Pricing
One flat fee. Nothing to chase.
Your questions, calls and CFO time are all in the fee, so each month the only invoice is the one you expected.
Challenger CPG brands
$3,500 / month
Under ~$5M in sales, growing or raising · $0 setup
- Books closed within 5 business days of your last statement
- Fractional CFO + monthly numbers meeting
- Margin by SKU and channel, after deductions, every month
- Raise and lender support: the model, pitch-deck numbers, investor updates
- Pricing and margin work for retail launches
- Live dashboards + client portal Coming soon
- Ask anytime: answers within 4 business hours
Restaurant & hospitality groups
$3,000 / month
Covers up to 3 locations · each additional location $750/month · $0 setup
- Books closed within 5 business days of your last statement
- Fractional CFO + monthly numbers meeting
- Prime cost by location, every month
- Lender package and model for a new location
- Pricing analysis, from plate costs to event and rental rates
- Live dashboards + client portal Coming soon
- Ask anytime: answers within 4 business hours
Brands above ~$5M in sales: a flat monthly fee, quoted on the call.
How clients join
Three clients a cohort. A new cohort opens every six months. The fee stays flat because the client list stays small. Once you sign, your rate is yours to keep.
Behind on your books? Up to three months of catch-up is included. Further back than that, it's $500 for each additional month, quoted in writing before you sign. Or catch up elsewhere and start with us once you're current.
Bill pay, payroll runs, sales tax filing and tax returns aren't in the fee. We coordinate with whoever handles them.