Delivering value is what we do.

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Services Guide


Starting at $500/month

Get the data and insights you need to make more informed decisions. As your advisor, we partner with you to analyze and review your monthly results, benchmark your performance to industry peers, and optimize your cash management and working capital. In addition, we will create and refine your cash flow forecast; empowering you to plan for the future. An advisor engagement includes unlimited phone and email access with 24-hour response time.

Outsourced CFO

Starting at $2,500/month

As your part-time CFO, we take a hands-on approach. We will ensure the bookkeeping is maintained, working capital is optimized, and forecasts are accurate and maintained.

Business Check-Up

Starting at $1,500

Assess the health and stability of your business with a one-time business check-up. Pricing depends on scope and level of detail.

Interested in financial reporting but want to try it on your own? Enjoy a 20% discount to Fathom here.