly
Annually

CFO SERVICES

Growth support package

$3,250/mo

  • AutoCFO software subscription
  • Upfront, then monthly review of accounting for consistency and usability
  • Historical data & trend review
  • Advanced financial & KPI dashboards
  • Annual budgeting & forecasting - including complex revenue and expense builds
  • As-needed monthly cash re-forecasting
  • Monthly forecast vs. actuals review & reporting
  • Live financial KPI tracking
  • Monthly strategic check-ins & KPI review
  • No set-up fee ($1,500 savings)
  • Investor and board reporting & inquiry support​
  • Revenue recognition review
  • Custom projects
Talk to a CFO

For early stage companies needing review of accounting, a clear budget to manage cash and KPIs to stay on top growth, investor reporting, and stronger financial muscles to prepare for future scaling.

Monthly

CFO SERVICES

Extra support package

$5,000/mo

  • AutoCFO software subscription
  • Upfront, then monthly review of accounting for consistency and usability
  • Historical data & trend review
  • Advanced financial & KPI dashboards
  • Annual budgeting & forecasting - including advanced revenue and expense builds
  • As-needed monthly cash re-forecasting
  • Monthly forecast vs. actuals review & reporting
  • Live financial KPI tracking
  • Monthly strategic check-ins & KPI review
  • No set-up fee ($1,500 savings)
  • Investor and board reporting & inquiry support
  • Revenue recognition review
  • Custom projects
Talk to a CFO

For businesses with more complex business models and/or active investors, that need cash management and the right KPIs to prepare for future scaling.

SOFTWARE ONLY

Grow with AutoCFO

$199/mo

Start a free trial

30 day free trial with your data

For the growth entrepreneur that wants to run multiple forecasts & planning scenarios and doesn’t need help from a finance pro.

Software features

  • 5 Dashboards
  • Reorganize Financials
  • Variance Analysis
  • Easy Forecast Builder
  • Forecast vs. Actuals
  • Forecast Cash Balance​
  • 10 Scenarios​
  • Maintain Historic Forecasts
  • Training Support
  • 30 Minute CFO Onboarding Call