Our Packages
While we offer three standard package structures, we understand that every firm has unique needs. We are committed to tailoring our services and contract terms to best align with your specific goals and circumstances. Don't hesitate to request a consultation to discuss how we can create a customized solution that's the perfect fit for your firm.
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Quarterly
Ideal for projects with a defined scope and achievable milestones within a 90-day timeframe. Our Quarterly package is also a popular choice for firms beginning an engagement, allowing for a period to ensure a strong fit before considering longer-term options.
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Annual
Our Annual package is often selected by Fractional CFO and Advisory clients seeking consistent, high-level support throughout the year. It provides the benefit of periodic value reviews coupled with the security of a guaranteed engagement term, ensuring dedicated partnership for your firm's ongoing financial success.
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Recurring
Our Revolving package is the preferred choice for clients seeking ongoing support without a fixed endpoint, particularly popular with our bookkeeping services. Ideal for firms looking to build a long-term partnership for continuous financial management and evolving needs across any of our service offerings.